Build a workflow that emails your team when a website form arrives, test it with a real submission, and switch it on
Some things need a person straight away: a wholesale enquiry, a large order, an unhappy customer. A workflow can watch for the moment it happens and tell your team by email or in a Slack channel, with the details in the message.This guide builds a Northwind workflow that emails the wholesale team whenever someone sends the Wholesale Form on the website. It stays switched off until the last step.
Only want an email about every new form submission? You don’t need a workflow: the Forms page can email your team and post new leads to Slack. See Choose who gets an email about new submissions. Build a workflow when you want to choose the form, who gets the email, or what it says.
Click Workflows in the left rail, then New Workflow. Type a name, such as Tell the team about wholesale enquiries, and click Create Blank Workflow. It starts switched off.
2
Add the Form Submitted trigger
Click the gear at the top right, then Browse All Nodes. Search for “form submitted” and click Form Submitted.
3
Pick the form
Under Forms, tick the form that should start the workflow. Leave them all unticked to start it for every form, or pick a Site to narrow the list.
Click the gear again, then Browse All Nodes. Search for “send email” and click Send Email.
The Send Email step
2
Connect it
Drag from the small dot on the right edge of Form Submitted to the dot on the left edge of Send Email. A line joins them, so the email goes out after the form arrives.
The form, then the email
3
Write the email
Click Send Email to open its settings, and fill in:
To: your team’s address. Separate several addresses with commas.
Subject: what the email is about.
Body (plain text): the message. Type {{trigger.form_fields}} where the visitor’s answers should go. It lists every field they filled in, one per line, and leaves out the empty ones.
Click Form Submitted, then its Input tab. Under Test sample, click a recent submission. The test uses what that visitor sent.
The test uses this submission
2
Click Test Run
Click Test Run above the canvas. Test completed shows at the top, and both steps turn green with Done.
Both steps ran
3
Check the email it would send
A test never sends anything. Click Send Email, then its Output tab. Test run: not sent says who the email would have come from, and below it you can check the address, subject and message.
To tell a Slack channel as well as, or instead of, emailing, add a Slack Notification step the same way and connect it after the trigger. It needs two things:
Webhook URL: a link from Slack that lets Hiveku post into one channel. Create one at api.slack.com/messaging/webhooks (you need permission to add apps to your Slack workspace), then paste it here.
Message: what the post says.
The Slack step's settings
Treat the webhook URL like a password: anyone who has it can post in your channel.
Replies don’t reach anyone. The email comes from Hiveku Workflows (no-reply@notifications.hiveku.com). To answer the visitor, use the email address they typed, which is in the message.
Pick the test submission again after you come back. The submission you pick is kept while the workflow is open. When you reopen it later, pick one again before Test Run, or the test runs without any answers.
Other events can start it. Search Browse All Nodes for what should start the workflow instead of a form, such as a new helpdesk ticket.
See each run. Once it’s on, Runs at the top lists every time it ran: see See What a Workflow Did.
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It lists every field they filled in, one per line, and leaves out the empty ones.`]}),`\n`]}),_jsx(Frame,{caption:`Who gets it, and what it says`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=7ee3777ce60d35585cdf6be211d51d1d`,alt:`Send Email settings: To wholesale-team@example.com, outlined; Subject New wholesale enquiry from the website, outlined; and Body, A wholesale enquiry just came in on the website, followed by the trigger form_fields value, outlined`,width:`392`,\"data-og-width\":`784`,\"data-og-height\":`1000`,\"data-path\":`images/how-tos/workflows/tt-05-email-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=78c7f1ff081a2c1a5c163a68ef1a83c4 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=db9f4c84de355e027faab6925c02fcfd 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=fc40bf9647f18f2258a4807234dd15ff 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=2cda8eac34f47c30c434d4e69a47a358 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=ba28a129799ef1aec27eeee72a88338f 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-05-email-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=c4203df0c5e837c8116d99a07b0f6888 2500w`})}),_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Save Workflow`}),`.`]})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`test-it-with-a-real-submission`,children:`Test it with a real submission`}),`\n`,_jsxs(Steps,{children:[_jsxs(Step,{title:`Pick a submission to test with`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Form Submitted`}),`, then its `,_jsx(_components.strong,{children:`Input`}),` tab. Under `,_jsx(_components.strong,{children:`Test sample`}),`, click a recent submission. The test uses what that visitor sent.