Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Using internal forms for workflow

An internal form is just like a normal web form, but it can only be submitted by a user inside Infusionsoft. While creating process workflows, especially task-based workflows, a well-placed internal form can create a time-saving experience for the Infusionsoft user, thus improving productivity.

Many of the recipes in this book leverage internal forms, so understanding the experience of submitting one is a key to building a great workflow.

Getting ready

We need to look at a full contact record, not in My Day.

How to do it...

  1. Scroll down to the Tasks section of the contact record.

  2. In the Form Submissions section, select the form we need to submit on the Internal Forms... dropdown and click on the Fill Out button:

  3. Fill out the form with the information it requires.

  4. Click on the green Save button at the bottom of the form.

How it works...

Submitting an internal form will update the contact fields provided by the user and trigger any associated automation.

There's more...