Form Actions are events that trigger automatically when a form is submitted. As soon as a form is submitted, the Actions page will determine what happens next.
This could be one or multiple of the following actions;
- Email PDF
- Insert / Update Database Record
- Email XML
- Email PDF with Attachments
- Post XML (deprecated - use web hooks)
- Update Workflow
- Create CRM Task
- Update CRM Client
- Create CRM Lead
- Update Asset
- Insert / Update Aggregate Source
- Send SMS (SMS credit needs to be activated)
- Create CRM Client
- Modify Form Status
If a form is connected to a job the form actions will trigger once the job is completed.