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Form routing

Every submission enriched, understood, and sent to the right place.

A response arrives and an agent reads what the person wrote, enriches their company, decides where it belongs, and files it — as a deal, a support thread, or a reply within minutes.

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How it works

Three steps to a standing task

  1. Step 01

    Point your form webhook at Helios

    Helios webhook triggers are signed with a secret you control and rotate. Each response starts a run the moment it is submitted.

  2. Step 02

    Describe the routing

    Say which submissions are sales, which are support, and who owns which territory. The agent reads the open-text answers, so routing reflects intent rather than a dropdown.

  3. Step 03

    Land it where the work happens

    Deals go to the CRM with an owner. Support requests become threads with a priority. Everyone gets a reply that references what they wrote.

The run

What the agent actually does

Every step below is a real tool call: the agent reaches for the API it needs, reads what it finds, and acts.

Typeform response webhook

For each demo request, enrich the company, score fit, route it, and reply within five minutes.

  1. typeform·read the response and hidden fields
  2. apollo·enrich the company and person
  3. attio·create the deal and assign an owner
  4. resend·send a tailored reply
  5. slack·notify @dana in #inbound

Routed and answered in 3 minutes

  • Northwind · 240 employees · Series B
  • Fit score 87 · assigned to @dana by territory
  • Reply referenced their goal of consolidating tools
  • Deal created with the use case summarized

Reach

The tools this agent touches

Each one connects once, and the agent gets its complete API.

This task belongs to Marketing. See the rest of what that team hands off.

FAQ

Questions, answered

Put an agent on form routing.

Describe the task, attach a trigger, and let it run around the clock.

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