Typeform

Forms

Build, manage, and process Typeform surveys and forms. 41 actions span form creation, response retrieval, theme management, translation, workspace administration, and analytics.

41 actions available

Deal closes in HubSpot and fires the client onboarding workflow

Agent creates custom Typeform intake form for the new client using Create Empty Form

Agent sends personalized form URL to client via email

Agent polls Get Form Responses until submission is received

Agent creates client record in project management system from intake data

Agent sends kickoff meeting invite to client and internal team

Submissions with sensitive healthcare or financial data held for compliance review before processing

What This Integration Enables

Typeform integration provides comprehensive form lifecycle management. Agents create forms programmatically for dynamic use cases, retrieve and process responses to feed operational workflows, manage translations for international deployments, and administer the full workspace. The 41 available actions cover every stage from form creation through analytics.

Without FlowRunner

Generic intake forms Every new client gets the same form with no personalization

Manual response processing Staff export responses and manually create records in each downstream system

Manual event registration tracking Webinar registrants added to email lists by hand after each registration batch

With FlowRunner

Personalized form per client Intake form created with client name and engagement details pre-populated

Automated record creation CRM contact, project, and kickoff invite created from a single form submission

Real-time registration processing Each webinar registrant added to HubSpot and campaign within the hour

Use Case Scenarios

New Client Intake

A deal closes in HubSpot. The agent creates a custom Typeform intake form using Create Empty Form, pre-populated with the client's name and engagement details. It sends the form URL to the client via email. When responses arrive (detected via polling with Get Form Responses), the agent extracts the intake data, creates the client record in the project management system, and sends the kickoff meeting invite. Each client gets a personalized intake experience without manual form setup.

Event Registration Processing

A webinar registration form collects responses. Every hour, the agent calls Get Form Responses to retrieve new submissions since the last check. For each new registrant, it creates a contact in HubSpot, adds them to the webinar campaign, and sends a confirmation email via MailerSend. After the event, it calls Get Form Insights to retrieve engagement metrics for the post-event report.

Multi-Language Survey Deployment

A company surveys customers in multiple regions. The agent creates the survey form once in English, then calls Auto-Translate Form for Spanish, French, and German versions. Each regional variant is created and deployed automatically. Response data from all language versions routes through the same processing workflow.

Human-in-Loop Highlight

When Get Form Responses returns submissions that include sensitive information (healthcare details, financial data, or legally significant responses), the agent does not push that data downstream without review. It routes the submission to the designated reviewer via Slack: "New intake form submission from [Name] contains information that may require legal/compliance review before processing. View submission here: [link]. Approve forwarding to the next step." Sensitive data has a human gate.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

21 actions

Form Management (7 actions)

Create Empty Form Creates a blank form. Used when agents provision dynamic forms for specific workflows: a new client onboarding form for each engagement, a custom survey for a specific cohort.
Copy Existing Form Duplicates an existing form. Used to create project-specific variants from a standard template.
Get Form Retrieves form structure and metadata. Used when agents need to understand form fields before processing responses.
Get List Forms Returns all forms in the workspace. Used in inventory and reporting workflows.
Update Form Completely Replaces a form's full configuration. Used for major form restructuring.
Update Form Patch Modifies specific form fields without replacing the entire structure. Used for incremental updates.
Delete Form Removes a form. Used in lifecycle management.

Responses and Analytics (3 actions)

Get Form Responses Returns submissions with full answer data. Used in batch processing workflows where form responses need to be retrieved and fed into CRM, ERP, or notification workflows.
Delete Responses Removes specific responses. Used in data governance and privacy compliance workflows.
Get Form Insights Returns analytics data for a form. Used in performance reporting workflows.

Translations (6 actions)

Auto-Translate Form Automatically translates a form into another language. Used for international deployment workflows.
Get Form Translation / Get Form Translations Payload Retrieves translation content. Used in localization review workflows.
Delete Form Translation Removes a translation.
Update Form Translation Modifies translation content.
Get Translation Statuses Returns the translation completion status.

Themes and Customization (8 actions)

Create Theme / Delete Theme / Get Theme / Get List Themes Manages visual themes. Used when agents need to apply brand-consistent styling to dynamically created forms.
Update Custom Messages / Get Custom Form Messages Manages form-level custom text strings. Used for localization and brand customization.
Create Image / Delete Image / Get Image / Get Image By Size / Get Images Collection / Get Background by Size / Get Choice Image By Size Image management for form assets.

Workspaces (5 actions)

Create Workspace / Delete Workspace / Get Workspace / Get List Workspaces / Update Workspace Full workspace management. Used in multi-tenant or client-segmented environments.

Account

Get Current Account Info Returns the authenticated account details.
Update Question Options Modifies the options for a specific question field.

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