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Add Trigger to Form (List View)

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Bytimothy A
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Overview: 

Adding a trigger to a form (List View) allows you to automate actions when a form is submitted, directly from the list layout. This helps streamline workflows by sending notifications, enrolling users, or updating records without manually processing each submission.
Follow these steps to add a trigger to a form (List View):
Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Forms tab under the Marketing section.

Step 2: You will then be navigated to the Forms section.

Step 2: You will then be navigated to the Forms section.

Step 3: Select a form, hover over it, and click the Trigger button to proceed.

Step 3: Select a form, hover over it, and click the Trigger button to proceed.

Step 4: The trigger pop-up will appear, prompting you to set your preferred action.

Step 4: The trigger pop-up will appear, prompting you to set your preferred action.

Step 5: You can add multiple actions as needed.

Step 5: You can add multiple actions as needed.

Step 6: Once you’ve finished configuring your trigger, click Done to save and apply your changes.

Step 6: Once you’ve finished configuring your trigger, click Done to save and apply your changes.

Step 7: A pop-up notification will appear, confirming that the trigger was successfully saved.

Step 7: A pop-up notification will appear, confirming that the trigger was successfully saved.

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