Turn a submission into a workflow

A workflow runs automatically whenever a form is submitted — no manual step.

Follow these steps to set one up:

Build one

1. Open the form and go to its Workflow tab.
2. The trigger is the form submission. Add action steps after it.
3. Action steps include: send an email, create a task, update or create a CRM record, route for approval, write to a connected Google Sheet, and conditional branches.
4. Use a condition step to branch — for example, only notify the finance team when amount > 1000.
5. Save. The workflow runs on the next submission.

Order and branching

Steps run top to bottom. A condition step splits the flow into branches that run based on the submitted answers. Conditions use the same field → operator → value rows and ALL / ANY matching as form logic — see Condition operators. Nest conditions to build multi-way routing (region → team, amount → approval level, and so on).

Templates

Start from a workflow template instead of a blank canvas — pick one that matches your process and adjust it.

Testing

Submit a test response to your own form and watch the workflow run. Every run is logged so you can see which steps fired.