Every form submission can kick off work for you automatically. Using the CornerSpot Automations builder, you pick Form submission received as the trigger, then add one or more actions that run each time someone submits a form — so a new lead is followed up on while it’s fresh, with no manual monitoring. This guide shows you how to build one.
How form submissions feed automations
When a submission is recorded and finishes processing, CornerSpot emits a Form submission received event. That event is what the Automations builder listens for. It carries useful details about the submission — including its Source (where it came from: your CornerSpot link, an embed on another website, or your Members portal) and its Status — so you can react to it however you like.
This is separate from the form’s built-in Create Contact setting (which matches or creates a CRM contact on submission). Automations run on top of that: once a submission lands, your workflow takes whatever extra steps you’ve set up.
Where automations live
Automations are managed at /dashboard/automations, opened from Automations in the left-hand menu. Each automation is a workflow: one trigger plus a sequence of steps. Form automations require the Forms feature on your plan.
How to automate actions from form submissions
1. Open Automations
From the dashboard, select Automations in the left-hand menu to open your list of workflows.
2. Create a new automation
Click New automation to open the side panel. Give it a clear Name, then choose the Trigger. To run an automation whenever a form is submitted, pick Forms — Form submission received.
3. Click “Create & build”
Select Create & build to create the workflow and open the builder, where you’ll see the trigger at the top and an Add step button beneath it.
4. Add an action
Click Add step and pick an action from the list. To alert your team to a new lead, choose Post dashboard notification, then give it a Title and a short Body so everyone knows to follow up. Click Done to close the step.
5. Save your automation
Click Save draft to keep your work. When you’re ready for it to run, click Activate — from then on it runs automatically every time a form is submitted.
Run it only for the submissions you care about
The trigger can filter on the submission’s details so the automation runs only when a condition is met. Two filters are especially useful:
- Source — limit the automation to submissions from a specific channel, such as your CornerSpot link, an embed on another website, or your Members portal.
- Status — react based on the submission’s processing status.
Leave the filters empty to run for every form submission, or set them to narrow the automation to exactly the cases you want.
Practical examples
- Notify your team about every new lead — trigger on Form submission received and post a dashboard notification (the example shown here).
- Open a follow-up task — add an action that logs an activity so a teammate reaches out to the new contact.
- React only to portal forms — set the Source filter to your Members portal so the automation runs only for member submissions.
What happens when the trigger fires
Once the automation is active, CornerSpot runs it automatically every time a form submission is received and processed — from any channel the form is published on. You don’t trigger it by hand; it fires from the submission itself as entries come in. Held submissions (for example, those awaiting email verification) run the automation only once they’re confirmed and recorded.
Tips
- Save as a draft while you build, then Activate when it’s ready — drafts don’t run.
- Use Test in the builder to dry-run the workflow without any side effects.
- Use the trigger’s Source and Status filters (or a condition step) so the automation only runs for the submissions you care about.
- Form automations need the Forms feature on your plan; if you don’t see the Form submission received trigger, check your plan.