Workflow automation

Last updated

Every Ninja Forms submission runs through an "Actions" list you configure per form — a sequence of steps that fire automatically once a visitor submits.

Built-in actions cover the basics, while add-ons extend what a submission can trigger in other systems.

  • Email notification actions to admins and/or the submitter
  • Success message or redirect actions after submission
  • Conditional actions that only fire when specific field values are met
  • Add-on actions to push data to Slack, Mailchimp, Salesforce, and other connected tools

Use cases

Intro on workflows with NinjaForms

  1. Push new leads to CRM after submission
  2. Send welcome emails via automation
  3. Update ticketing systems when forms are filled
  4. Route data to analytics platforms
  5. Trigger internal approvals based on responses
  6. Schedule follow ups for hot leads

End note

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