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Overview

Submission actions (post-actions) run automatically after a form is submitted. Use them to:
  • Send data to your CRM or backend
  • Notify your team via Slack
  • Send email alerts to team members
  • Trigger automation workflows

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Action Types

TypeDescription
webhookPOST data to any URL
slackSend Slack channel message
emailEmail team members

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Webhook Action

Send form data to any HTTP endpoint: 
{
  "formPostActions": [
    {
      "type": "webhook",
      "url": "https://api.yourcrm.com/leads",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY",
        "Content-Type": "application/json"
      }
    }
  ]
}

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Webhook Payload

The webhook receives a POST request with this JSON body: 
{
  "submissionId": "sub_abc123",
  "toolId": "tool_xyz789",
  "toolName": "contact_form",
  "conversationId": "conv_def456",
  "formData": {
    "email": "[email protected]",
    "message": "I need help with..."
  },
  "submittedAt": "2024-01-15T10:30:00.000Z"
}
FieldDescription
submissionIdUnique ID for this submission
toolIdThe form tool’s ID
toolNameThe form tool’s name
conversationIdChat conversation ID
formDataAll form field values
submittedAtISO timestamp

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Custom Headers

Add authentication or custom headers: 
{
  "type": "webhook",
  "url": "https://hooks.zapier.com/hooks/catch/123/abc",
  "headers": {
    "Authorization": "Bearer ${API_KEY}",
    "X-Custom-Header": "value"
  }
}

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Retry Logic

Webhooks automatically retry on failure:
AttemptDelay
1st retryImmediate
2nd retry1 minute
3rd retry5 minutes
Status tracking:
  • pending — Initial state
  • webhook_success — Delivered successfully
  • webhook_failed — Failed after all retries

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Slack Action

Send notifications to Slack channels: 
{
  "formPostActions": [
    {
      "type": "slack",
      "webhookUrl": "https://hooks.slack.com/services/T00/B00/XXX",
      "messageTemplate": "🎯 *New Lead!*\n\n*Name:* {{name}}\n*Email:* {{email}}\n*Message:* {{message}}"
    }
  ]
}

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Getting a Slack Webhook URL

  1. Go to Slack API Apps
  2. Create or select an app
  3. Navigate to Incoming Webhooks
  4. Activate and create a new webhook
  5. Choose the channel to post to
  6. Copy the webhook URL

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Message Templates

Use {{fieldName}} to include form values: 
🎯 *New Lead Captured!*

*Contact:* {{firstName}} {{lastName}}
*Email:* {{email}}
*Company:* {{company}}
*Message:* {{message}}

_Submitted via Ansa chat widget_
Special variables:
  • {{fieldName}} — Any form field value
  • {{_toolName}} — The form tool’s name
Slack messages support markdown formatting: *bold*, _italic_, `code`, and line breaks with \n.

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Max Length

Message templates have a maximum length of 2,000 characters.

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Email Action

Email team members when forms are submitted: 
{
  "formPostActions": [
    {
      "type": "email",
      "recipientIds": ["user_id_1", "user_id_2"],
      "subject": "New Lead: {{name}} from {{company}}"
    }
  ]
}

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Configuration

FieldRequiredDescription
recipientIdsYesArray of team member user IDs
subjectNoEmail subject (supports templates)

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Finding User IDs

User IDs are the team members in your account. Find them in:
  • Settings → Team — View team members
  • Each member has a unique ID

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Email Content

The email includes:
  • Form name and submission time
  • All form field values
  • Link to conversation history
  • Conversation context

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Multiple Actions

Combine multiple post-actions: 
{
  "formPostActions": [
    {
      "type": "webhook",
      "url": "https://api.hubspot.com/contacts/v1/contact",
      "headers": { "Authorization": "Bearer ${HUBSPOT_KEY}" }
    },
    {
      "type": "slack",
      "webhookUrl": "https://hooks.slack.com/services/...",
      "messageTemplate": "📥 New HubSpot lead: {{email}}"
    },
    {
      "type": "email",
      "recipientIds": ["sales_manager_id"],
      "subject": "New Lead: {{company}}"
    }
  ]
}
Actions run in parallel for speed.

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Form Execution Modes

Control how form submissions are processed:

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Webhook Mode (Default)

{
  "formExecutionMode": "webhook"
}
Form data is sent to your server/webhook only.

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Client Mode

{
  "formExecutionMode": "client"
}
Form is handled entirely by client-side JavaScript. No data sent to Ansa. See Triggering Forms in Code for client handlers.

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Both Mode

{
  "formExecutionMode": "both"
}
Data is sent to webhook AND processed by client-side handler.

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Complete Example

Full form with all post-action types: 
{
  "name": "demo_request",
  "description": "Capture demo requests when visitor wants to see the product.",
  "executionType": "form",
  "formSchema": {
    "fields": [
      { "name": "name", "label": "Name", "type": "text", "validation": { "required": { "value": true, "message": "Required" } } },
      { "name": "email", "label": "Work Email", "type": "email", "validation": { "required": { "value": true, "message": "Required" } } },
      { "name": "company", "label": "Company", "type": "text" },
      { "name": "size", "label": "Company Size", "type": "select", "options": [
        { "label": "1-10", "value": "small" },
        { "label": "11-100", "value": "medium" },
        { "label": "100+", "value": "enterprise" }
      ]}
    ],
    "submitLabel": "Request Demo",
    "successMessage": "Thanks! We'll reach out within 24 hours."
  },
  "formExecutionMode": "webhook",
  "formPostActions": [
    {
      "type": "webhook",
      "url": "https://hooks.zapier.com/hooks/catch/123/abc",
      "headers": {
        "Content-Type": "application/json"
      }
    },
    {
      "type": "slack",
      "webhookUrl": "https://hooks.slack.com/services/T00/B00/XXX",
      "messageTemplate": "🎉 *Demo Request*\n\n*Name:* {{name}}\n*Email:* {{email}}\n*Company:* {{company}} ({{size}})"
    },
    {
      "type": "email",
      "recipientIds": ["sales_lead_user_id"],
      "subject": "Demo Request: {{name}} from {{company}}"
    }
  ]
}

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Zapier

{
  "type": "webhook",
  "url": "https://hooks.zapier.com/hooks/catch/YOUR_ID/YOUR_HOOK"
}

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Make (Integromat)

{
  "type": "webhook",
  "url": "https://hook.make.com/YOUR_WEBHOOK_ID"
}

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HubSpot

{
  "type": "webhook",
  "url": "https://api.hubapi.com/contacts/v1/contact",
  "headers": {
    "Authorization": "Bearer YOUR_ACCESS_TOKEN",
    "Content-Type": "application/json"
  }
}

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Salesforce

Use Zapier or a middleware to transform the payload: 
{
  "type": "webhook",
  "url": "https://hooks.zapier.com/hooks/catch/123/salesforce-lead"
}

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Monitoring Submissions

View all form submissions in the Leads dashboard: Leads dashboard
  • Filter by form/tool
  • View submission status (pending, success, failed)
  • See full conversation context
  • Export data for analysis

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See Also