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Questionnaire › Submitted (first time in client access)

Questionnaire › Submitted (first time in client access)

Trigger an automation when a questionnaire is submitted

Nicole avatar
Written by Nicole
Updated over 2 months ago

Runs immediately or at 8am studio time on the day specified in the Executes box.

When a client submits their questionnaire, you can trigger an automation such as the one below to add a task to your workflow to review the responses.

If you'd like to narrow down your automation so it only runs when a specific questionnaire template is submitted, you can include a condition that checks the questionnaire name. The token you'll want to observe is {{item.name}} then enter your questionnaire template name in the value field, like the example below:

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