Create workflow on form action

  • Trigger workflow on form action
    • Create workflow on form action
    • Add and manage actions
      • Send email notification
      • Send SMS notification
      • Send mobile notification
      • Show success message
      • Redirect to a URL
      • Hide/Show fields
      • Disable/Enable fields
      • Set field value
      • Push data to Zoho CRM
      • Push data to Zoho Desk
      • Push data to Zoho Recruit
      • Push data to Salesforce
      • Push data to Quickbooks
      • Trigger custom process
    • Set criteria for an action
    • Set workflow properties
  • Trigger workflow on a scheduled date
    • Trigger workflow on a specific date and time
    • Trigger workflow on a date field value
    • Set criteria for an action
    • Add and manage actions
      • Send email notification
      • Send SMS notification
      • Trigger custom process
  • Create and manage approval process
    • Create approval workflow
    • Add new approver
    • Configure approval workflow settings
    • Configure actions in approval process
      • Send email notification
      • Send SMS notification
      • Push data to Zoho CRM
      • Push data to Zoho Desk
      • Push data to Zoho Recruit
      • Push data to Salesforce
      • Push data to Quickbooks

​Create workflow on form action

You can create and trigger a workflow while there is an activity in the form, such as sending an order confirmation email after placing the order, adding a penalty fee while rescheduling an appointment, deleting the lead information in the CRM system while deleting the customer record in Creator, and much more. When an activity occurs, the workflow is triggered and the associated actions are executed.

The following is a list of form activities in Zoho Creator:

  1. Created or Edited - Performs an action while creating a new record or while editing an existing record in the form
  2. Created - Performs an action while creating a new record in the form.
  3. Edited - Performs an action while editing an existing record in the form.
  4. Deleted - Performs an action while deleting an existing record in the form.

Steps to create a workflow on a form activity

  1. Click the Add(+) icon in the header tab.

  2. Select Workflow in the Create New Component window.

  3. In the next window, choose the While Using the Form option.

  4. Choose the form that you want to run your workflow.
  5. Select the form activity.
  6. Name your workflow.

  7. Click Create.

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