Starting Workflows from Forms

  • If there is one workflow:
    • Go to form settings (gear icon on the left)
    • assign it under Default Workflow
  • If there are multiple workflows:
    • Connect each one to the "What service are you interested in?" workflow question inside the form
  • Click Save & Close
  • Go to form settings (gear icon on the left)
  • Toggle On "Create new project once proposal is completed"
  • Select the correct workflow under Default Workflow
  • Update the project title to: {{client.name}}
  • Click Save & Close

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.