Can I automate actions when a form is submitted?
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.
Still need help?
Contact usGet in touch with our team
CommunityAsk other coaches on WhatsApp
Marginal ImprovementsProduct
Company
Resources
Connect
© 2026 Marginal Improvements Ltd. All rights reserved.