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feat: use form responses as workflow variables#24716

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CarinaWolli merged 432 commits intomainfrom
feat/routing-form-variables
Nov 13, 2025
Merged

feat: use form responses as workflow variables#24716
CarinaWolli merged 432 commits intomainfrom
feat/routing-form-variables

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@CarinaWolli
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@CarinaWolli CarinaWolli commented Oct 27, 2025

What does this PR do?

This PR adds support for using routing form responses as workflow variables for the new routing form triggers. Also booking questions can now be used in the Cal.ai template

Example:
Routing form field:
Screenshot 2025-10-27 at 6 46 09 PM
Workflow variable: {COMPANY_NAME}


Summary by cubic

Enables using routing form responses as workflow variables and allows Cal AI phone calls as actions in form-triggered workflows, including proper event type selection for outbound calls.

  • New Features

    • Use routing form responses as variables in email, SMS, and AI phone call templates (supports arrays and custom fields).
    • Allow CAL_AI_PHONE_CALL in form-triggered workflows; calls can be scheduled from form submissions.
    • Pass routedEventTypeId from routing decisions to workflow scheduling; execute calls with form context.
    • Add outboundEventTypeId to agents for form-triggered calls; selectable in the Outgoing Calls tab when trigger is FORM_SUBMITTED.
    • Improve test/web call dialogs to validate and choose the right event type based on trigger.
    • Extend API v2 FORM_ALLOWED_STEP_ACTIONS to include CAL_AI_PHONE_CALL.
  • Migration

    • Run Prisma migrate to add Agent.outboundEventTypeId.
    • When using FORM_SUBMITTED with Cal AI calls, select an outbound event type in Agent configuration.

Written for commit 81abd80. Summary will update automatically on new commits.

@graphite-app graphite-app bot requested a review from a team November 4, 2025 12:23
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No issues found across 2 files

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No issues found across 8 files

Base automatically changed from feat/cal-ai-routing-triggers to main November 11, 2025 13:24
@ThyMinimalDev ThyMinimalDev requested review from a team as code owners November 11, 2025 13:24
@github-actions github-actions bot added High priority Created by Linear-GitHub Sync routing-forms area: routing forms, routing, forms ✨ feature New feature or request labels Nov 11, 2025
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@rodrigoehlers rodrigoehlers left a comment

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Changes look good to me and runs like a charm locally!

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consumer core area: core, team members only ✨ feature New feature or request High priority Created by Linear-GitHub Sync ❗️ migrations contains migration files ready-for-e2e routing-forms area: routing forms, routing, forms size/XL

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Routing form workflow variables

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