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A workflow in forms allows automating various actions and tasks based on specific conditions or triggers. Workflows can streamline and simplify processes, reduce manual intervention, and increase efficiency in form management. The use of workflows in forms can benefit various types of forms such as registration forms, feedback forms, survey forms, event registration forms, and more.

With MakeForms, users can add workflows to their forms and choose from a variety of actions such as

  • Response node
  • Approval node
  • Review node
  • Notify node
  • Send Email
  • Send Form 
  • Webhook

Users can define conditions and triggers for each action and customize the flow of the form accordingly. Additionally, sensitive data can be marked as such to ensure that only authorized personnel can view it later.

The use of workflows can help form administrators manage and process form submissions efficiently and effectively.

 

1

Event Registration Forms

Workflows can be used to automatically send an email confirmation to participants upon successful registration, and also send reminders leading up to the event.

2

Survey Forms

Workflows can be used to automatically notify the survey administrator when a new response is received and also trigger follow-up actions such as sending emails to participants.

3

Feedback Forms

Workflows can be used to automatically route feedback to the appropriate department for review and follow-up, as well as send automated emails to the feedback provider to confirm that their feedback was received.

4

Job Application Forms

Workflows can be used to automatically notify HR personnel when a new application is received, and also trigger follow-up actions such as sending emails to the applicant to schedule an interview.

5

Order Forms

Workflows can be used to automatically notify the shipping department when a new order is received, and also trigger follow-up actions such as sending emails to the customer to confirm the order and provide an estimated delivery date.

6

Contact Forms

Workflows can be used to automatically notify the support team when a new message is received, and also trigger follow-up actions such as sending an email to the customer to confirm that their message was received.

7

Lead Generation Forms

Workflows can be used to automatically route new leads to the sales team for follow-up and also trigger automated email campaigns to nurture the lead over time.