Easily build rules to be able to automate actions whenever a form is submitted or a submission is assigned, tagged, or moved into a Stage. You can automate emails to be sent to a recipient, trigger a new assignment or add a new Stage or Tag automatically.
Use our Submission Rule Builder to automatically email or assign a particular submission based on fields from the submission. You can even auto register a submitter.
After a submission is received, use our Rule Builder to build unlimited rules on top of your Forms. You can customize actions based on when a submission is assigned, a tag is added or a Stage is moved.
We allow you to easily set up email templates for when an action occurs. You can even choose what smart recipient will receive such as Signers, Assignees, Submitters, Users, or regular email.
Two of the most common requests are the ability to route a submission based on results with an email notification or be able to send rules to a User once a submission is assigned to them.
These are just two of the Use Cases you can leverage Triggers to accomplish. You can automate assignments when a Stage moves or have a new Tag send an email template.
You have a new submission assigned to you.
You can log into your account by clicking the button below to begin processing.
We encourage you to take notes and use the proper tags and stages to keep our data up to date. Thanks!
We wanted to confirm that your submission has been received.
We have assigned the submission and have begun the submission process.
Please allow at least 48 hours for a response. We thank you for your cooperation.
The submission has been Approved. Click button to review.
We wanted to keep you in the loop and make sure we are all aligned.
You can log in to see all Approved submissions in your Submission Manager.
We added a "More Info" tag to this submission.
While the User can log in and upload the attachment we should contact the visitor and let them know.
Once uploaded we will continue the submission evaluation process.