Workflow Trigger: Form Submitted

The Form Submitted Workflow Trigger will allow you to build a workflow that triggers whenever a form is submitted. Contacts who submit forms will be added to the workflow, allowing you to set up a variety of follow up actions once their form submission is completed. This article will outline how to set up a workflow using the Form Submitted Workflow Trigger.

• *Note that this article will assume that you have customized forms already set up in your account. For an overview of how to create customized forms, see our article, “How To Customize a Form Or Survey”.

Step 1: Start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

• Click “Add New Workflow Trigger”

• Select Form Submitted in the Contact Actions section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.

• (Optional) Change the display name of this trigger within the workflow builder under the Workflow Trigger Name textbox. Note that this won’t change any content or functionality related to this trigger or workflow other than the display name of the trigger which is only displayed within the workflow builder

• Press + Add filter to bring up the Filters section. Here you will see some options to let you filter by specified customers or forms.

  • The In Form parameter allows you to only allow submissions of specified forms to trigger this workflow

  • Custom Fields allows you filter by contacts who have a specified custom field assigned to them so that only contacts who have the selected custom field can be added to this workflow

  • If you choose to leave the Filters section blank, then this workflow will be triggered by all Form Submissions from any contacts anywhere in your account.

• Press Save Trigger in the bottom right corner of the Trigger setup menu

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Actions to be triggered by the Form Submitted trigger or you can leave this workflow without any actions.

Step 4: Press Save in the top right corner of your browser to save the workflow

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your workflow is set up and ready to go with the Form Submitted Workflow Trigger.