> ## Documentation Index
> Fetch the complete documentation index at: https://fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Form Workflows

> Turn forms into powerful automations. Reclaim your team's time with Fillout's built-in form and scheduling workflows.

export const SupportBanner = () => {
  const titleId = React.useId();
  return <div className="support-banner" role="region" aria-labelledby={titleId}>
      <span className="support-banner__ring support-banner__ring--outer" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--middle" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--inner" aria-hidden="true" />
      <span className="support-banner__ring support-banner__ring--center" aria-hidden="true" />

      <div className="support-banner__content">
        <div className="support-banner__title" id={titleId} role="heading" aria-level="2">Still have questions?</div>

        <div className="support-banner__copy">
          <span className="support-banner__line">Our team is happy to help. Start a live chat using the</span>
          <span className="support-banner__line">
            chat bubble <span className="support-banner__chat-icon" aria-hidden="true" /> in the bottom right, or email us at
          </span>
          <span className="support-banner__line">
            <a href="mailto:support@fillout.com">support{'@'}fillout.com</a>
          </span>
        </div>

        <a className="support-banner__cta" href="mailto:support@fillout.com">Contact us</a>
      </div>
    </div>;
};

## How to create a workflow

<Steps>
  <Step title="Start with a blank workflow">
    **Open an existing form first or create a new one**, then navigate to the `Integrate` tab from the top menu followed by `Workflows` to create a `+ Blank workflow`.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/KKmYfTaGUE6kYImk/images/Screenshot2025-10-23at6.17.13PM.png?fit=max&auto=format&n=KKmYfTaGUE6kYImk&q=85&s=dfcbf9a78f4bd27283f0abd7b890ef62" alt="Screenshot 2025-10-23 at 6.17.13 PM.png" width="2596" height="533" data-path="images/Screenshot2025-10-23at6.17.13PM.png" />
  </Step>

  <Step title="Choose a trigger">
    Select a **trigger**.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/YJbBxxzPT4IvxZgP/images/workflows/image-1.png?fit=max&auto=format&n=YJbBxxzPT4IvxZgP&q=85&s=92da53435a5d13992ae469e4a1c6430d" alt="Fillout Workflow" width="1176" height="860" data-path="images/workflows/image-1.png" />

    **Workflow triggers**

    A trigger refers to a condition that starts a specific action or series of actions. Examples are:

    <CardGroup cols={2}>
      <Card color="#FFC738" icon="square-check" iconType="regular" horizontal="true" title="Form submitted" />

      <Card color="#FFC738" icon="file-dashed-line" iconType="regular" horizontal title="Form abandoned" />

      <Card color="#FFC738" icon="calendar-xmark" iconType="regular" horizontal title="Scheduling event canceled" />

      <Card color="#FFC738" icon="calendar-pen" iconType="regular" horizontal title="Event rescheduled" />

      <Card color="#FFC738" icon="calendar-circle-exclamation" iconType="regular" horizontal title="Before event starts" />
    </CardGroup>
  </Step>

  <Step title="Choose an action">
    Select an **action** and `Edit` it according to your preferences. To add more actions, click <Icon icon="circle-plus" />.

    <img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/YJbBxxzPT4IvxZgP/images/workflows/image-2.png?fit=max&auto=format&n=YJbBxxzPT4IvxZgP&q=85&s=d2896d731b2954a42be51fda4378c3c7" alt="Fillout Workflows" width="2880" height="1638" data-path="images/workflows/image-2.png" />

    **Workflow actions**

    Actions are the tasks or steps that are automatically carried out after a trigger occurs. Examples are:

    <CardGroup cols={2}>
      <Card color="#FFC738" icon="robot" iconType="regular" horizontal="true" href="/ai-workflows" title="Run AI (Summarize, Classify, Generate, Extract)" />

      <Card color="#FFC738" icon="slack" iconType="regular" horizontal="true" title="Send Slack/Teams/Discord messages" />

