Infinity3 Help Centre

Start follow-up actions when someone submits a form or survey, such as notifying your team or creating a task.

Before you start

You’ll need a tested form or survey and access to Automation → Workflows.

Check existing notifications and automations before adding another response.

Create the workflow

1. Open Automation → Workflows.
2. Create a workflow and give it a clear name.
3. Click Add New Trigger.
4. Select Form Submitted or Survey Submitted.
5. Add Form is or Survey is and select the intended item.
6. Save the trigger.
7. Add the required actions and complete their settings.
8. Save the workflow in Draft for review.

For example, notify the enquiries team and create a follow-up task after a website enquiry.

Use different paths

Add If/Else conditions using the relevant saved contact fields to route responses differently.

For survey qualification, review the trigger’s disqualification filter where available.

Test and publish

Use a contact with details you control. Test the actions, then conduct a controlled live submission after publishing to check that the real trigger works.

Review Enrollment History and Execution Logs.

Things to know

• Select the specific form or survey to avoid unintended entry.
• The on-submit confirmation is separate from workflow actions.
• Check re-entry settings for repeat submissions.

If follow-up doesn’t run, contact Infinity3 with the workflow name, submission time and relevant logs.