---
title: Connect form and survey submissions to workflows in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/connect-form-and-survey-submissions-to-workflows-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Forms & Surveys"
---

# Connect form and survey submissions to workflows in Infinity3

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.