🏷️ New Feature: Submission Tags & Rules
We’re excited to introduce Submission Tags & Rules, a powerful new automation feature for Basin Premium users and above!
What’s New?
With Submission Tags & Rules, you can automatically categorize incoming submissions using AI-powered tags — then trigger custom actions (like sending targeted emails or firing webhooks) based on those tags, all without lifting a finger.
- Auto-categorize leads and inquiries with AI-assigned tags based on your definitions
- Route submissions to different teams or workflows instantly
- Trigger emails or webhooks for any combination of tags (support, sales, urgent requests, etc.)
- Organize and manage your submission data for better follow-up, analysis, and automation
How Does It Work?
- Define your tags in the Lead Agent settings — e.g., “High-Value Lead,” “Product Inquiry,” “Support Request.”
- When a submission comes in, Basin’s AI will automatically tag it based on your criteria.
- Set up rules: For each tag (or combination of tags), trigger custom webhooks or send targeted emails using your favorite templates.
- Monitor and refine: Review how tags are assigned and how rules are triggered to keep your workflow humming.
Why Use Submission Tags & Rules?
- Never miss an important submission again — high-priority leads or urgent requests are surfaced and routed instantly
- Reduce manual triage — let AI organize, categorize, and trigger actions for you
- Supercharge your workflows — connect submissions to the right teams, tools, and automations
Note: This is a Premium feature. Free, Basic, and Standard users will need to upgrade to unlock AI-powered tags and rules.
Ready to Automate?
Get started by defining a few key tags in your form’s Lead Agent settings. Set up your first rule — and watch the magic happen! For more details, check out our Submission Tags & Rules Guide.
Unlock smarter automation and take control of your submission workflows with Basin’s new Submission Tags & Rules — available now!