Tip
Before You Start
Build both the form and the workflow before connecting them. The trigger in your workflow needs to reference the specific form by name.
A form submission without a connected automation is a missed moment. Someone fills in your opt-in, your application, or your discovery call request. The automation decides what happens next — confirmation, tagging, nurture, notification.
Steps
Open the workflow builder
Navigate to Automation → Workflows. Click New Workflow.
Set the trigger
In the trigger section, select Form Submitted. From the dropdown, select the specific form this workflow should respond to.
Add your first action
Common first actions: Send Email (confirmation), Add Tag (based on which form they filled), Create Task (notify yourself to follow up), Send SMS (immediate acknowledgement).
Add wait steps between follow-ups
If you have a multi-step sequence, add a Wait step between each message: send confirmation immediately, wait 1 day, send nurture email, wait 3 days, send follow-up.
Test with a real submission
Activate the workflow in test mode. Submit the form with your own email. Walk through every step. Confirm emails arrive, tags apply, and tasks are created.
- Triggering on any form instead of the specific one. If you use the generic Form Submitted trigger without specifying which form, every form submission fires this workflow.
- No confirmation email in the sequence. The first automation after a form submission should always confirm receipt.
- Not testing before activating. A workflow with a misconfigured email step can send wrong messages to real contacts.
Still stuck?
- Search the MONDAi Help Center
- Email support@mondai.io with a Loom video
- Ask inside the ArchiTech Channel
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