Logic & Automation
Funnelforms 4 (SaaS) · 6 articles
- Actions in the logic editor: redirect & AI LeadcallerAction nodes are what happens at the end of a path in the logic editor. Funnelforms currently offers two action types: URL Redirect and AI Leadcaller. Webhooks are not action nodes — they are configured as integrations under Setup → Integrations and run independently of action nodes.
- Introduction to Logic & AutomationLogic & Automation lets you control which fields a lead sees next based on their answers, and which actions Funnelforms triggers at the end of the funnel. One form can serve many paths — and finish with a webhook to your tools, a redirect to a matching page, or both. This article shows how the…
- Setting up conditions — basics & operatorsConditions are the lever that lets your funnel react to a lead's answers. You attach them to a field and connect the resulting branch to the field that should follow in that case. This article explains where to set conditions up, which operators exist, and when to use which one.
- Branches & paths in the flow builderEdges between nodes define how a lead travels through your funnel. Without conditions every lead follows the default path. With conditions, parallel paths emerge that diverge based on the lead's answer. This article shows how to build clean branches and how to avoid dead-end paths.
- Date conditions: within, outside and within_periodDate conditions work differently from text or number comparisons because they operate on time spans. Funnelforms supports the classic comparisons (before, after, between) plus three specialised operators: within, outside and within_period. This article explains when to use which.
- Verifying logic: common mistakes and pitfallsWhen a lead doesn't land where they should, or a webhook isn't triggered, the cause is almost always one of four things: a condition that doesn't match, an edge that is missing or pointing wrong, a path that doesn't reach submit, or an action the receiving system rejects. This guide walks you…