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.