Create Your First Workflow
Workflows automate what happens after a form is submitted. In this tutorial you'll build a workflow that sends a Slack message to your team and adds the lead to a Google Sheet, all triggered by a single form submission.
Download the Workflow Automation addon from formcierge.com. Install and activate it. A Workflows tab appears in the form builder toolbar.
Click the Workflows button in the builder toolbar. The panel shows any existing workflows for this form. Click Add Workflow.
Give the workflow a descriptive name (e.g. "New Lead — Notify Team"). The default trigger is Form Submitted. Leave it as-is.
Click Add Step and choose Slack Message. Enter your Slack webhook URL and compose the message. Use merge tags to include the submitted values.
Click Add Step and choose Google Sheets — Append Row. Connect your Google account, select the spreadsheet and sheet, then map form fields to columns.
Save the form and submit a test entry. Check Slack for the notification and your Google Sheet for the new row. The Workflow Logs tab in the builder shows per-step execution results if anything doesn't arrive.
Workflows run server-side on every submission — no Zapier or Make account needed. To add conditional paths (e.g. only notify Slack for high-value leads), see Conditional Branches in Workflows.