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Automate Data FlowFrom Forms to Your Systems

Prefill forms from existing data, trigger workflows on submission, sync bidirectionally.

No coding required.

The Data Disconnect Problem

Most organizations suffer from the same issue: data lives in silos.

Typical broken workflow:

  1. Customer fills out lead form on website
  2. Data sits in form tool (JotForm, Typeform, Google Forms)
  3. Someone manually copies data into CRM
  4. Someone else manually creates account in billing system
  5. Admin manually updates spreadsheet
  6. Team manually emails confirmation

Problems:

Organizations spend $50,000-200,000 annually on staff time doing manual data entry that could be automated.

UnicornForms Data & Automation

We built our automation engine to eliminate manual data transfer and connect forms directly to your workflows.

Intelligent Form Prefill

The problem: Asking customers to re-enter information you already have creates friction.

The solution: Pre-populate forms with data from your systems.

Example 1: Returning Patient

Example 2: Annual Renewal

Example 3: Sales Follow-Up

Data sources for prefill:

Workflow Triggers & Actions

Every form submission can trigger unlimited automated actions:

Notification Actions

Data Actions

Workflow Actions

Conditional Actions

Run different actions based on form answers:

Example: Grant Application

Example: Support Ticket

Bidirectional Data Sync

Don't just push data one direction—keep systems synchronized:

Example: Student Information System

Example: CRM Integration

Supported sync modes:

Data Validation & Enrichment

Improve data quality automatically:

Validation rules:

Data enrichment:

Example: Lead Form

Bulk Operations & Data Management

Process hundreds or thousands of forms efficiently:

Bulk send with personalization:

Bulk data updates:

Mass export:

API Access & Webhooks

For technical teams that need full control:

REST API:

Webhook endpoints:

Example webhook payload:

{
  "form_id": "enrollment-2025",
  "submission_id": "sub_abc123",
  "submitted_at": "2025-10-12T14:30:00Z",
  "data": {
    "student_name": "Jane Smith",
    "grade": "3",
    "parent_email": "parent@example.com"
  }
}

Post to your server, process as needed, return response.

Advanced Automation Examples

Education: Enrollment to SIS Pipeline

  1. Parent completes enrollment form
  2. Trigger: Form submission
  3. Validate: Check for duplicate student
  4. Create: New student record in PowerSchool SIS
  5. Generate: Enrollment confirmation letter (PDF)
  6. Email: Send confirmation to parent + attach letter
  7. Notify: Alert registrar of new enrollment
  8. Schedule: Create task for records office (verify documents)

Result: 30 minutes of manual work → fully automated

Healthcare: Patient Intake to EMR

  1. New patient completes intake form
  2. Validate: Check existing patient database
  3. Enrich: Look up insurance provider details
  4. Create: Patient record in Epic EMR
  5. Generate: Patient chart with medical history
  6. Assign: Auto-assign to next available provider
  7. SMS: Send appointment confirmation with instructions
  8. Update: Add to front desk check-in list

Result: 45 minutes of intake processing → 2 minutes

Legal: Client Onboarding Workflow

  1. Prospective client submits intake form
  2. Check: Conflict of interest database
  3. Create: Matter in practice management system
  4. Generate: Engagement letter with custom terms
  5. Send: Letter via DocuSign for e-signature
  6. Monitor: Wait for signature
  7. Trigger: On signature, create time entry records
  8. Notify: Assign attorney + paralegal to matter

Result: 2 hours of admin work → automated

Nonprofit: Donor Management

  1. Donor completes pledge form
  2. Create: Donor record in Salesforce NPSP
  3. Generate: Pledge agreement letter
  4. Email: Send confirmation + tax info
  5. Schedule: Create recurring donation tasks
  6. Update: Add to monthly donor email campaign
  7. Notify: Development director of major gift (if > $5,000)
  8. Track: Add to fundraising dashboard

Result: 20 minutes per donor → instant

Data Security & Compliance

Encryption

Access Controls

Compliance Certifications

Data Retention & Deletion

Analytics & Reporting

Understand your data flows:

Submission analytics:

Integration health:

Data quality metrics:

Custom dashboards:

Pricing

Data & Automation features are included in higher tiers:

Review & Approve ($49/user/month):

Data & Integrations ($99/user/month):

Enterprise (Custom pricing):

Getting Started

Set up your first automation in 10 minutes:

  1. Create form (or use existing)
  2. Configure trigger ("On form submission...")
  3. Add actions (create CRM record, send email, etc.)
  4. Map fields (form field → CRM field)
  5. Test with sample submission
  6. Activate automation

No coding required. Use our visual workflow builder.

Related Products

Common Questions

Do I need to know how to code? No. Our visual workflow builder lets you create complex automations with drag-and-drop. Advanced users can use our API for custom logic.

What if my system isn't listed? We support custom integrations via API/webhooks. If it has a REST API, we can connect to it. We also offer professional services for complex integrations.

How real-time is the data sync? Most integrations sync within 1-2 seconds. Some systems (like certain SIS platforms) may have 5-10 second delays due to their API rate limits.

Can I test automations before going live? Yes. Use "Test Mode" to send sample data through your workflows without affecting production systems. See exactly what will happen.

What happens if an integration fails? We automatically retry failed actions (up to 5 times with exponential backoff). If still failing, you receive an email alert and can manually reprocess.

Can I have different automations for different forms? Yes. Each form can have its own unique set of workflow triggers and actions. Or create reusable workflows that work across multiple forms.

Our Customers Love Us

"Our online registration process has steadily improved using UnicornForms making it easier to capture much needed information from our clientele."
Alfred

Alfred

Director, Houston Film Commission

"I have always been able to communicate with UnicornForms directly. There's more personable conversations. It's not going through a chat bot."
Amy

Amy

Interim CEO, Barbershop Books

"UnicornForms is the best! Seriously. Their product and support is amazing."

Carla

Systems and Data Manager, Community Preschools

The Numbers Are Clear

95%
Fields Autofilled

Reduce manual data entry by pre-populating from existing systems

< 1 sec
Sync Time

Data flows to your systems in real-time, not batch overnight

Zero
Manual Data Entry

From form submission to system update, fully automated

Simple Pricing

Contracts & Agreements

$15 /user/month

Sending up to 10 contracts a month? This tier is for you!

  • Up to 10 contracts a month
  • Legally Binding eSign
  • Templates
  • Branding Support
  • Automated Translations
  • Best Mobile UX

Review & Approve

$49 /user/month

Workflows ideal for contract automation, registrations and applications

  • Up to 1000 contracts a year
  • Document Editor
  • Grouped Fields
  • Signer Attachments
  • Form Builder
  • Export to CSV
  • Reminders & Workflow

Data & Integrations

$199 /user/month

Enhanced features for growing businesses to scale operations

  • Up to 5000 contracts a year
  • Form Data Autofill
  • PII/PHI Data Masking
  • SMS Identity Validation
  • Forms & Collections
  • Bulk Send

Ready to Transform Your Workflow?

Trusted by nonprofits, schools, and healthcare teams across the US.

View pricing →