Workflow Activation upon Form Submission

When a form is submitted, the corresponding workflow is triggered. This functionality is exclusive to forms created within your CRM system. To initiate the process, select the "Add New Workflow Trigger" option and choose "Form Submitted" from the available triggers.

To enable the workflow to be published, it's crucial to define both a trigger and an associated action. Without these, the workflow will only be saved and cannot be published.

Adding Filters for Specific Forms

To apply filters to your workflow based on a particular form, click on "Add Filters" and choose "Form Is" from the dropdown menu. From there, you can select the specific form you'd like to use as the trigger for your workflow. This feature is particularly useful for automating responses, such as sending SMS or email notifications to customers, or alerting team members when a form requiring follow-up is completed.