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How to set up the Form Automation Trigger
How to set up the Form Automation Trigger

Learn how to enable and configure the form automation trigger

Eugenia Langen avatar
Written by Eugenia Langen
Updated over a week ago

A Form Automation Trigger is a command to run a workflow automatically whenever you receive a new submission from a Sheetgo Form, making sure your data collected is always up to date.

This feature only works with Sheetgo Forms connected to the workflow you want to set the trigger on.

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. You can only select Sheetgo Forms that are available on the workflow you are working one.

  • 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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