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 create a dynamic promotional banner that blends submission data with brand visuals, perfect for showcasing special offers.
To implement a loyalty program sign-up, track each customer’s total points, and send monthly reward reminders.
To screen partnership applications, assess each submission with AI for relevant business metrics, hold them in a queue for 48 hours for additional data checks, and only proceed with those meeting predefined eligibility criteria.
To monitor remote work performance by uploading periodic reports, analyzing productivity metrics with AI, identifying improvement areas, and scheduling coaching sessions.
To gather customer feedback, run AI-powered sentiment analysis, wait 24 hours for potential user updates, and if the sentiment remains negative, automatically assign a follow-up task to your support team.
To coordinate safety audits by uploading incident photos, auto-assessing risk with AI, logging incidents, and alerting safety managers for immediate review.
To manage product recalls by uploading batch images, identifying affected items with AI, notifying distributors, and initiating return procedures.
To generate a personalized vCard from submission data, so contacts can be instantly added to digital address books.
To run a multi-phase challenge, employ AI to evaluate each participant’s progress, insert a two-day cooldown between stages, and if the AI detects a high success rate, unlock advanced-level tasks.
To support fashion retail by enabling customers to upload outfit photos, with AI suggesting complementary products and styles.
To optimize social media campaigns by uploading ad creatives, testing performance with AI, refining visuals, and scheduling optimized posts.
To generate an infographic snapshot that visually summarizes key data points from a single submission for social sharing.
To roll out a multi-phase survey that gradually unlocks more questions every few days, providing participants with evolving insights based on earlier answers.
To facilitate a multi-lingual feedback loop, auto-translate responses using AI, wait three days for clarifications, and only escalate negative or unclear feedback to specialized regional teams.
To coordinate maintenance requests by uploading fault images, having AI prioritize repairs, generating work orders, and alerting technicians immediately.
To orchestrate a user re-engagement campaign, use AI to identify inactive customers, delay one week to see if they log in again, and if they remain inactive, send a targeted incentive email.
To optimize a customer loyalty program, deploy AI to identify VIPs among new signups, delay one week to observe purchase behavior, and automatically grant premium perks if spending exceeds a set amount.
To build a conditional approval workflow where high-value leads receive a rapid auto-response, while low-priority leads are held for manual review after a set delay.
To handle loan pre-qualifications, run an AI-based risk assessment, hold the application for 24 hours to verify income documents, and if the risk level is low, push an auto-approval message to the applicant.
To manage warranty claims by uploading product images and proofs of purchase, validating claim legitimacy with AI, generating claim tickets, and notifying service teams.
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.
