How to set up the Form Automation Trigger
What is a Form Automation Trigger?
A Form Automation Trigger is a command to run a workflow automatically whenever you receive a new form submission, making sure your data collected is always up to date.
How to set up a Form Automation Trigger
In this example, whenever a restaurant places an order, we want the spreadsheet holding all the orders to transfer the data to a new spreadsheet that creates a purchase order to restock that particular item.
First, on your workflow select Automate on the bottom left corner
Second, select the toggle “Run automatically” to enable Automation Triggers
Select the “On a form submission” option in the “Trigger Options” dropdown menu
Select the form that will trigger the workflow run.
Click on Save
Now whenever the restaurant submits a new order, that information will get sent and start to run the workflow, transferring the data from one spreadsheet to another automatically!
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