Add Form Submission in Workflow
Braemon Wilson
Hey I think it would be a good idea if we can have a workflow option that allows us to be notified via email/sms with all the details of the form. This will prevent us from having to login anytime we want to check the form.
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Varun Vairavan
There is a form submission trigger available in workflows that allows you to do this.
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Keith Besherse
Varun Vairavan, okay, I can trigger the workflow which tells me I have a new submission. But what can I do with the contents of the form submission that are hidden on Sites > Forms > Submissions > (manual export or download)?
As nearly as I can tell the only way to use the data in automation is by manually adding each of the Custom Fields to an email or note.
Is this how you envision the process?
(This method works for forms with only a handful of fields. What would be great is to have an Add Form Submission to Documents action and then the ability to attach that Document to an email.)
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Keith Besherse
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Shana Danielle
Varun Vairavan can we see it on the contact card maybe next to notes or have it create a note?
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Steve Mizer
Thanks for submitting this, Braemon. This would be a MAJOR help! I'm surprised this isn't already a feature. I would think it should be simple enough to be able to automatically email the User with the attached form submission. Even better if we can specify which fields to include in the email.
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Keith Besherse
Steve Mizer, in HighLevel things only become a feature if enough people vote.
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JP Hogbin @ The Adviser Brand
Also to show the page url it was submitted from, too.
Currently this is collected but there is no way to pull it out into an email notification even under the current method of generating via workflow
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Kiley Holt
This would be super helpful! Especially when I am away from the office. The only way I can see the responses from the mobile app is looking at the contact and digging though the additional info section. It would be nice to have a link to download the PDF with results that could be emailed and texted.
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Keith Besherse
Varun Vairavan, the current trigger does not include the ability to download and email the results (via pre-formatted email template which excludes blank fields or as pdf attachment). You have given us half of a feature. We have a trigger that we can use to inform the client they have a new form submitted; but they have to go deep into the platform to access the submission. Chase Buckner Sales & Marketing Core Platform