Fillout Workflows

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Overview

Fillout Workflows is the fastest way to build multi-step automations that trigger based on your Fillout forms and schedulers. Get started with your first workflow here.

Common use cases include automatic meeting reminders, follow-up emails, 3rd party app calls and more.

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Workflow types

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How to create a workflow

Go to Workflows from the top menu to create a + Blank workflow. Select which form you’d like to apply the workflow to in the dropdown menu. Then, choose a trigger.

Alternatively, you may open an existing form first or create a new one, then click Integrate on the top menu followed by Workflows.

Workflow triggers

A trigger refers to a condition that starts a specific action or series of actions. Examples are:

Then, choose an action and Edit it according to your preferences. To add more actions, press the + icon.

Workflow actions

Actions are the tasks or steps that are automatically carried out after a trigger occurs. Examples are:

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Edit an existing workflow

Go to Integrate from the top menu of your form, and click Workflows. Select a workflow to edit it.

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Test workflows with prior submissions

Test your workflows without waiting for triggers or creating demo submissions.

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1-click automations with templates

The fastest way to get started with workflows is from a template. These are common use cases for Fillout Workflows.

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Monitor workflows in one place

Easily track email notifications and other workflows, with full visibility of what happened when. To view workflow runs, open your form and go to Integrate from the top menu. Click the clock icon.

You can also view a single form submission and click on the Workflows tab. The workflow run history shows when each step occurred and if there were any issues.

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