Marginal Improvements

Automating actions from form submissions

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Trigger an action automatically whenever a form response comes in.

What can I automate?

Things like tagging a client, sending them a message, or notifying you.

How do I set one up?

1.Open the form in the sidebar
2.Select Automations
3.Select Add automation
4.Choose a trigger and an action
5.Select Save

Automations run every time the form is submitted, so you only need to set them up once.

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