Hey, there Community! 
If you’ve created some forms, here’s how you can take them to the next level. If you haven’t yet, this is your sign to get started! 
Watch this 4-minute video to learn how you can automatically run a workflow as soon as a form response is submitted.
Via forms automations, you can also send a Slack message, add a row to a Google sheet, create a Jira ticket or a Salesforce record. 
Give us a shout-out in the comments below for feedback or concerns.
Is there a way to build logic into the workflow automation from the form? For example, I have a big form that could kick off up to 6 different workflows but it will depend on options chosen within the form.
Short answer, yes. I actually would have tried a more complex way with Power Automate or Zapier, but I just found this:
Thanks for the help and answer on this. We are struggling to implement the suggestion however. My team and I have been working all morning to try and get this working and get the appropriate workflow kicked off, but without any luck. Any chance you can provide a bit more detail on the steps you followed to make this work?
Hey @gregg_ebv, sorry to hear you’re still stuck. Let me see what I can do for you quickly here.
@kdesilva Amazing, thank you so much.
Alright, the steps at the bottom of this post should be working, however, I believe we’ve stumbled into a bug or an oversight. @Ellie, would you be able to take a look into this for us? The Data Set automations (to run workflows) work when I manually create a new row, but they don’t when the row is created from a form submission.
In the meantime @gregg_ebv, is your team familiar with Zapier, Power Automate, or Make? These tools will definitely work to do what you need, though it might take some more complex logic to get it working. Forms aren’t really hooked into anywhere except what you see in the automate tab.
I would suggest using Google Sheets instead of a Data Set and watch those rows using one of those previously mentioned tools. They’ll also allow for much more complex logic from your form fields if needed.
If you’d like hands‑on support, or help building more complex automations, my team at Improvizations offers consulting services for Process Street integrations. I’d love to jump on a quick call with you to walk through your specific needs and get you set up right away. I’m available the rest of the day until around Tuesday, April 22, 2025 12:00 AM, or you can book a time that works for you here: Book a Meeting with Kai deSilva
P.S. I have a few other ideas that might work without middleware, but they’d depend on your specific needs. It involves using a workflow as a form instead of their real forms feature.
I’m leaving these here for posterity sake and in case this gets fixed everyone has a place to come back to (and because I spent time writing them 
).
In the form builder, you have your form fields like so:
In the form’s automation tab (seen above), you can choose Process Street as the app and have it create a Data Set record upon form submission. Choose your fields you want to send to the Data Set, and turn the automation on.
Now, in your Data Set, enable an automation to run a workflow when a record matches a condition. This will be determined by your conditional field from the form. You can have as many of these as you’d like, though if you need some logic more complex than a single field, you’ll need something more advanced to manage that.
Wow that was a lot 
Happy to help though! This is a fun one.
Thanks so much Kai. We are very familiar with Zapier and that is the way we were doing this in the past but we are trying to get away from our old flow (Formstack → Zapier → Process.st) due to some issues we were running into and we were trying to keep it all in Process.st. I tried to use your link to set up a calendar invite but it didn’t work. We do not use Outlook here so I think that might be why.
Sent you a direct message with my availability. If that didn’t go through, just invite me to a calendar event and we can work it out later: kdesilva@improvizations.com
Sorry we couldn’t get you up and running today!
