Automated Workflows
Automate your post-form tasks with workflows that instantly trigger unlimited actions.
New FeatureUsers can now fill out forms using their voices! (if enabled by you)
Formyra auto-routes and replies to SaaS trial sign-ups so no lead sits cold. Get faster responses and higher conversions.

Try this demo!(imagine a form like this on your site!)
Reach out within seconds of trial sign-up and double your connect rate.
Qualify users automatically and assign leads based on size, domain, or use case.
Increase trial-to-paid conversions with real-time workflows and guided onboarding.
Formyra triggers instant workflows the moment a form is submitted. No manual sorting. No delay.
You decide what happens next: emails, Slack pings, CRM updates, or meetings scheduled automatically.
Formyra helps your team follow up in real time, building trust while leads are still warm.


Use conditional logic to gather company size, intent, or deal value before they hit submit.
Enterprise? Send to sales. Startup? Route to a self-serve journey with AI-powered onboarding.
You’ll know exactly who they are and what they need—before anyone touches a spreadsheet.

Turn forms into revenue machines ...
Every trial form becomes a smart lead router with AI-powered actions.
Follow up automatically with tailored content based on size, industry, or goals.
Route, notify, and convert instantly. No manual triage needed.
AI filtering blocks fake signups while letting real leads through.
Get real data on drop-offs, click paths, and response time.
Connect with CRMs, Slack, Calendly, and your stack.
Match your brand. Add logic. No code required.
Dynamically adapt forms in real-time to gather what matters.
Test variations to improve trial form conversion rates.
Guide leads down personalized next steps—automatically.
B2B SaaS teams live or die by how fast they engage new trial users. Yet most still rely on generic forms that send all leads to the same inbox, where they sit untouched for hours. By the time someone checks it, the lead has cooled off—or gone to a competitor.
Manual triage is inefficient and error-prone. You waste time copying data into CRMs, guessing who should follow up, and missing your five-minute window. Even worse, your best-fit leads don’t get the personalized touch they expect.
Formyra changes that. Our forms qualify leads as they fill them out, using dynamic fields and smart logic. Large company? We can match by email domain or firmographic data. Specific use case? Trigger a customized follow-up workflow.
Once they hit submit, Formyra springs into action: notifying the right rep, assigning the right tag, sending the right message. Your workflows are built visually—no code, no friction.
The result? A smooth, scalable engine that ensures no lead is ever left hanging. From solo founders to large sales teams, Formyra removes the bottlenecks between “interested” and “engaged.”
All our plans kick off with a 14-day free trial on us!
From scrappy SaaS startups to enterprise teams, Formyra's plans adapt to your trial volume and workflow needs. Start free and scale fast.
Paid Annually
Paid Monthly
What's included:
What's included:
& everything in Starter!
Unlimited workflow and intelligence use cases!
Our users are leveraging Formyra's intelligent forms and native workflows to save real money and measurably grow their businesses!
To generate a custom event badge image that incorporates attendee details for digital signage and personalized networking.
To execute a lead re-engagement plan, scheduling three reminder emails spaced across two weeks, and automatically switching to a phone call step if there’s no reply.
To manage product recalls by uploading batch images, identifying affected items with AI, notifying distributors, and initiating return procedures.
To generate an XML file that structures submission data for seamless integration with legacy systems.
To run a “win back” campaign for canceled subscriptions, analyze exit survey text with AI, wait 10 days, and if certain keywords (like “price” or “features”) appear frequently, send a discounted rejoin offer.
To coordinate software beta testing by uploading system logs, using AI to identify bugs, grouping similar issues, and creating prioritized task lists for developers.
To manage an onboarding flow, apply an AI-driven skill gap analysis, pause for one week, and if users haven’t reached their first milestone, send targeted coaching tips via email.
To initiate a bug report form that captures screenshots or logs, and automatically create an issue in GitHub labeled by priority.
To deliver a personalized training course, use AI to recommend modules based on quiz answers, delay the next lesson by two days, and if users score below a threshold, automatically provide extra materials.
To process return requests by uploading product images, assessing damage via AI, generating return labels, and updating inventory systems automatically.
To produce a TXT file with a custom code snippet derived from form inputs, facilitating immediate configuration updates.
To create a delayed follow-up sequence that waits 48 hours after a user’s submission before sending a personalized reminder email if they haven’t responded to the initial outreach.
To handle patient intake for a clinic, verifying insurance details in real time and sending appointment reminders to both patient and doctor.
To optimize call center performance by uploading call recordings, transcribing and analyzing sentiment with AI, flagging improvement areas, and scheduling targeted training sessions.
To poll employees about their remote work preferences, then dynamically create scheduling suggestions for team leads.
To manage scholarship applications by uploading transcripts, screening eligibility with AI, ranking candidates, and sending out application statuses.
To orchestrate a timed upsell campaign that sends an enticing discount offer two weeks after a purchase submission, but only if the user hasn’t already upgraded.
To evaluate properties, where agents upload images and floor plans and AI provides preliminary condition reports for accurate valuations.
To manage a student registration form, track course selections, and generate class rosters in a single workflow.
To monitor remote work performance by uploading periodic reports, analyzing productivity metrics with AI, identifying improvement areas, and scheduling coaching sessions.
Smart forms for high-velocity teams ...
B2B SaaS companies know that trial signups are gold—but only if they're acted on fast. Formyra gives growing software teams a competitive edge with intelligent forms that qualify, assign, and follow up automatically. Use our platform to:
Whether you’re using it on a pricing page, demo request modal, or partner referral form, Formyra ensures every trial starts with clarity and speed.
Formyra isn’t just for external leads. Internal sales ops teams use it to collect intel, organize intake, and automate internal routing.
From onboarding reps to routing inbound channel partner leads, it’s your internal assistant for form-based workflows.

Create your first form in minutes - no code, no stress.
Drop it onto your site with a simple embed.
Set up instant email notifications and start collecting real submissions right away.
Use conditional logic to personalize the experience for each user.
Integrate your favorite third-party tools—CRMs, email platforms, whatever you already use.
Build automated workflows that handle the follow-up for you, 24/7.
Dive into the analytics and see how users are actually interacting.
Run automated A/B tests to fine-tune performance without lifting a finger.
Watch your conversions grow while Formyra quietly does the heavy lifting in the background.
VideoSee how easy it is to get started!
Want to watch a Formyra form qualify, route, and follow up live? This quick video shows a full trial-to-rep flow in minutes.
Formyra’s visual builder makes it easy to create powerful workflows that trigger instantly once a form is submitted. No dev needed.
