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.


  • 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