Workflows

Workflows let you automate business processes — without writing code. They connect forms, logic, emails, APIs, and document actions into a single, repeatable flow.

Instead of manually reviewing requests, sending emails, or copying data between systems, a workflow does it for you — consistently and instantly.

What is a Workflow?

A workflow is a series of steps that run automatically when something happens — for example, when a client submits a form.

Each workflow can:

• Collect information
• Make decisions (logic & conditions)
• Generate documents
• Send emails
• Call external systems (HTTP / APIs)

How It Works (At a Glance)

1. Trigger
   Workflows begin when a form is submitted.
2. Logic & Branches
   Decide what happens next based on the information provided.
3. Actions
   Send emails, call APIs, generate documents, or notify your team.

Example workflow

In the example below:

• A client submits an intake form
• The workflow evaluates urgency and value based on the user input
• High-priority requests notify the team and create a CRM lead
• Standard requests receive an automatic confirmation with a document attachment

All of this runs without manual intervention, ensuring a consistent and efficient process.

Next Steps

• Learn how to create Forms to collect data from users
• Read more about Documents and Templates
• Explore the power of Formulas for advanced calculations and transformations