create a data set record<\/strong> as the action, as shown below.<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-create-data-set-record.gif\")
<\/p>\n
Choose the data set to which you want to add a record. This could be the new data set you created earlier or an existing one.<\/p>\n
Then map the form fields from your form to the relevant columns in your data set. This information will add a new record to your data set.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-data-set-automation.gif\")
<\/p>\n
Click Next<\/strong> then click Finish<\/strong> and turn on<\/strong> your automation then Publish<\/strong> your form.<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-data-set-mapping.gif\")
<\/p>\n
Updating a data set record<\/h2>\n
You can update an existing record in a data set when a form response is submitted. This is useful when your form collects updated information for a record that already exists \u2014 for example, a customer updating their shipping address or contact details.<\/p>\n
Navigate to your form and go to the Automate<\/strong> tab. Choose Process Street<\/strong> as the app and select update a data set record<\/strong> as the action.<\/p>\nChoose the data set that contains the record you want to update.<\/p>\n
Select the column that identifies which record to update. This column acts as a key \u2014 Process Street matches the value from your form response against this column to find the correct record. For example, if your data set has an Email<\/strong> column, select it as the key so that the automation finds the record whose email matches the form response.<\/p>\nMap the form response fields to the data set columns you want to update. Only the mapped columns change; other columns in the record stay the same.<\/p>\n
Click Finish<\/strong> and turn on<\/strong> your automation, then Publish<\/strong> your form.<\/p>\nDeleting a data set record<\/h2>\n
You can delete a record from a data set when a form response is submitted. This is useful when your form handles cancellations or removal requests \u2014 for example, a customer submitting a form to cancel their subscription.<\/p>\n
Navigate to your form and go to the Automate<\/strong> tab. Choose Process Street<\/strong> as the app and select delete a data set record<\/strong> as the action.<\/p>\nChoose the data set that contains the record you want to delete.<\/p>\n
Select the column that identifies which record to delete. Process Street matches the value from your form response against this column to find and remove the correct record.<\/p>\n
Click Finish<\/strong> and turn on<\/strong> your automation, then Publish<\/strong> your form.<\/p>\nCreating an outgoing webhook<\/h2>\n
You can create an outgoing webhook to trigger actions in third-party applications when your form response is submitted.<\/p>\n
Navigate to your organization settings<\/strong> and go to the Integrations<\/strong> tab. Click on +New Webhook<\/strong> and select Form<\/strong>.<\/p>\nScroll to the bottom of the page and select the form to trigger this webhook, then paste the URL that this webhook should notify. You will get this URL from the third-party app to which you want to connect your form.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-webhook.gif\")
<\/p>\n
Select when a form response is completed<\/strong> as the action that triggers this webhook and turn on<\/strong> your integration.<\/p>\nOnce you have created an automation and turned it on, you can submit a form response to see it in action.<\/p>\n","protected":false},"excerpt":{"rendered":"
If you have a process that starts with a form and ends in a workflow, creating form automation can maximize your efficiency by taking care of data management for you. You can create an automation to run workflows or to create, update, and delete data set records when a form response is submitted. Users: In […]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Forms, Integrations","footnotes":""},"ht_kb_category":[194,483],"ht_kb_tag":[416,477],"class_list":["post-6979","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_category-forms","ht_kb_tag-automations","ht_kb_tag-forms"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6979","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":4,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6979\/revisions"}],"predecessor-version":[{"id":9872,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6979\/revisions\/9872"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6979"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6979"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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