How can I get notified if a Form has been completed?

To notify team members (such as a manager or team lead) of a submitted Form, you will need to create an Event-based Automation. Keep in mind that you must have access to the account settings in order to set up Automations.

  • Trigger type = Event based
  • Event = "When a Activity is Created"
  • Condition = "If Note contains (any) Form response was submitted"
    • Check the box next to "Only if Note is modified"
  • Select "Require all conditions to be true"
  • Add an action for what you would like to happen once an Estimate is fully signed. Remember, you can have multiple actions triggered in a single Automation.
  • Select +Save

Automation - Form notification recipe