This article introduces the Forms-Workflow Connector for the Workflows module, including linking form submissions to workflows and creating constituents from submitted data.
💡Quick answers
- What is the Forms-Workflow Connector used for? It adds form-based capabilities to the Workflows module, letting you trigger workflows from form submissions, create constituents, target specific responses, and automate goals.
- What can you do with the Set up a workflow form article? It covers enabling a form for Workflows, creating a Form workflow type, and subscribing a form submission to a workflow.
- Can a workflow create new constituents from form submissions? Yes; the Enter constituents and their membership article covers creating constituents from a submission and updating their group membership.
- Can a workflow branch based on a specific form answer? Yes; the Target specific users and responses article explains sending messages to specific constituents and branching a workflow based on a particular response.
- Who should I contact to learn more about the Workflows module? Contact your client success manager to learn more about the Workflows module and its features.
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.
- 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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