What actions can I run in Form.io?

92 actions are available, including "Check Submission Exists", "Export Form Definition", and "Export Project", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Form.io Integrations

Enterprise form and data management platform for building forms, collecting submissions, and managing projects. Link Form.io tasks and notes to CRM, chat, and project tools automatically.

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Watch New SubmissionsTriggers when new submissions occur.
Watch SubmissionsTriggers when submissions occur.
Watch Updated SubmissionsTriggers when updated submissions occur.
Check Submission ExistsChecks submission exists.
Export Form DefinitionExports form definition.
Export ProjectExports project.
Get Action TypeReturns action type.
Get Aggregated ReportReturns aggregated report.
Get Download File (Dropbox)Returns download file (dropbox).
Get Download File (Google Drive)Returns download file (google drive).
Get Download SAS URL (Azure)Returns download sas url (azure).
Get Download URL (S3)Returns download url (s3).
Get FormReturns form.
Get Form ActionReturns form action.
Get Form DraftReturns form draft.
Get Form RevisionReturns form revision.
Get PDF Download TokenReturns pdf download token.
Get PDF FileReturns pdf file.
Get PDF HTMLReturns pdf html.
Get ProjectReturns project.
Get Project AccessReturns project access.
Get Project AdminReturns project admin.
Get Project VersionReturns project version.
Get RoleReturns role.
Get Server HealthReturns server health.
Get Server StatusReturns server status.
Get Stage Remote TokenReturns stage remote token.
Get SubmissionReturns submission.
Get Submission PDF DownloadReturns submission pdf download.
Get Submission RevisionReturns submission revision.
Get TeamReturns team.
List Available Action TypesRetrieves a list of available action types.
List Form ActionsRetrieves a list of form actions.
List Form RevisionsRetrieves a list of form revisions.
List FormsRetrieves a list of forms.
List Project AdminsRetrieves a list of project admins.
List ProjectsRetrieves a list of projects.
List Project StagesRetrieves a list of project stages.
List Project TenantsRetrieves a list of project tenants.
List Project VersionsRetrieves a list of project versions.
List RolesRetrieves a list of roles.
List Submission RevisionsRetrieves a list of submission revisions.
List SubmissionsRetrieves a list of submissions.
List Team ProjectsRetrieves a list of team projects.
List TeamsRetrieves a list of teams.
List Uploaded PDFsRetrieves a list of uploaded pdfs.
Accept Team InviteAccepts team invite.
Add Team MemberCreates team member.
Create FormCreates form.
Create Form ActionCreates form action.
Create Platform UserCreates platform user.
Create ProjectCreates project.
Create Project AdminCreates project admin.
Create Project VersionCreates project version.
Create RoleCreates role.
Create StageCreates stage.
Create SubmissionCreates submission.
Create TeamCreates team.
Create TenantCreates tenant.
Delete Blob (Azure)Deletes blob (azure).
Delete File (Google Drive)Deletes file (google drive).
Delete File (S3)Deletes file (s3).
Delete FormDeletes form.
Delete Form ActionDeletes form action.
Delete ProjectDeletes project.
Delete Project AdminDeletes project admin.
Delete Project VersionDeletes project version.
Delete RoleDeletes role.
Delete StageDeletes stage.
Delete SubmissionDeletes submission.
Delete TeamDeletes team.
Delete TenantDeletes tenant.
Delete Uploaded PDFDeletes uploaded pdf.
Deploy Version To StagePerforms deploy version to stage.
Generate PDF From SubmissionGenerates pdf from submission.
Import ProjectPerforms import project.
Make an API CallPerforms an arbitrary authorized API call.
Remove Team MemberDeletes team member.
Set Remote Connection (Stage)Sets remote connection (stage).
Update FormUpdates form.
Update Form ActionUpdates form action.
Update Form DraftUpdates form draft.
Update ProjectUpdates project.
Update RoleUpdates role.
Update SubmissionUpdates submission.
Update Submission FieldsUpdates submission fields.
Update TeamUpdates team.
Update Team MemberUpdates team member.
Update TenantUpdates tenant.
Upload File (Azure)Uploads file (azure).
Upload File (Dropbox)Uploads file (dropbox).
Upload File (Google Drive)Uploads file (google drive).
Upload File (S3)Uploads file (s3).
Upload PDF FileUploads pdf file.
Validate SubmissionPerforms validate submission.

When to use Form.io

Common scenarios where Form.io automation saves time and reduces manual work.

React to "Watch New Submissions" in Form.io in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Export Form Definition" as an automated action in Form.io so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Updated Submissions" from Form.io in larger multi-tool workflows to move data end-to-end without hand-offs.

Frequently asked questions

Common questions about automating Form.io in your workflows.

Form.io has 3 triggers, including "Watch New Submissions", "Watch Submissions", and "Watch Updated Submissions". Use them to start workflows the moment Form.io events fire — no polling required.

Form.io Integrations

When to use Form.io

Frequently asked questions

Form.io Integrations

When to use Form.io

Connect Form.io to any app in workflows

Frequently asked questions

Connect Form.io to any app in workflows

Connect Form.io to any app in workflows

Connect Form.io to any app in workflows

Form.io Integrations

Form.io triggers and actions

When to use Form.io

Frequently asked questions

What triggers does Form.io support?

What actions can I run in Form.io?

Do I need to write code to automate this?

Is the integration secure?

Form.io Integrations

Form.io triggers and actions

When to use Form.io

Connect Form.io to any app in workflows

Frequently asked questions

What triggers does Form.io support?

What actions can I run in Form.io?

Do I need to write code to automate this?

Is the integration secure?

Connect Form.io to any app in workflows

Connect Form.io to any app in workflows

Connect Form.io to any app in workflows