In This Article:
What is Intelligence?
Where to Find Intelligence
How to Set Up and Use Intelligence
Matching Logic & Conditions
Modifying Values in Target Forms
What is Intelligence?
Intelligence enables dynamic form behavior by performing actions based on responses. You can:
Automatically create new records
Instantly update existing records
Trigger actions when forms are submitted or edited
Use conditions and logic to control when and how actions are applied
This is particularly useful when managing related forms or datasets—such as updating a contact record when a new form is submitted or pushing data from one form to another.
Where to Find Intelligence
Open any form (new or existing) inside the Form Builder
Click the Functions icon (⚙️) from the toolbox on the right-hand side
Select the Intelligence tab
The toolbox will update to display the Intelligence builder
How to Set Up Intelligence
To create a new Intelligence rule:
Click the ➕ Plus icon in the top-right corner of the Intelligence panel
A new Intelligence setup card will appear where you can configure your automation
Step-by-step Setup:
Field | Description |
Name | Give your Intelligence rule a clear, descriptive name |
Action Type | Choose between: |
Trigger Timing | Choose when to trigger the action: |
Target Form | Select the form you want to create or update a record in |
Match Criteria | Define how to match the target record: |
Match Types Explained:
Response ID – Matches the unique response ID of a submission
Form Field Answer Value – Matches a specific field’s answer from one form to another
Fixed Value – Use a set value to find matching entries
Each option will show additional fields depending on what you choose:
E.g. For Form Field Answer Value, you’ll map both the source and target form elements.
Conditions
You can add conditional logic to determine whether the Intelligence action should be executed.
Choose either Action or Do Not Action when conditions are met
Click the ➕ button to add one or more logic-based conditions using the "When" formula system (similar to regular form logic)
Modifying Values in Target Form
Once the action is triggered, you can specify how values should be handled in the target form.
Choose How to Modify:
Set Value – Overwrites existing data with new input
Add – Adds to a numeric value
Subtract – Subtracts from a numeric value
Select Value Type:
Answer Value – Uses a value from the submitted form
Fixed Value – Manually input a value
Special Value – Use system values like date/time, username, etc.
Function Value – Use formulas or functions
You can then define which target form element should receive this value.
Add Multiple Actions
You can add multiple update actions by clicking the plus button again, allowing your Intelligence rule to affect several fields or records in one go.
Example Use Cases
Automatically update a customer record when a feedback form is submitted
Create a new job record when a project intake form is filled
Sync contact details between multiple forms in a workflow
Apply a discount or update a product inventory when an order is placed
Summary
Feature | Description |
Trigger Options | Submission, update, or both |
Target Forms | Any form in your account |
Match Methods | Response ID, Field Value, Fixed Value |
Value Logic | Set, Add, Subtract |
Conditions | Fully customizable with form logic |