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
  • 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.