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How to Create an Approval Workflow with Forms ✅

fillout Dec 04, 2024

Unlock the Full Potential of No-Code Tools: Introducing Fillout's New Feature, Workflows
At the forefront of cutting-edge technology, the digital world continues to explore innovative ways to make business processes more efficient. One such innovation is the use of no-code tools. As the name suggests, these are tools designed to simplify complex tasks that previously required coding knowledge. Among these tools, one that has been increasingly standing out is Fillout, and with a recent feature addition, Workflows, it is poised to revolutionize the way you manage your business process automation.

In With the New: A Dive into Fillout's 'Workflows' Feature
Fillout, already renowned among no-code tools, has just launched an incredibly powerful new feature called Workflows. What makes Workflows unique is its ability to integrate workflow scenarios directly into forms. As a result, when forms are submitted, events are triggered systematically and programmatically, streamlining business processes like never before.

Fillout Brings Together the Scattered Pieces
Understanding the Fillout ecosystem is simple. Envisage a system where you formulate a basic form containing fields like name, email, number, currency, etc. Once a user submits all the required information, the form triggers systematic events, powered by the Workflows feature.

Moreover, Fillout offers options for calculations. For instance, you can create facet calculations, multiplying a number with a rate, employing the logic inbuilt into Fillout. When connected with Workflows, this automation's potential is harnessed even further.


Setting up Workflows: A Step-by-Step Guide
Understanding how Workflows functions, and setting up your own, involves an intuitive process. Whether you want it to build a workflow for a particular form or plan to launch from the home screen, both ways lead you to the Workflows feature.

Remember, each workflow needs to be connected to a form. Fillout empowers you to link the workflow with any preset form. Once the workflow and form are coupled, it's time to choose the trigger for the workflow. Options include triggering a workflow when a form is submitted, an event is scheduled or rescheduled, or even when a form is abandoned.


The Heart of the Automation: Actions
After setting the trigger, it's time to define the consequent actions. Fillout's extensive set of options reflects the expanse of its potential. From AI actions down to communicating with third-party tools such as Slack, Microsoft Teams, or Zapier, your actions can be as simple or sophisticated as required to suit your process.

This process can become even more potent when combined with personalization. You can customize the body of an email message to include both static and dynamic information from the form submission. This simple automation can send personalized emails to users based on their form submissions, escalating your customer engagement to a whole new level.


Post-launch: Workflow Roundup
Once your workflow is published, Fillout supports its functioning by offering real-time analytics and maintenance tools. You can access a running log of your workflow history and monitor triggered actions seamlessly through its intuitive interface. Fillout even provides options to rename the workflows for better representation and disable the workflow as required.

Power at Your Fingertips: Cutting Edge Solution for Modern Businesses
No-code tools were developed to make things easier and more efficient. With the introduction of the 'Workflows' feature, Fillout certainly stands out, placing the power of automation directly in your hands.


Remember, if you ever get stuck setting up your Workflows, or want to explore the more sophisticated aspects of this amazing feature, businesses are offering services tailored to guide you through the process. Harness the power of Fillout's 'Workflows' and propel your business automation to new heights.

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