Overview

The Form Submitted workflow trigger activates a workflow whenever a form is submitted. This trigger lets you automatically add contacts who submit forms to a workflow so you can run follow-up actions based on what they submitted.

Note: This article assumes you already have customized forms set up in your account. For an overview of how to create customized forms, see How To Customize a Form Or Survey.

Steps to add the trigger to your workflow

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

Step 2: Create and edit the trigger

• Click on “Add New 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.

  

Note: You can change the display name of this trigger within the workflow builder under the Workflow Trigger Name textbox. 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. We highly recommend filtering by the name of the form the contact will be opting in on.

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

  

You can select multiple forms in the same filter.

Note: 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.