Automation in a form

A form automation is a rule that Quanda carries out on its own after a form is submitted. In the Run, when section you choose from two triggers: Form sent (every submission) and Form was submitted with consent (only when the visitor ticked the consent box). One automation takes one action, and there is no limit on their number.

The new form automation window in Quanda. In the Run, when section the Form was submitted with consent trigger is selected, the Set action section shows Add label, Remove a label, Send email, Send alerts, six Fill in the User field actions, Assign an owner to a contact and Set GDPR details.
The form automation window: the trigger in Run, when and the action in Set action.

Adding a tag

As soon as the form is submitted, the contact is added to your list in Quanda. To be able to find the contact from the form later, add a tag to it. Set it up as the first automation, before you place the form on your website.

Add trigger / Automation name / Run, when > Form sent / Set action > Add label / Schedule (minute, hour, day).

Removing a tag

The action removes the selected tag from the contact. It is useful when a contact moves to another stage, for example from interested to registered.

Add trigger / Automation name / Run, when > Form sent / Set action > Remove a label / Schedule (minute, hour, day).

Sending an email

After the form is submitted, the new contact can receive an email with any message you like. The email has to be created in transactional emails and then picked in the automation.

Add trigger / Automation name / Run, when > Form sent / Set action > Send email / Schedule (minute, hour, day).

Sending an alert

If you want to keep an eye on new contacts, you can have an alert about a submitted form, that is a new contact, sent to you. You create the email in transactional emails as well.

Add trigger / Automation name / Run, when > Form sent / Set action > Send alerts / Schedule (minute, hour, day).

Filling in a user field

The action writes the text you enter into one of the 6 user fields, for example the contact source or the event name.

Add trigger / Automation name / Run, when > Form sent / Set action > Fill in the User field / Schedule (minute, hour, day).

Assigning a contact owner

The action sets which member of your team the contact belongs to, for example the salesperson who will handle the enquiry.

Add trigger / Automation name / Run, when > Form sent / Set action > Assign an owner to a contact / Schedule (minute, hour, day).

GDPR details

The Set GDPR details action is only available with the Form was submitted with consent trigger. It saves the legal title, the purpose of processing and the length of processing, from 1 day to 20 years, to the contact.

Add trigger / Automation name / Run, when > Form was submitted with consent / Set action > Set GDPR details / Schedule (minute, hour, day).

Sending a summary notice to the form manager

If you did not set up sending alerts, you can have a summary notice about new contacts sent to you instead. The form manager receives an overview of new submissions daily, weekly or monthly. The Do not send option switches notices off. For a new form, Weekly is selected by default.

You will find usage examples and a checklist in the article Form automation: how to set it up and make the most of it.

Do you have questions? We will be happy to answer them. Just contact our customer support at +420 605 163 892, e-mail: support@onquanda.com.

Updated říjen 8, 2026

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