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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:
- 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 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