The Form Submitted workflow trigger enables automatic actions whenever a form is submitted through your CRM. Whether it is 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 Form Submitted.

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 the form that you would 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: 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 have 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 have 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.

Frequently Asked Questions #

What does the Form Submitted trigger do? #

It automatically starts a workflow whenever a form is submitted in your CRM, enabling auto-replies, team notifications, or record updates.

Does this trigger work with any form? #

No. It only works with forms that were created in your CRM.

How do I target a specific form? #

Use the Form Is filter, then select the desired form from the second dropdown so only that form activates the workflow.

What is the Terms and Conditions filter used for? #

It segments users by their T&C agreement status, supporting user segmentation, compliance assurance, and customized workflow paths.

What is a common use case for this trigger? #

Sending an SMS or email auto-reply to a customer and notifying a team member to follow up when a form is filled out.

How do I activate the workflow once configured? #

Click Save Trigger, add your workflow actions, then Publish and Save the workflow to enable it.