Automate actions based on form submissions

Last updated: October, 2026

Automating actions triggered by form submissions is an efficient way to engage your audience and streamline follow-up tasks. With an automation workflow, you can set up a series of actions that occur automatically when a form is submitted, ensuring timely and consistent responses.

Set up the entry rule for form submission

Here’s how you can set up the entry rule for form submission:

  1. Click Workflows in the left sidebar, then select Workflows.

  2. Create a new custom automation workflow. You can follow the detailed steps in our workflow setup guide.

  3. In the Entry rule card, click the Choose event dropdown menu and select Form submitted. 

  4. Then, click the Choose form dropdown menu and choose the specific form you want to trigger the workflow. 

  5. In the Action card, choose your preferred action. You can include multiple actions within a single workflow by clicking the ➕ icon below the entry rule or action card.

💡 Tip: To insert a delay action before any other action or between actions, click the Choose an action dropdown menu and choose Time delay. In the Wait for section, select the type of duration and amount of time duration. For detailed information on workflow delays, see our guide here.

Example use case

Let’s say you want to nurture a new contact who shows interest by submitting a form. To keep the engagement going, you can set up a workflow with multiple actions spaced out with time delays. 

Here’s what that action sequence configuration might look like:

  1. Add a tag: As soon as the form is submitted, add a tag to the contact, such as “New lead.”

  2. Send an email: Follow up with a personalized thank you email, acknowledging their interest and introducing them to your offering.

  3. Time delay: Include a 4-day delay before the workflow performs the following action.

  4. Send an email: Deliver your first newsletter with relevant information that builds on their initial interest.

  5. Time delay: Include a seven-day time delay to space out your communications and avoid overwhelming the contact.

  6. Send an email: Send a second newsletter that deepens engagement with additional content or invitations to explore resources or specific areas of your community or brand.