Form Automation Workflows

React automatically when someone completes a form — notify the team, email a contact, or log a follow-up.

Form Triggers

• Form Completion - | Event | A form is completed/submitted. |

Note: Form completions are usually linked to a project or quote, so those records' details are available to the actions (for example, in email placeholders).

Form Conditions

Common form fields to filter on:

• Fields on the completed form and its linked record, so you can react only to specific forms or answers.

Form Actions

A form completion can trigger several actions. The form-specific one is:

• Send Form Completion Email - emails a contact about the completed form.
• Send Project Chat Message - post the submission into the project's chat channel.
• Notify the Project Manager - send an in-app notification.
• Create To-Do - log a follow-up to-do.

Automation Library Form Templates

There are no pre-built library templates for forms yet, but the triggers and actions above are fully available when you build your own workflow (Workflows → Add Workflow).

Example form custom workflows:

• Alert the team when a form is submitted - Form Completion → Send Project Chat Message or Notify the Project Manager.
• Email a confirmation - Form Completion → Send Form Completion Email to the client or contact.
• Create a follow-up - Form Completion → Create To-Do for the project manager.

Forms Workflow Tips

• The Send Form Completion Email action doesn't attach a generated document — it's for a message, not a PDF hand-off. Use a project email action if you need to attach a generated document.