      <Card color="#FFC738" icon="clock" iconType="regular" horizontal="true" href="/delay-workflows" title="Delay (&#x22;wait 4 hours&#x22;)" />

      <Card color="#FFC738" icon="envelope-open-text" iconType="regular" horizontal="true" href="/custom-emails" title="Send custom emails" />

      <Card color="#FFC738" icon="filter" iconType="regular" horizontal="true" href="/filter-branch-workflows" title="Filter and Branch" />

      <Card color="#FFC738" icon="webhook" iconType="regular" horizontal title="Send Webhooks" />

      <Card color="#FFC738" icon="bolt" iconType="regular" horizontal="true" title="Connect to Zapier (coming soon)" />
    </CardGroup>
  </Step>

  <Step title="Publish and share">
    `Test` your workflow first to ensure everything's running. Then, `Publish` and `Share` it.
  </Step>
</Steps>

<Warning>
  Unverified accounts are limited to 5 workflows per form, while verified accounts can make up to 20 workflows per form (including reminder emails). To increase your limit, submit an [organization verification request](https://main.fillout.com/verify-your-fillout-account).
</Warning>

## Edit an existing workflow

Click `Integrate` from the top menu of your form, and click `Workflows`. Simply select a workflow to edit it.

<img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/KKmYfTaGUE6kYImk/images/Screenshot2025-10-23at6.21.59PM.png?fit=max&auto=format&n=KKmYfTaGUE6kYImk&q=85&s=434d25fef577c43808185c9c244f9951" alt="Screenshot 2025-10-23 at 6.21.59 PM.png" width="2593" height="881" data-path="images/Screenshot2025-10-23at6.21.59PM.png" />

## Test workflows with prior submissions

Test your workflows without waiting for triggers or creating demo submissions.

<video controls={true} className="w-full aspect-video rounded-xl" src="https://prod-files-secure.s3.us-west-2.amazonaws.com/2a7ed980-5add-4b51-82ab-889415f57134/440f1939-5f54-4b69-bc27-27769f0947bc/testworkflow.mp4" />

## 1-click automations with templates

The fastest way to get started with workflows is from a [template](https://build.fillout.com/home/workflows). These are common use cases for Fillout Workflows.

<img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/YJbBxxzPT4IvxZgP/images/workflows/image-4.png?fit=max&auto=format&n=YJbBxxzPT4IvxZgP&q=85&s=a2dd7dc9df82716fd95903cefc4a07cf" alt="Fillout Workflow" width="1754" height="1246" data-path="images/workflows/image-4.png" />

## Monitor workflows in one place

Easily track email notifications and other workflows, with full visibility of what happened when. To view workflow runs, open your form and go to `Integrate` from the top menu. Click <Icon icon="clock" />.

<img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/KKmYfTaGUE6kYImk/images/Screenshot2025-10-23at6.42.53PM.png?fit=max&auto=format&n=KKmYfTaGUE6kYImk&q=85&s=929c563b73708e7e2fb892d23eacc390" alt="Screenshot 2025-10-23 at 6.42.53 PM.png" width="2081" height="598" data-path="images/Screenshot2025-10-23at6.42.53PM.png" />

You can also [view an individual form submission](https://www.fillout.com/help/view-responses#view-individual-submissions) and scroll down to see the workflow run history.

<img src="https://mintcdn.com/fillout-005a867b-dependabot-npm-and-yarn-socket-io-parser-4/KKmYfTaGUE6kYImk/images/Screenshot2025-10-23at6.41.49PM.png?fit=max&auto=format&n=KKmYfTaGUE6kYImk&q=85&s=9abb71fcf13c67d283e594f3717571c2" alt="Screenshot 2025-10-23 at 6.41.49 PM.png" width="1110" height="368" data-path="images/Screenshot2025-10-23at6.41.49PM.png" />

<Check>
  You can have up to 5 workflows per form for unverified organizations, and up to 20 workflows for verified organizations. To request verification, submit this [form](https://main.fillout.com/verify-your-fillout-account).
</Check>

<SupportBanner />
