Submission Actions

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

Action Types

Type	Description
`webhook`	POST data to any URL
`slack`	Send Slack channel message
`email`	Email team members

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"
      }
    }
  ]
}

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": "user@example.com",
    "message": "I need help with..."
  },
  "submittedAt": "2024-01-15T10:30:00.000Z"
}

Field	Description
`submissionId`	Unique ID for this submission
`toolId`	The form tool’s ID
`toolName`	The form tool’s name
`conversationId`	Chat conversation ID
`formData`	All form field values
`submittedAt`	ISO timestamp

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"
  }
}

Retry Logic

Webhooks automatically retry on failure:

Attempt	Delay
1st retry	Immediate
2nd retry	1 minute
3rd retry	5 minutes

Status tracking:

pending — Initial state
webhook_success — Delivered successfully
webhook_failed — Failed after all retries

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}}"
    }
  ]
}

Getting a Slack Webhook URL

Go to Slack API Apps
Create or select an app
Navigate to Incoming Webhooks
Activate and create a new webhook
Choose the channel to post to
Copy the webhook URL

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.

Max Length

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

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}}"
    }
  ]
}

Configuration

Field	Required	Description
`recipientIds`	Yes	Array of team member user IDs
`subject`	No	Email subject (supports templates)

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

Email Content

The email includes:

Form name and submission time
All form field values
Link to conversation history
Conversation context

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.

Form Execution Modes

Control how form submissions are processed:

Webhook Mode (Default)

{
  "formExecutionMode": "webhook"
}

Form data is sent to your server/webhook only.

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.

Both Mode

{
  "formExecutionMode": "both"
}

Data is sent to webhook AND processed by client-side handler.

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}}"
    }
  ]
}

Popular Integrations

Zapier

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

Make (Integromat)

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

HubSpot

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

Salesforce

Use Zapier or a middleware to transform the payload:

{
  "type": "webhook",
  "url": "https://hooks.zapier.com/hooks/catch/123/salesforce-lead"
}

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

Getting Started

User Guides

Use Cases

Developer Guides

Tools & Forms

Integrations

API Reference

Support

Submission Actions

Overview

Action Types

Webhook Action

Webhook Payload

Custom Headers

Retry Logic

Slack Action

Getting a Slack Webhook URL

Message Templates

Max Length

Email Action

Configuration

Finding User IDs

Email Content

Multiple Actions

Form Execution Modes

Webhook Mode (Default)

Client Mode

Both Mode

Complete Example

Popular Integrations

Zapier

Make (Integromat)

HubSpot

Salesforce

Monitoring Submissions

See Also

​Overview

​Action Types

​Webhook Action

​Webhook Payload

​Custom Headers

​Retry Logic

​Slack Action

​Getting a Slack Webhook URL

​Message Templates

​Max Length

​Email Action

​Configuration

​Finding User IDs

​Email Content

​Multiple Actions

​Form Execution Modes

​Webhook Mode (Default)

​Client Mode

​Both Mode

​Complete Example

​Popular Integrations

​Zapier

​Make (Integromat)

​HubSpot

​Salesforce

​Monitoring Submissions

​See Also

Overview

Action Types

Webhook Action

Webhook Payload

Custom Headers

Retry Logic

Slack Action

Getting a Slack Webhook URL

Message Templates

Max Length

Email Action

Configuration

Finding User IDs

Email Content

Multiple Actions

Form Execution Modes

Webhook Mode (Default)

Client Mode

Both Mode

Complete Example

Popular Integrations

Zapier

Make (Integromat)

HubSpot

Salesforce

Monitoring Submissions

See Also