Steps to create a form

Create a New Form

Load the Form Builder

Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the database page open you will see a link to “Forms” on the top of your page, please click that. (See the image below)

Drag & Drop to Create Your Form

Drag and drop elements on the form builder to add elements

Video guideline on basic form design

Save Your Form

Please, click on the ‘Save’ button after completing the design.

Steps to create a flow

Create a flow

Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

Select the flow option

The system will pop up a message box, and you will have to select the second option, 'Form Submission'.

Select the form

After selecting that option, the system will display the list of all available forms under your account and you can select your desired form.

After selecting your form, please click on the ‘Select’ button to start building the flow.

Drag & Drop to Create Your Flow

Drag and drop elements on the flow builder to add steps

 Video guideline on automation flow

Save the flow

After completing the design works, please click on the ‘Save’ button

Publish the flow

The system will allow you to set a name for the flow and publish the flow.