Automations that run on form triggers

Created by Monica Madan, Modified on Mon, 12 Aug at 6:11 PM by Monica Madan

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You can setup form triggers on a template level that can be used by projects using the specific templates y clicking on forms inside the templates

List of triggers and sample workflows


Form triggers have all task triggers plus the following:


New form response

When a new form response is received, where the response for use case is onboarding, then import the onboarding  project template. You can use this trigger under Template automations (templates>project template>select any form>add automation)

New form approval response

When a new form response is approved, send an email to project members. Can be used in both Global and Template automations.



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