Automated Youform Submission Handoff
Every time someone submits a Youform, WebRun reads their answers, creates a Trello card on the intake board with the respondent's details, and drafts a WhatsApp follow-up message for the team to review and send.
How do I automatically hand off new Youform submissions to my team?
Every time someone submits a Youform, WebRun creates a Trello card with their full answers and drafts a WhatsApp follow-up message for the team to review. New submissions get a tracked card and a ready response the moment they come in, instead of sitting unopened until someone checks Youform.
- Every submission gets a tracked card the moment it arrives
- Follow-up messages are drafted and ready, never sent unchecked
- Different forms route to the right teammate automatically
Built for Small business owners · agencies · freelancers · customer intake teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
youform.comin a real browser with your saved login - no setup, no API keys. -
1
Youform - read the new submission
youform.com
WebRun opens Youform to read the new submission. - Open Youform and read the newest submission
- Capture the respondent's name, contact details, and every answer
- Note which form the submission came from
Done when The new submission's answers and contact details are captured.
-
2
Trello - create the intake card
trello.com
WebRun opens Trello to create the intake card. - Create a card on the intake board named for the respondent
- Add their answers as the card description
- Assign it to whoever owns follow-up for that form
Done when An intake card exists on Trello for the new submission.
-
3
WhatsApp - draft the follow-up message
whatsapp.com
WebRun opens WhatsApp to draft the follow-up message. - Draft a follow-up message referencing what they submitted
- Queue it against the respondent's number, unsent
- Leave it for the team to review and send
Done when A drafted follow-up message is waiting for the team to send.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does the respondent get messaged automatically?
No. WebRun only drafts the WhatsApp follow-up. The team reviews and sends it, so a respondent only hears back once someone has checked the message.
What goes on the Trello card?
The respondent's name, contact details, and every answer they gave, so whoever picks up the card has the full submission without reopening Youform.
Does it handle every form the same way?
It notes which form the submission came from and routes the card to whoever owns follow-up for that form, so different forms can go to different teammates.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.