Automation

Automation refers to using predefined triggers and rules to perform tasks without manual intervention. In digital publishing, this typically means automatically sending emails, syncing captured leads to external tools, or triggering actions when specific events occur — such as a new lead submission or a document view.

Manual follow-ups and data transfers are slow and error-prone, especially at scale. Automation ensures that leads are captured and routed instantly, emails go out on time, and your publishing workflow stays connected to the rest of your marketing and sales stack without constant human oversight.

FlipLink's [Automation & Integrations](/features/automation-and-integrations) feature connects your flipbooks and documents to external services through webhooks and integrations. When a reader submits a lead capture form, FlipLink can automatically send that data to Google Sheets, your CRM, or any webhook endpoint in real time. You can also configure automated email notifications using FlipLink's built-in email templates so that new leads receive instant follow-ups. These automations run in the background with no manual steps required after initial setup.

A B2B software company embeds a lead capture form in their product demo flipbook. When a prospect fills out the form, FlipLink automatically pushes the contact details to their Google Sheet and sends the prospect a personalized follow-up email with a link to schedule a demo call.