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Create local or publicly accessible web forms with customizable input fields that trigger workflow automations upon submission. Each form has a unique, secure public URL hosted on Azure via the ThinkAutomation Web API, as well as a local URL served directly from your ThinkAutomation Server. Forms can be embedded in your website or shared via email links for seamless interaction.
Easily customize the styling, background, and header to match your brand. ThinkAutomation web forms are fully responsive and mobile-friendly. Create any number of forms, each linked to a specific automation workflow, or integrate existing web forms and third-party webhooks for processing.
When you save the Web Form Message Source, your ThinkAutomation Server securely uploads the form details to the ThinkAutomation Web API Gateway. The Gateway acts as a secure bridge between your public web forms and your private cloud or on-premises ThinkAutomation instance, ensuring that your server remains protected and does not need to be directly exposed to the Internet.
Web form automation - an example
Below is a sample web form that triggers an automation workflow to generate a PDF quotation. Give it a try!
The Automation Workflow Behind The Form
The automation workflow generates a quotation using the Create Speadsheet action, which it saves as a PDF. The saved file is returned back to the web form and displayed to the user. The automation also sends an email with the PDF file as an attachment. This could be extended lookup pricing from a database, to update your CRM system, save the details to a database etc.