Umbraco.Forms.Automate

Umbraco Forms triggers and actions for Umbraco Automate.

Overview

Umbraco.Forms.Automate is a provider package that connects Umbraco Forms to Umbraco Automate, exposing form submission and record management events as first-class triggers and actions in Automate flows — for example, posting to a channel when a form is submitted, or exporting entries on a schedule.

Key Features

• 2 triggers — react to form submission and entry approval events, with optional per-form filtering
• 2 actions — submit form entries programmatically and export entries from automation steps
• Rich trigger outputs — form ID, form name, record ID, state, timestamps, IP, member key, culture, the record's field values as JSON, plus the submitted form's fields exposed individually (bindable as fields.<alias> in the expression picker)
• Zero configuration — triggers and actions are automatically discovered by Umbraco Automate

Installation

dotnet add package Umbraco.Forms.Automate

No further wiring is required — triggers and actions are auto-discovered by Umbraco Automate.

Requirements

• .NET 10.0
• Umbraco CMS 18.x
• Umbraco Forms 18.0+
• Umbraco.Automate 18.0+

Triggers

Fire an Automate flow when something happens in Forms.

Trigger	Fires when…
Form Submitted	A form entry is submitted
Form Entry Approved	A form entry is approved

Both triggers produce a FormRecordOutput containing the form ID, form name, record ID, state, timestamps, IP, member key, culture, and the record's field values as JSON. Triggers can be filtered to specific forms via the settings, or left blank to match all forms.

When one or more forms are selected in the trigger settings, those forms' fields are additionally exposed as individual fields.<alias> outputs in the Insert Binding Expression picker (the union of the selected forms' fields), so you can bind directly to fields.email, fields.name, and so on. Leaving the filter blank matches all forms and lists only the standard outputs above; the submitted form's fields.<alias> values are still populated at runtime.

Actions

Run Forms operations from an Automate flow.

Action	What it does
Submit Form	Programmatically submits a form entry with field values
Export Form Entries	Exports form entries as a JSON array (with optional approved-only filter and pagination)

How It Works

Umbraco Forms publishes notifications directly through Umbraco CMS's standard notification pipeline, so triggers subscribe to Forms notifications natively — no bridge handlers are required.

Development

dotnet restore
dotnet build
dotnet test

Project layout

src/
  Umbraco.Forms.Automate/            # Package source (triggers and actions)
tests/
  Umbraco.Forms.Automate.Tests.Unit/
demo/
  Umbraco.Forms.Automate.DemoSite/   # Demo Umbraco site

NuGet feeds

This project uses central package management. The Umbraco.Automate.* packages are sourced from the Umbraco Nightly feed via nuget.config.

License

MIT — see LICENSE for details.