Setting up an Email Action

Teams are preset to have completed form submissions automatically emailed to team owners once submitted on device or desktop.

Free Trial, Professional & Custom Plan team owners have the ability to add Workflow Actions to their teams, including sending a copy of every submission to additional recipients by setting up a "Send Email" Action.

Go to Workflow

Login to your account, choose the team you would like to set this up for, then navigate your way to the Workflow area:

• Forms → Triggers (in the sidebar).

This opens the Workflow Actions page for your team.

Adding a Send Email Action

Choose Add Action to add a new Action to your Team.

1. On the Configure tab, give the Action a logical Name. In the example below we've named it "Email on Submission."
2. Set Fires When to "Form submitted".
3. Set Action to "Send Email".
4. Under Recipient Email(s), enter the address(es) that should receive a copy of the submission — separate multiple addresses with a comma. In this example we're sending a copy to support@formtabapp.com.
5. Leave Attachment Format, Review Mode, and CC Author at their defaults unless you need them (see the Workflow Reference for what each option does).
6. Choose Save Action.

Congratulations, you have now added an Action that will send form submissions to the email address you specified.

TIP

Check out the Workflow Reference for the full list of Action types.