Integrating your forms with Automate.io

You can integrate your CloudCannon forms with your Automate.io bots using webhooks and the Automate Inbox target.

To create an Automate webhook trigger:

1. If you haven’t already, create an Automate account here.
2. In the Automate.io console, open the Bots menu and click the Create a new bot button.
3. Select Webhooks as your trigger app and Incoming Hook as your trigger event.
4. Click the Setup Webhook button and copy the webhook URL.
5. Click the I’m Done button. Automate.io will now start waiting to receive a sample submission to that webhook URL.

To finish setting up the bot, you must first create the Automate target in CloudCannon and send a sample submission.

To create an Automate target:

1. Navigate to the forms menu in your Organization settings, under Hosting > Forms.
2. Open your Inbox settings by clicking the Manage button on the Inbox you want to connect to Automate.io.
3. Open the Add new target menu, and set the Type to Automate.
4. Set the Target to the webhook URL from your Automate.io bot, then click Add Inbox target.

Now, if you submit to that Inbox you should see it appear in the Setup Webhook window in Automate.io. At this point, you can click the Looks Good button and finish setting up your bot.