Form E-mails: Form automation

  • Phillip Neho
    Asked on May 20, 2018 at 8:27 PM

    Good morning,

    I am just wanting to know if it is possible for us to do the following;

    Share a link to a form

    The form is filled out by a candidate to indicate their name, the position they have applied for, their referee names and email addresses

    The candidate completes/submits the form

    Another form is automatically send to each of the referees prompting them to fill out an online reference check form.

    The referee completes/submits the form

    A notification is sent to a specific person that the reference has been completed (ideally including a PDF of the responses).

  • gizem
    Replied on May 21, 2018 at 4:21 AM

    1. You can set up autoresponder e-mails on your forms and select an e-mail field as 'Recipient Email'.

    1526888496Screen Shot 2018 05 21 at 10 Screenshot 10

     Then, modify your autoresponder e-mail template and paste your other form URL in it.

    1526888827Screen Shot 2018 05 21 at 10 Screenshot 21

    Setting up an Autoresponder Email

    Explanation of Email Notification and Autoresponder Settings

    2. You can turn on the 'PDF Attachment' option from the autoresponder e-mail advanced settings: 

    1526890212Screen Shot 2018 05 21 at 11 Screenshot 32

    3. Also, you can prepopulate a form from another form's data. Here is the related user guide:

    How to Automatically Pass Form Data to Another Form


    Give it a try. Let us know if you encounter any problems.