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Overview

GetSite’s Automation Features allow you to automate repetitive tasks and create custom workflows for your website projects. By connecting your GetSite account with popular automation platforms like Zapier, you can streamline processes, save time, and increase efficiency in your website management activities.

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Key Features

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Workflow Automation

Create automated workflows to handle repetitive tasks:
  • Custom Triggers: Set specific events that initiate automated processes
  • Conditional Logic: Create workflows that respond differently based on conditions
  • Scheduled Actions: Automate tasks to run at specific times
  • Multi-step Workflows: Chain together multiple actions in sequence
  • Error Handling: Configure how the system responds to automation errors

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Zapier Integration

Connect GetSite with thousands of other applications through Zapier:
  • Bi-directional Data Flow: Send and receive data between GetSite and other apps
  • No-code Setup: Create integrations without programming knowledge
  • Template Workflows: Start with pre-built automation templates
  • Custom Zaps: Create your own unique automation sequences
  • Testing Tools: Test your automations before deploying them

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Form Automation

Automate actions triggered by form submissions:
  • Email Notifications: Send customized emails when forms are submitted
  • Data Export: Automatically export form data to spreadsheets or CRMs
  • Follow-up Actions: Trigger follow-up processes after form submissions
  • Lead Assignment: Automatically assign leads to team members
  • Confirmation Messages: Send customized confirmation messages to form submitters

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Content Automation

Automate content-related tasks:
  • Content Updates: Schedule regular content updates
  • Social Media Sharing: Automatically share new content on social platforms
  • Content Approval Workflows: Streamline the content approval process
  • Content Backups: Automatically back up your website content
  • Analytics Reporting: Generate and distribute regular analytics reports

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Usage Instructions

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Setting Up Zapier Integration

1

Access Automations Dashboard

Navigate to app.getsite.ai/automations.
2

Connect with Zapier

Click on “Connect with Zapier” and follow the authentication process.
3

Select Trigger

Choose an event in GetSite that will trigger your automation.
4

Configure Action

Select and configure the action that should happen when the trigger occurs.
5

Test Connection

Test your automation to ensure it works as expected.
6

Activate Automation

Turn on your automation to make it live.

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Creating a Form Submission Workflow

1

Access Form Settings

From your Forms Dashboard, select a form and go to its settings.
2

Configure Automation

Click on “Automation” and select “Create New Workflow”.
3

Set Trigger Conditions

Define specific conditions when the automation should trigger (e.g., only for certain form fields).
4

Configure Actions

Select what should happen when the form is submitted (e.g., send email, add to CRM).
5

Test Workflow

Submit a test form entry to ensure the automation works correctly.
6

Activate Workflow

Enable the workflow to make it active for all future form submissions.

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Common Automation Workflows

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Lead Generation Automation

1

Form Submission

Visitor submits a contact or lead form on your website.
2

CRM Integration

Contact information is automatically added to your CRM system.
3

Email Notification

Sales team receives notification about the new lead.
4

Auto-responder

Lead receives automatic thank you/confirmation email.
5

Lead Scoring

Lead is scored based on form responses and assigned to appropriate team member.

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Content Publishing Workflow

1

Content Created

New content is created and published on your website.
2

Social Media Posts

Automated posts are created on connected social media platforms.
3

Email Newsletter

Content is automatically added to your next email newsletter.
4

Analytics Tracking

Special tracking is set up to monitor this content’s performance.
5

Scheduled Follow-up

Follow-up actions are scheduled for a future date based on performance.

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Best Practices

  • Start Simple: Begin with basic automations before creating complex workflows
  • Document Workflows: Keep track of all your automated processes
  • Regular Testing: Periodically test automations to ensure they still work
  • Monitor Performance: Track how automations are performing and adjust as needed
  • Avoid Overlaps: Ensure different automations don’t conflict with each other
  • Error Notifications: Set up alerts for when automations fail
  • Review Regularly: Periodically review if automations are still necessary