Use The Webform Event Trigger Node In Workflows

The Webform Event trigger node begins a workflow when a Webform is viewed or submitted.

About this task

Webform Event Trigger Node
Warning: You will need to upgrade to using new webforms in order to use the Webform Event trigger. To upgrade to new webforms, go to Contacts > Grow > Webforms and click Learn About New Webforms. From here, click Switch Me To New Webforms. For more information on creating new webforms, see Create Webforms.

Procedure

  1. Create a new workflow or edit an existing workflow.
    To create a new workflow, go to Automation > Workflows and click Create New Workflow.
    Note: If you created a new workflow, make sure you name it by clicking the pencil icon above the Node Palette.
  2. Drag the Webform Event trigger node on to the workflow canvas.
  3. Click the following text in the Webform Event trigger node: a webform.
  4. From the pop-up window, click on the name of the webform that must be either viewed or submitted in order to trigger the workflow.
  5. Click Select.
  6. Click the following text in the Webform Event trigger node: submitted.
  7. From the Webform Action pull-down menu, choose a webform action. The available webform actions are:
    • Viewed
    • Submitted
  8. Click Done.