Form Submitted Trigger

The Form Submitted workflow trigger enables automatic actions whenever a form is submitted through your CRM. Whether it’s sending an instant auto-reply, notifying your team, or updating records, this trigger simplifies communication and follow-ups.

NOTE: This only works if the form was created in your CRM. 

Adding the Form Submitted Trigger

To get started, click on “Add New Trigger” and select and select Form Submitted.

NOTE: To publish workflows, you must establish a workflow trigger and action. Without both, you can only save the workflow and not publish it.

Add Filters

To add a filter, click on the Add Filters button. 

Form Is

Click the Add Filters button and select “Form Is” from the dropdown. Then in the second dropdown select a form from the that you’d like to use to trigger your workflow. 

Terms and Conditions

Configure filters based on users who have agreed or not agreed to the Terms and Conditions (T&C). This allows for:

• User Segmentation: Helps you distinguish users based on their T&C agreement status.
• Compliance Assurance: This ensures that only users who have accepted the terms proceed in workflows.
• Customized Workflow Paths: You can tailor actions based on T&C agreement status for targeted user experiences.
  
  

This workflow trigger is great for setting up auto-replies via SMS or email to customers and notifying team members when a form is filled out that they need to follow up on.

Once you’ve set up your filters and reminders, click "Save Trigger" to finalize your form-submitted workflow.

NOTE: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you’ve set up the trigger and its actions, Publish and Save the workflow to enable its functionality.

Using the Form Submitted trigger optimizes customer interactions and streamlines internal processes. By applying filters like Terms and Conditions agreements, businesses can ensure compliance and create more personalized workflow automation.