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    Templates that use Form Trigger

    22 templates to get started in minutes, with a step-by-step guide and no code.

    Supplier onboarding with approval and tracking dashboard

    Supplier onboarding with approval and tracking dashboard

    A public form to onboard suppliers, an alert to the purchasing manager and a dashboard to approve or reject each request in one click.

    Form Trigger
    Data Store Add
    Data Store Filter
    End
    +2
    New
    WorkflowView template
    Lead capture form with KPI dashboard

    Lead capture form with KPI dashboard

    A public form that stores each lead, alerts sales and feeds a dashboard with totals, source, interest and daily trend.

    Form Trigger
    Data Store Add
    End
    Send Mail
    +1
    New
    WorkflowView template
    Logistics panel: all your shipments and carriers in one dashboard

    Logistics panel: all your shipments and carriers in one dashboard

    Dashboard with KPIs, charts, filters and a side detail panel per shipment, fed by automatic tracking of DHL, FedEx, UPS, SEUR, Sendcloud, Shippo and EasyPost.

    Dhl Get Tracking
    Easypost Get Tracking
    Fedex Get Tracking
    Form Trigger
    +14
    New
    WorkflowView template
    Subscribe contacts to Mailchimp from a web form

    Subscribe contacts to Mailchimp from a web form

    A public form that adds the contact to your Mailchimp audience, with email confirmation and a source tag.

    Form Trigger
    Decision
    Edit Fields
    End
    +2
    New
    WorkflowView template
    Online appointment booking with Google Calendar (Calendly-style)

    Online appointment booking with Google Calendar (Calendly-style)

    A public form for your customers to book an appointment: it checks your Google Calendar, creates the event, confirms by email and, if the slot is taken, suggests the free slots of that day.

    Create Calendar Event
    Form Trigger
    List Calendar Events
    Data Store Add
    +5
    New
    WorkflowView template
    Post to Facebook, Instagram and LinkedIn with AI-written copy

    Post to Facebook, Instagram and LinkedIn with AI-written copy

    Fill in a form with the topic, AI writes a text for each network and publishes it (or shows it as a draft).

    Form Trigger
    Edit Fields
    End
    Executescript
    +2
    New
    WorkflowView template
    Write and publish blog posts on WordPress with AI

    Write and publish blog posts on WordPress with AI

    You give the topic and keywords, AI writes the article and leaves it in your WordPress as a draft or published.

    Form Trigger
    Edit Fields
    End
    Executescript
    +2
    New
    WorkflowView template
    DHL Express shipment tracking form with email notice

    DHL Express shipment tracking form with email notice

    A public form that checks the status of a DHL Express shipment and emails the customer the latest movement and the estimated date.

    Dhl Get Tracking
    Form Trigger
    Decision
    End
    +3
    New
    WorkflowView template
    Customer satisfaction survey with results dashboard

    Customer satisfaction survey with results dashboard

    A 1-to-5 rating form with comments, an automatic alert on low scores and a dashboard with average, distribution and latest comments.

    Form Trigger
    Data Store Add
    Decision
    End
    +2
    New
    WorkflowView template
    Daily alert for orders not delivered after several days

    Daily alert for orders not delivered after several days

    Every morning it checks the shipments Data Store and emails your team a table of orders still undelivered after more than 4 days.

    Form Trigger
    Data Store Add
    Data Store Filter
    Decision
    +5
    New
    WorkflowView template
    Automatic shipment tracking with incident and delay alerts

    Automatic shipment tracking with incident and delay alerts

    Every 3 hours it queries the status of in-flight shipments in DHL, FedEx, UPS, SEUR, Sendcloud, Shippo or EasyPost and notifies the customer and your team.

    Dhl Get Tracking
    Easypost Get Tracking
    Fedex Get Tracking
    Form Trigger
    +14
    New
    WorkflowView template
    Create a supplier in Finnegans from a form

    Create a supplier in Finnegans from a form

    An internal form to register new suppliers in Finnegans without retyping data, with an email notice when one is created.

    Form Trigger
    End
    Executescript
    Finnegans Create
    +1
    New
    WorkflowView template
    Create a Finnegans order from a form

    Create a Finnegans order from a form

    An internal form so sales or customer service can enter an order into Finnegans without opening the ERP.

    Form Trigger
    End
    Executescript
    Finnegans Create Order
    New
    WorkflowView template
    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Web form to an Excel sheet in OneDrive (Microsoft 365)

    Every form submission is added as a new row in an Excel workbook in your OneDrive, with the header row created automatically.

    Excel Write Range
    Form Trigger
    End
    Executescript
    +2
    New
    WorkflowView template
    Online appointment booking with Outlook Calendar (Microsoft 365)

    Online appointment booking with Outlook Calendar (Microsoft 365)

    A public booking form: it checks your Outlook calendar, creates the event with the customer as a guest and confirms by email from your account.

    Calendar Create Event
    Calendar List Events
    Form Trigger
    Outlook Send Email
    +4
    New
    WorkflowView template
    Cancel and reschedule appointments with Google Calendar

    Cancel and reschedule appointments with Google Calendar

    Two public forms for your customers to cancel or change their appointment with their booking code: the Google Calendar event is deleted or moved and everyone gets notified.

    Delete Calendar Event
    Form Trigger
    List Calendar Events
    Update Calendar Event
    +7
    New
    WorkflowView template
    Appointment booking with manual approval and dashboard (Google Calendar)

    Appointment booking with manual approval and dashboard (Google Calendar)

    The customer requests an appointment, the slot is held as tentative in your Google Calendar and you approve or reject it from a dashboard in one click; the customer gets the outcome by email.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +8
    New
    WorkflowView template
    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    Appointment booking with upfront Mercado Pago payment (Google Calendar)

    The customer books, gets a Mercado Pago payment link and the appointment is only confirmed in your Google Calendar once the payment is approved; if they do not pay, the slot is released automatically.

    Create Calendar Event
    Delete Calendar Event
    Form Trigger
    List Calendar Events
    +14
    New
    WorkflowView template
    Contact form that notifies a Slack channel

    Contact form that notifies a Slack channel

    Includes a public contact form: every submission lands in your team Slack channel and the visitor gets a confirmation.

    Form Trigger
    End
    Slack
    Webresponse
    New
    WorkflowView template
    Time-off requests with approval and dashboard

    Time-off requests with approval and dashboard

    A form to request vacation or time off, an alert to the manager and a dashboard to approve or reject each request in one click.

    Form Trigger
    Data Store Add
    Data Store Filter
    End
    +2
    New
    WorkflowView template
    Contact form with Telegram alert

    Contact form with Telegram alert

    Includes a public form: every enquiry reaches your Telegram chat and those marked urgent stand out.

    Form Trigger
    Decision
    End
    Telegram
    +1
    New
    WorkflowView template
    WhatsApp welcome for every form lead

    WhatsApp welcome for every form lead

    Includes a contact form; as soon as someone submits it they get a welcome WhatsApp and the lead is saved in a Data Store.

    Form Trigger
    WA Send Template
    Data Store Add
    Decision
    +3
    New
    WorkflowView template

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