How to Create Workflows

Workflows help you automate processes by connecting forms, actions, and logic into a single flow. In this guide, we’ll go over creating workflows directly from a workspace, as well as from an existing form.

Create a Workflow from the Workspace

1. In My Workspace, click the Create button in the upper left-hand corner of the page.

2. Then, select Workflow.

3. On the next page, select how you’d like to build the workflow:

• Start from scratch: Create a workflow from the ground up. Add steps, conditions, approvals, integrations, and linked forms based on your needs.
• Request approvals: Create a workflow designed for approval processes. This option lets you automatically request approvals when a form is submitted and route the submission to one or more approvers.
• Automate integrations: Create a workflow that runs integrations when specific conditions are met. This option is useful for connecting your data with other tools and automating actions based on form responses.

4. To connect a form, click on Complete Settings.

5. Then, select a form from the list. 

The workflow is added to My Workspace. For help creating a Workflow in a Team Workspace, check out our guide How to Create Workflows in a Team Workspace.

Create a Workflow from a Form

When you create a workflow from a form, the workflow is automatically connected and ready to run. This is the fastest way to create a working workflow.

Create a Workflow from Form Settings

1. In the Form Builder, select Settings, in the orange navigation bar at the top, click on Settings.
2. In the left menu, select Workflows.
3. Click on Create Your Own Workflow.

4. Configure your workflow as needed.

• Start from scratch: Create a workflow from the ground up. This option gives you full control to add steps, conditions, approvals, and integrations based on your needs.
• Request approvals: Create a workflow designed for approval processes. This option lets you automatically request approvals when a form is submitted and route the submission to one or more approvers.
• Automate integrations: Create a workflow that runs integrations when specific conditions are met. This option is useful for connecting your data with other tools and automating actions based on form responses.

Create a Workflow from the List Picker

1. In the Form Builder, click on the dropdown menu, or List Picker, in the upper left-hand corner of the page, next to your logo.
2. Select Workflow Builder from the menu.

3. Configure your workflow as needed.

• Start from scratch: Create a workflow from the ground up. This option gives you full control to add steps, conditions, approvals, and integrations based on your needs.
• Request approvals: Create a workflow designed for approval processes. This option lets you automatically request approvals when a form is submitted and route the submission to one or more approvers.
• Automate integrations: Create a workflow that runs integrations when specific conditions are met. This option is useful for connecting your data with other tools and automating actions based on form responses.

Create a Workflow from a Form in the Workspace

1. In the Workspace where the form is located, hover over the form and click on More.
2. Under Publish, select Create Workflow.

A new workflow is created and automatically connected to the selected form.

Clone an Existing Workflow

Cloning lets you reuse an existing workflow’s structure and make changes without affecting the original.

1. In the Workspace where the workflow is located, hover over the workflow and click on More.
2. Select Clone.

3. Review or update the Workflow Name.
4. If your workflow is connected to a form, choose one of the following options:
   1. Clone workflow and forms: Create a copy of the workflow along with a clone of any connected forms.
   2. Clone workflow: Create a copy of the workflow only and connect forms afterwards.
5. Finally, click Clone Workflow.

A new workflow is created in the same workspace and can be edited independently.