Creating Your First Automated Workflow
This tutorial walks you through creating a complete workflow that collects client information, generates a contract, and collects signatures automatically.
Example Scenario: Client Onboarding
We'll create a workflow for onboarding new clients. When a client submits their information through a form, the workflow will automatically generate a service agreement and send it for signature.
What the workflow will do:
- 1Client fills out onboarding form
- 2System generates personalized service agreement
- 3Client receives email to sign the agreement
- 4After signing, both parties receive the completed document
- 5Client record is created with all documents attached
Part 1: Create the Form Template
Create a New Form
Navigate to Forms and click "Create New Form". Name it "Client Onboarding Form".
Add Personal Information Section
Add a section called "Personal Information" with these fields:
- Full Name (text, required)
- Email Address (email, required)
- Phone Number (phone, optional)
- Company Name (text, optional)
Add Service Selection Section
Add a section called "Service Details" with these fields:
- Service Type (dropdown: Basic, Professional, Enterprise)
- Start Date (date picker, required)
- Additional Notes (textarea, optional)
Add Document Upload Section
Add a section called "Documents" with these fields:
- ID Document (file upload, required)
- Company Registration (file upload, optional)
Save and Preview
Save your form and use the preview mode to test it.
Part 2: Create the Document Template
Upload Your Template PDF
Navigate to Document Templates and upload a PDF of your service agreement.
Mark Fillable Fields
Use our visual editor to mark areas where data should be inserted:
{{client_name}} - Full name
{{client_email}} - Email address
{{service_type}} - Selected service
{{start_date}} - Service start date
{{signature}} - Signature field
Save the Template
Save your document template. It's now ready to be used in workflows.
Part 3: Build the Workflow
Create New Workflow
Navigate to Workflows and click "Create New Workflow". Name it "Client Onboarding".
Add Trigger: Form Submission
The workflow starts when your Client Onboarding Form is submitted.
Add Step: Generate Document
Add a "Generate Document" step and map form fields to document fields:
- full_name → {{client_name}}
- email → {{client_email}}
- service_type → {{service_type}}
- start_date → {{start_date}}
Add Step: Request Signature
Add a "Request Signature" step with these settings:
- Document: Generated Service Agreement
- Signer email: Use form field "email"
- Signer name: Use form field "full_name"
- Message: "Please sign your service agreement"
Add Step: Send Notification
Add a "Send Notification" step to alert your team when signing is complete.
Activate the Workflow
Save and activate your workflow. It will now run automatically when forms are submitted.
Part 4: Create and Share Receive Page
Create Receive Page
Navigate to Receive Pages and create a new page linked to your Client Onboarding Form.
Apply Branding
Upload your logo and set your brand colors.
Configure Settings
Set security options:
- Expiration: 30 days (optional)
- Maximum submissions: Unlimited
- Require email verification: Recommended
Publish and Share
Publish the page and share the link with your clients.