ioZen
Built-in Automation

Form automation without the duct tape

Submissions flow directly into workflows, contacts, and process boards. No Zapier subscriptions. No Airtable databases. No fragile integrations that break at 2am.

The old way vs ioZen

The Zapier stack

  • Form tool ($30/mo) + Zapier ($50/mo) + Airtable ($20/mo)
  • Zaps break when you change a field
  • Data scattered across three platforms
  • Hit task limits, pay for more
  • Something breaks, you troubleshoot three tools

With ioZen

  • One platform, one price, everything included
  • Native connections, nothing to break
  • Data flows automatically to where it needs to go
  • Unlimited automations, no task limits
  • One place to check when something needs attention

The true cost of duct tape stacks

What you actually pay when you connect form + automation + database
馃捀

Monthly subscriptions

Typeform Pro ($50) + Zapier Starter ($30) + Airtable Plus ($20) = $100/mo minimum. Before you hit any limits.

馃敡

Maintenance time

2-5 hours per month fixing broken Zaps, updating field mappings, and figuring out where data went wrong.

馃槫

Lost submissions

When a Zap fails silently, leads fall through the cracks. You find out when a customer complains.

What automation looks like in ioZen

Someone fills out your quote request form. Automatically: a contact is created with their details, a card appears on your sales board in the "New Leads" column, and if they checked "urgent," it gets tagged as high priority.

No Zap to configure. No webhook to test. No integration to monitor. It just works because forms, workflows, and CRM are the same system.

How form automation works

Native, not bolted on
1

Form submission comes in

Through IntakeBot, embedded form, or direct link. Data is structured and validated by AI.
2

Record and contact created

Submission becomes a record. Contact is created or matched if they exist. Everything linked.
3

Card lands on the right board

Routing rules send it to the correct process board based on submission data.
4

Your team takes action

Work the board, move cards through stages, close deals. All from one interface.

The savings add up

What teams save switching from duct tape stacks

Monthly tool cost

$100+ $0

Free tier covers most teams

Maintenance hours

5 hrs/mo 0 hrs

Nothing to maintain

Lost submissions

5-10% 0%

Native system, no failures

The native pipeline

No integrations to configure or monitor

Form submitted

Any entry point

Record created

Structured data

Contact linked

Auto-matched or created

Card on board

Ready for workflow

Work completed

Move to done

Routing is automation

The right submission goes to the right place automatically

flowchart TD

    %% Main nodes
    A["馃 <b>IntakeBot</b><br/><small>Collects information</small>"]
    B{"Routes based<br/>on answers"}

    C["<b>Quote Request</b><br/><small>Sales Board</small>"]
    D["<b>Support Ticket</b><br/><small>Support Board</small>"]
    E["<b>Job Application</b><br/><small>HR Board</small>"]

    %% Connections
    A --> B
    B --> C
    B --> D
    B --> E

    %% Styling
    classDef intakeBot fill:#c96a35,stroke:#c96a35,color:#fff,stroke-width:2px
    classDef router fill:#f5f5f4,stroke:#e7e5e4,color:#44403c,stroke-width:2px
    classDef destination fill:#fff,stroke:#e7e5e4,color:#44403c,stroke-width:1px
    classDef highlighted fill:#fef3ec,stroke:#c96a35,color:#44403c,stroke-width:2px

    class A intakeBot
    class B router
    class C highlighted
    class D destination
    class E destination
See the Sales Board in detail

馃敆 Why native beats integrations

Every integration is a point of failure. When form, workflow, and data live in the same system, there is nothing to break, nothing to sync, nothing to troubleshoot at 2am.

With integrations: Zap fails, data disappears, you find out later (if at all).
With ioZen: Same system, instant flow, nothing lost.

Sales Board

Form submissions become actionable cards instantly

New Leads

2

Website Redesign

Form submission 路 2 min ago

New

Brand Identity

Form submission 路 15 min ago

New

Contacted

1

Brand Identity

Form submission 路 15 min ago

New

E-commerce Build

Form submission 路 Yesterday

Warm

Proposal Sent

0

Won

0

What form automation includes

Auto record creation

Every submission becomes a structured record automatically

Contact matching

Link to existing contacts or create new ones

Board card creation

Submissions land on the right process board

Conditional routing

Send different submissions to different workflows

Auto-tagging

Tag cards based on submission data

Email notifications

Notify your team when submissions come in

Related use cases

Explore other ways to use ioZen

Client Intake

Collect everything you need from new clients before kickoff.

Quote Requests

Get complete project details and quote accurately the first time.

Support Tickets

Smart triage that diagnoses issues before routing.

Ready to try it?

Turn forms into conversations. Track everything in one place. Start free today.

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