How to Trigger a Workflow When Someone Completes a Form

Edited

Flodesk makes it easy to automate your marketing the moment someone joins your list—no manual steps needed. You can now trigger a workflow directly when a subscriber completes a specific form, is added to a segment, or either one.

What You Can Do With This Trigger

You can start a workflow automatically when someone:

  • Submits an opt-in form

  • Is added to a segment

  • Does either one (Form OR Segment trigger)

This lets you:

  • Deliver a freebie instantly

  • Send welcome emails

  • Start onboarding sequences

  • Trigger nurture flows from pop-ups, landing pages, or embedded forms

No need to add form subscribers to a segment first. The form itself can now be the trigger.

Learn how to leverage the flexibility of this powerful feature.

How to Set a Form as a Trigger

  1. Create a new workflow or pause an existing one to edit it

  2. In the Trigger step at the top, click the dropdown

  3. Choose:

    Begin this workflow > When someone subscribes through a form

  4. Select the specific form you want to use as the trigger

  5. (Optional) Add a second trigger to include subscribers who are added to a segment instead of the form

You can combine both triggers. Your workflow will start if someone fills out the form OR joins the segment.

Final Steps

  • Continue building your workflow by adding emails, delays, conditions, or actions

  • When you’re done, click Publish

That’s it! Your workflow will now automatically begin when someone completes the selected form—perfect for automating freebies, welcome series, or lead magnets.

Summary

To trigger a workflow when a form is completed:

  • Use the form trigger option in the Trigger step

  • Select your form from the dropdown

  • (Optional) Add a segment trigger for more flexibility

  • Build the rest of your workflow and hit Publish

Want to allow subscribers to go through the workflow more than once? Be sure to turn on “Allow repeat subscribers” in the workflow settings.

Need help setting that up? See how to allow repeat subscribers

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