This guide is for new users to learn how to use Embed Workflow.
Embed Workflow is an easy-to-use platform built with simplicity in mind.
A typical flow:
We will do a quick walk-through of this flow.
Let’s create a free Embed Workflow account for this guide. All you need is an email address to open an account. If you already have one, great, then log in and go to your dashboard.
Once you register, you should receive an email to confirm your account to ensure email notifications work as expected.
Click the “New Workflow” button from your dashboard and name it “Getting Started Review” (or whatever you like).
Navigate to “Fields” and add a Name, Email, and Message.
Now head over to “Forms” to use the drag and drop form editor to create our Getting Started Form.
Once you receive a form submission, your workflow will begin. You can add emails, text messages, tasks, delays, slack notifications, etc.
Let’s add an email notification.
Time to test our workflow! Head back to your form (Forms -> Getting Started Form). Copy the form URL and open it in a new browser. Fill out the form and submit!
In your workflow dashboard, you should see new data coming in.
Note: Don’t see it? Check if it was flagged as spam and ensure the workflow is set to Auto Start.