Automate What Happens After a Submission
Add a workflow to a form so each submission can be checked against conditions, sent for approval, turned into a PDF or sent for signature.
AvailableWhere to find it: Form → workflow tab; Workflows (/app/workflows)
What this guide helps you do
Replace manual follow-up with consistent steps.
Who this applies to
Users who can edit the form.
Before you start
- Workflows apply to new submissions after you save; they do not rerun on older ones.
- Steps that depend on an integration still in validation will not deliver to that provider.
Steps
- Open the form and go to the workflow tab.
- Choose the trigger, for example When form is submitted.
- Add steps: a condition (for example a field equals, contains or is greater than a value), an approval request, PDF generation or a signature request.
- Save the workflow, then send a test submission and check its activity on the submission detail page.
What you should see
New submissions run through the steps in order; approvers can approve or reject, and later steps can start When approved or When rejected.
Troubleshooting
A step did not run.
Check the condition values against the submitted answers, and look at the submission’s workflow activity for the error.
Related guides
- Send a Document for E-SignatureCreate a signature request with a title, the document text and your signers, then follow its status in Signatures.
- View Submissions and Export Them to CSVOpen a form’s Submissions tab to review responses, open each submission’s details and uploaded files, and export everything to CSV.
- Which Integrations Work Today and How to Check Their ActivityPower Automate is available. Payments, Zapier, webhooks, n8n, the developer API and custom HTTPS are in validation, and CRM connections are not yet available.
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