
Overviews
How it works?
Monitor form submissions instantly
CodeWords tracks all Formsite form completions in real-time, capturing response data immediately upon submission and making it available for automated processing across your workflows.
Process payment form results
Handle form submissions containing payment information by triggering order fulfillment, sending receipts, updating inventory systems, and notifying relevant teams about new transactions automatically.
Distribute leads intelligently
Route incoming leads from Formsite forms to appropriate sales representatives based on territory, product interest, company size, or other qualifying criteria for optimal conversion.
Create calendar events automatically
Transform appointment or registration forms into calendar events, sending invitations to participants, blocking time on staff calendars, and setting up automated reminders before scheduled times.
Generate custom documents
Use form submission data to populate templates and create personalized documents like contracts, proposals, or certificates, then send them to respondents or store them securely.
Update project management tools
Convert form submissions into tasks, projects, or work items in your project management platform, assigning owners and due dates based on submission content and priority.
Segment and tag contacts
Automatically apply tags, categories, or segments to contacts in your marketing platform based on their form responses, enabling targeted communication and personalized marketing campaigns.
Build custom reporting dashboards
Aggregate form submission data into reporting tools or databases, creating real-time dashboards that track key metrics, trends, and performance indicators from your Formsite forms.

Configure
Build
Order processing system
Create an end-to-end order management workflow that captures Formsite order forms, validates payment information, creates records in your inventory system, generates packing slips, sends order confirmations to customers, and notifies warehouse staff for fulfillment.
“You can’t do this anywhere else.”



















































Your stack,
connected.

