How To Use Typeform Integration in Tekmatix Workflows

Why This Matters

Collecting form submissions and manually processing them can be slow and error-prone. Tekmatix’s Typeform Integration allows you to react to Typeform entries instantly and perform automated tasks within workflows. This streamlines onboarding, feedback collection, and CRM updates, saving time and ensuring consistency.

By using this integration, teams can automatically route leads, create tasks, update contacts, and notify internal stakeholders without leaving Tekmatix.

Key Benefits

• Instant Routing: Start workflows immediately when a Typeform submission is received
  

• Form Operations at Scale: Create or duplicate forms automatically for each client/project
  

• Response Utilization: Search previous submissions to personalize follow-ups and enrich CRM data
  

• Reduced Context Switching: Perform common form tasks directly in Tekmatix Workflows
  

• Predictable Billing: Premium executions are billed per run, with optional sub-account rebilling
  

Triggers & Actions Overview

Step-by-Step Guide: Setting Up Typeform Integration

Step 1: Connect Typeform

Option A – From Trigger/Action step:

1. Go to Automated Workflows → Open/Create Workflow
   

2. Click + Add Trigger → search Typeform (or + Add Action)
   

3. Select New Entry (Instant) trigger or a Typeform action
   

4. Click Connect Now, sign in to Typeform, and authorize Tekmatix

How to Configure:

Click on Test Your Trigger > Fetch Trigger Data -> Webhook starts waiting for a new sample payload -> User does a quick form submission -> New sample payload is detected by Test Trigger.

Once the payload is detected, select it and save the trigger. After saving, you can choose the questions by their titles in the output and map the corresponding answers directly.

Option B – From Settings → Integrations:

1. Go to Settings → Integrations → Typeform

2. Complete the OAuth connection for your sub-account

Step 2: Configure the Trigger

1. Click Test Your Trigger → Fetch Trigger Data
   

2. Submit a sample Typeform entry
   

3. Confirm that a sample payload is received
   

4. Map form questions by their titles to workflow fields
   

Step 3: Build Your First Workflow

1. Open Automated Workflows → Create Workflow (or edit existing)
   

2. Add New Entry (Instant) trigger → select the desired form
   

3. Add Typeform Actions such as Create/Update Contact and map fields
   

4. Add follow-up actions (e.g., Send Email, Notify User, Create Opportunity)
   

5. Publish and test by submitting the Typeform once → verify entries in Execution Logs
   

Sample Scenario: Automating Client Onboarding

Goal: Automatically create tasks, update contact info, and notify the team when a client fills out the onboarding Typeform

Workflow Setup:

• Trigger: Typeform → New Entry (Instant)

• Filter: Form Name = “Client Onboarding Form”

• Actions:
  

  • Create task in ClickUp

  • Update contact field in Tekmatix

  • Send internal notification
    
    

Example:
A new client submits the “Client Onboarding Form.” Instantly:

1. ClickUp task is created with client details

2. Contact field in Tekmatix is updated

3. Internal team receives a notification to start onboarding
   

Additional Use Case: Conditional Follow-Ups

Scenario: Create documents and send notifications based on submitted order quantity

• Trigger: Typeform → New Entry (Instant)

• Actions:

  • Create new document (ClickUp)

  • Condition: total_items = 3 → update contact, send notification & email

  • Else → end workflow
    
    

Outcome:
Only orders with exactly three items trigger follow-ups; other entries are processed differently automatically

Frequently Asked Questions

Q: Do I need a paid Typeform plan?
A: No, integration works with free or paid accounts; Typeform plan limits still apply

Q: Can all users access this integration?
A: Yes, any account with workflows and integrations access

Q: Where do new/duplicated forms appear?
A: In the connected Typeform workspace tied to the OAuth account

Q: Can I edit questions from a workflow?
A: Not currently; only Create Empty Form, Duplicate Existing Form, and Search Responses are supported

Q: How do I troubleshoot errors?
A: Check Execution Logs; reconnect Typeform if authorization expires