- Help Center
- Automations
- 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