Webtzm Docs

Deliver the whole submission to an inbox

A window installer quotes from a short brief: rooms, measurements, a deadline. The team works out of a shared inbox and does not want a spreadsheet in the loop. The submission itself should be the message.

Steps
4
Plan
Pro
Output
Email to inbox
Mode
Advanced builder
The scenario
A small installer with a shared quotes@ inbox. Everything is triaged by reading and replying; nobody logs in to a dashboard during the day.
What you end up with
Each quote request arrives as a formatted message in the inbox you choose, carrying every submitted answer.
You need
  • Gmail sending connected in Account › Google
  • A Pro workspace — Email to inbox is a Pro output
  • The inbox address the messages should go to
  1. Setup › Output

    Understand which email this is

    Webtzm can send you two very different emails, and the console keeps them apart because confusing them wastes an afternoon.

    Compared onEmail to inboxOwner submission alert
    What it isThe workflow's output — the record itselfA notification that something happened
    What it containsEvery submitted answerMetadata only: which form, when, what state
    Where you set itSetup › OutputBehavior › Delivery & alerts
    Can you have both?Yes — they are independentYes
  2. Setup › Output

    Choose Email to inbox

    The five output modes with Email to inbox selected: Sheet row only, Email to inbox, PDF, Google Doc and JSON file. Open full size
    The five outputs, with the note that inbox delivery is separate from the metadata-only Delivery & alerts messages — stated on the control itself.
  3. Setup › Output

    Set the recipient, the subject and the body

    Selecting the output reveals its own settings. This is where the message is composed once, rather than by whoever happens to read it.

    Email output settings including the recipient, subject line, format and a message body editor. Open full size
    The subject line is worth care: it is what the shared inbox sorts and searches on. Put the submitted values you triage by into it.
    • Recipient — the inbox that receives the record. Use a shared address, not a person's, so it survives somebody's holiday.
    • Subject — build it from the fields you triage by, so the inbox list is readable without opening anything.
    • Body — the message itself. Every submitted field is available to place in it.
  4. Dashboard › Submissions

    Publish and confirm

    Copy the generated code onto your page exactly as in the registration tutorial, publish, and send one invented quote request.

    Confirm in two places. The message should be in the inbox, and Submissions should show Delivered against that submission. If the console says Delivered and the inbox is empty, look in spam and check the recipient address — delivery succeeded on Webtzm's side.

When to choose this output, and when not to

Inbox delivery suits work that is done by replying. It is a poor fit for anything you will later want to count, sort or report on, because an inbox is not a table.

  • Choose it when every submission becomes a conversation, and the record's job is to start one.
  • Choose a Sheet row instead when you will ever want to ask how many, from where, or how fast.
  • Choose both — as two workflows — when the team replies from the inbox but somebody reports on the numbers monthly.

The difference is not theoretical. Here is one submission as it arrives through each route — the output carries every answer, and the alert carries none:

The workflow output — Email to inbox — the record itself
Subject: Quote request from Tom Whitfield

Webtzm submission record
Reference: 7dab7d37-7f65-4002-a8f3-968285618928
Accepted at: 2026-09-07T09:51:07.738Z
Synced at: 2026-09-07T09:51:30.749Z
Timezone: UTC

Name: Tom Whitfield
Email: tom.whitfield@example.com
Job: Replace six sash windows at the front of a Victorian terrace. Single glazed at the moment.
Rooms: 6 or more
Preferred Date: 2026-10-12
The owner alert — Delivery & alerts — a notification, not a record
Subject: [Webtzm] New submission — Quote request

Webtzm accepted a new submission for Quote request.
Reference: 7dab7d37-7f65-4002-a8f3-968285618928

No submitted answers are included in this alert.

Where to go next

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