Configuring Form Fill Notifications

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Creating Automation Forms

The automation requires a form to function, so you will need to have a form ready before creating an automation.

Create or edit a form, add fields, elements, and topics as necessary, and then save your form.

Creating Visual Workflows with Email Notifications

Once you have created a form, you can set form fill notifications to inform you via email when a visitor has filled out a form. This is done with a visual workflow.

To create a visual workflow for form fill notifications, create or edit a visual workflow:
 

1. Click + Add > Trigger under Start or an applicable workflow branch.
   
   

    

2. Click fills out the form, located under Form.
   
   

    

3. Enter the name of the desired form in the Form Name field and when this trigger should apply (any time, during business hours, during non-business hours) and click OK.
   
   

    

4. Click + Add > Action under the created trigger.
   
   

    

5. Click send a notification to email, located under Notifications.
   
   

    

6. Enter the desired email address in the Email field. 
7. Optionally, click the following checkboxes:
   • When available, send to the lead owner instead
   • Use custom notification
     Note: Refer to Creating Custom Notifications for more information on custom notifications.
8. Click OK.
   
   

    

9. Set the workflow to Active.
   
   
   

Creating Visual Workflows with User Notifications

Once you have created a form, you can set form fill notifications to inform you via user notification of when a visitor has filled out a form. This is done with a visual workflow.

To create a visual workflow for form fill notifications, create or edit a Visual Workflow:
 

1. Click + Add > Trigger under Start or an applicable workflow branch.
   
   

    

2. Click fills out the form, located under Form.
   
   

    

3. Enter the name of the desired form in the Form Name field and when this trigger should apply (any time, during business hours, during non-business hours) and click OK.
   
   

    

4. Click + Add > Action under the created trigger.
   
   

    

5. Click send notification to user, located under Notifications.
   
   

    

6. Enter the desired user name in the User Name field. 
7. Optionally, click the following checkboxes:
   • Send text message as well
   • When available, send to the lead owner instead
   • Use custom notification
     Note: Refer to Creating Custom Notifications for more information on custom notifications.
8. Click OK.
   
   

    

9. Set the workflow to Active.
   
   

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