Understand workflow on form activity

Understand workflow on form activity

Form activity refers to the add, edit or delete record operations in a form. The actions in a workflow are triggered whenever there is an activity on a form. The following are the list of activities that you can perform on a form.

  • Created or Edited - Create a new record or edit an existing record in the form
  • Created - Create a new record in the form
  • Edited - Edit an existing record in the form
  • Deleted - Delete an existing record in the form

Let us assume the workflow is to create a new lead in your CRM account when visitor information is added to Creator. In this workflow, adding visitor information is the form activity which in turn triggers the creation of a new lead in CRM. Similarly, you can create workflows by specifying the form activity and add the action to be executed. Actions are grouped into four action types. They are:

Action types Action
Notification
  1. Send Email
  2. Send SMS
  3. Send Mobile Notification
  4. Show Success Message
  5. Redirect to a URL
Field Actions
  1. Hide fields
  2. Show fields
  3. Enable fields
  4. Disable fields
  5. Set Field value 
Integrations
  1. Push data to Zoho CRM
  2. Push data to Zoho Desk
  3. Push data to Zoho Recruit
  4. Push data to Salesforce
  5. Push data to Quickbooks
Custom Action
  1. Trigger custom action on form load
  2. Trigger custom action on form validation
  3. Trigger custom action on form submission  

You can create workflow and configure the required action. The workflow is triggered, and the set of associated actions are executed whenever there is an activity on the form.

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