The Automation feature allows you to automatically trigger actions when certain events occur in your application. One of the most common automations is sending an email notification when a new form record is submitted.
This ensures that your team, customers, or stakeholders are instantly notified without manual intervention.
Steps to set up a new Automation
- Select the Automation tab from the top menu
- On the right side, select Send an email to someone.
- Fill in the email details:
- Recipient – Enter the email address of the person who should receive the notification.
- CC / BCC – Optionally include additional recipients.
- Subject – Provide the subject line for the email (e.g., New Employment Application Submitted).
- Body – Compose your email message. You can include:
- Static text (general message).
- Dynamic fields (pull data directly from the submitted form, such as the applicant’s name, email, or job applied for).
- Use the toolbar to format text, add links, or bullet points.
- Once your email content is ready, click the Save button at the top-right.