Automation Recipes

How Can I Get Notified That 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.


Recipe:

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