Node Types
Explore all available nodes you can use to build powerful workflows.
Triggers
Events that start your workflow. Every workflow needs exactly one trigger.
Form Submission
Triggers the workflow when a form is submitted. Select which form to connect.
Select the form that should trigger this workflow. Only one trigger is allowed per workflow.
Logic & Flow
Control how data flows through your workflow based on conditions.
Filter
Continue only if conditions match. Use this to process only certain submissions.
Set conditions using form field values, enrichment data, or AI outputs. Submissions that don't match are stopped.
Router
Split data into different paths based on conditions. Each path can lead to different destinations.
Create multiple routes with their own conditions. Connect each route output to different destination nodes.
Delay
Wait a specified amount of time before continuing. Useful for follow-up sequences.
Set the delay duration in minutes, hours, or days.
Lead Scoring
Calculate numeric lead scores using rule-based criteria. No AI credits consumed.
Define scoring rules that award points when conditions are met (e.g., "If Company Size > 100, add 20 points"). Set a qualification threshold. Leads meeting or exceeding the threshold are marked as qualified. Access results via {{scoring.lead_score}}, {{scoring.qualified}}. Business plan only.
Enrich Data
Add company and contact information to your submissions.
Clay
Requires connectionEnrich submissions with company data, firmographics, and contact information from Clay.
Connect your Clay account. The enrichment data will be available to downstream nodes via {{enrichment.fieldName}} variables.
AI Processing
Use AI to analyze, qualify, and process your submissions.
SDR Agent
Classify leads into qualification buckets with AI. Get human-readable reasoning and recommended next actions.
Define your ICP description and optional disqualifiers. The AI classifies each lead into buckets (High-Intent ICP Match, Good ICP, Potential Future Fit, Wrong ICP, Disqualified). Access results via {{agent.bucket}}, {{agent.reasoning}}, {{agent.recommended_action}}. Note: Add an enrichment step before this node if you want company data.
Summarizer
Generate AI summaries of form submissions. Great for long-form responses.
Customize the summary prompt and length. Access the summary via {{agent.summary}}.
Destinations
Send your form data to external tools and services.
Email Notification
Send email alerts to your team when forms are submitted.
Configure recipients, subject, and message. Use template variables like {{field.email}} and {{agent.summary}}.
Webhook
Send form data to any URL via HTTP POST. Perfect for custom integrations.
Enter the webhook URL. Optionally customize headers and the JSON payload.
Slack
Requires connectionSend notifications to Slack channels when forms are submitted.
Connect Slack and select a channel. Customize the message format.
HubSpot
Requires connectionCreate or update contacts in HubSpot CRM.
Connect HubSpot and map form fields to contact properties. Optionally create deals.
Salesforce
Requires connectionSync leads and contacts to Salesforce CRM.
Connect Salesforce and map form fields to lead or contact fields.
Close CRM
Requires connectionCreate leads and contacts in Close CRM.
Connect Close and configure lead creation settings.
ActiveCampaign
Requires connectionAdd contacts to ActiveCampaign and trigger automations.
Connect ActiveCampaign, select lists, and apply tags.
Mailchimp
Requires connectionAdd subscribers to Mailchimp audiences.
Connect Mailchimp, select an audience, and configure merge fields.
Google Sheets
Requires connectionAdd rows to a Google Sheets spreadsheet.
Connect Google and select a spreadsheet. Map form fields to columns.
Airtable
Requires connectionAdd records to an Airtable base.
Connect Airtable and select a base/table. Map form fields to columns.
Notion
Requires connectionAdd pages to a Notion database.
Connect Notion and select a database. Map form fields to properties.
Intercom
Requires connectionCreate contacts and conversations in Intercom.
Connect Intercom and configure contact creation settings.
Pipedrive
Requires connectionCreate persons and deals in Pipedrive CRM.
Connect Pipedrive and configure person/deal creation.
Attio
Requires connectionSync contacts and companies to Attio CRM.
Connect Attio and map form fields to attributes.
Cometly
Requires connectionTrack conversions and attribution data in Cometly.
Connect Cometly and configure conversion event settings.
Connecting Integrations
Nodes marked "Requires connection" need you to connect the integration first. Go to Settings → Integrations to connect your accounts. The workflow will show a warning if a required integration isn't connected.
Next Steps
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