Create a form-based workflow with the Forms-Workflow Connector

The Forms-Workflow Connector is a powerful addition to the Workflows module that gives your workflows form-based superpowers. Check out the articles linked below to learn what can be achieved using the Forms-Workflow Connector features, included with the Workflows module.

Set up a workflow form

  • Enable a form for Workflows
  • Create a Form workflow type
  • Subscribe a form submission to a workflow

Enter constituents and their membership

  • Create constituent(s) from a form submission
  • Update group membership for created constituent

Target specific users and responses

  • Send messages to specific constituent(s)
  • Branch a workflow based on a specific response in the form submission

Set and automate workflow goals

Contact your client success manager to learn more about the Workflows module.

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