`]}),_jsx(Frame,{caption:`The test uses this submission`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=dc0bf5731ba675d1fba26b62e974d98d`,alt:`Test sample: Test run uses the submission from sam.ortega@example.com, and the submission from sam.ortega@example.com, Wholesale Form, sent 10/20/2026, ticked and outlined`,width:`392`,\"data-og-width\":`784`,\"data-og-height\":`512`,\"data-path\":`images/how-tos/workflows/tt-06-sample-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=519edb75c806583b925d43f7e1744ddd 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=33bfea5b289ac28506725594fdc3b989 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=7529142994b3e9f0978e7c8dc5f4cfef 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=53650f2010149e3e30ae5e10fa8c4414 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=bed6a1783ae63526f3c2758829848fa0 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-06-sample-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=12bfd8cca94354f881c04cc73b5bccac 2500w`})})]}),_jsxs(Step,{title:`Click Test Run`,children:[_jsxs(_components.p,{children:[`Click `,_jsx(_components.strong,{children:`Test Run`}),` above the canvas. `,_jsx(_components.strong,{children:`Test completed`}),` shows at the top, and both steps turn green with `,_jsx(_components.strong,{children:`Done`}),`.`]}),_jsx(Frame,{caption:`Both steps ran`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=72ea5fafe5c30ea606577d224c5781dc`,alt:`Test completed, 2/2 steps, outlined, and Form Submitted and Send Email both marked Done, joined by a line carrying 10 fields, outlined`,width:`552`,\"data-og-width\":`1104`,\"data-og-height\":`900`,\"data-path\":`images/how-tos/workflows/tt-07-test-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=fee8e5e95b99fad2af4a1b4421085249 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=716e1ddfb63d07ee0753d0d0e07d5a2a 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=4a9d0c8200f621ca83b2bac8afbdad32 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=a4934a76d79c190fc616c5d1da3f1f90 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=192684eab589de468ad8c971624e55ea 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-07-test-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=9925d7ec4448ec2a4af4347d7f231297 2500w`})})]}),_jsxs(Step,{title:`Check the email it would send`,children:[_jsxs(_components.p,{children:[`A test never sends anything. Click `,_jsx(_components.strong,{children:`Send Email`}),`, then its `,_jsx(_components.strong,{children:`Output`}),` tab. `,_jsx(_components.strong,{children:`Test run: not sent`}),` says who the email would have come from, and below it you can check the address, subject and message.`]}),_jsx(Frame,{caption:`Simulated, not sent`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=daca7bcd257efca1f7d730d22dddcc65`,alt:`Send Email, Done, Output tab: Test run: not sent. It would have gone from Hiveku Workflows no-reply@notifications.hiveku.com, outlined`,width:`392`,\"data-og-width\":`784`,\"data-og-height\":`600`,\"data-path\":`images/how-tos/workflows/tt-08-not-sent-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=729cee4a856774d204df678c083488cc 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=f85361527f487a362938f4f169700457 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=d1fa032f881f7f70d56c57e12d0b4c39 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=6a9501dc0034aae129d400bda1c26cf5 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=0796952a3b1e8a66155a00ded02a53a7 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-08-not-sent-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=7c116b8066689f960c041e3d26010dba 2500w`})})]})]}),`\n`,_jsx(Heading,{level:`2`,id:`switch-it-on`,children:`Switch it on`}),`\n`,_jsxs(_components.p,{children:[`When the test looks right, click the switch at the top right so it reads `,_jsx(_components.strong,{children:`Enabled`}),`. From then on, every new submission of the form emails your team.`]}),`\n`,_jsx(Frame,{caption:`The switch, still off here`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=b76ad33540be6b32e6d7bd91dd14f337`,alt:`The workflow Tell the team about wholesale enquiries, Switched off, with the Disabled switch, outlined, beside Runs`,width:`1150`,\"data-og-width\":`2300`,\"data-og-height\":`144`,\"data-path\":`images/how-tos/workflows/tt-09-switch-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=4c12b64a6d430c5891dcdc6490d0b53b 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=f95366ea459cc1206250077507b4005f 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=b8c433b0704a207d0aeeb0198ef1b9ba 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=8d1a171af300fddfe023aec7ca33a489 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=6a03f7cdd87952fa84077e9cc7978f5c 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-09-switch-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=3d41b49610cb1e8eca3f2d3a61cb9737 2500w`})}),`\n`,_jsx(Heading,{level:`2`,id:`post-to-slack-instead`,children:`Post to Slack instead`}),`\n`,_jsxs(_components.p,{children:[`To tell a Slack channel as well as, or instead of, emailing, add a `,_jsx(_components.strong,{children:`Slack Notification`}),` step the same way and connect it after the trigger. It needs two things:`]}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Webhook URL`}),`: a link from Slack that lets Hiveku post into one channel. Create one at `,_jsx(_components.a,{href:`https://api.slack.com/messaging/webhooks`,children:`api.slack.com/messaging/webhooks`}),` (you need permission to add apps to your Slack workspace), then paste it here.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Message`}),`: what the post says.`]}),`\n`]}),`\n`,_jsx(Frame,{caption:`The Slack step's settings`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=ee9fd5e6275fd41576bb1f875c77632b`,alt:`Slack Notification settings: Webhook URL, outlined, with Create one at api.slack.com/messaging/webhooks; Channel override, optional; and Message, outlined`,width:`392`,\"data-og-width\":`784`,\"data-og-height\":`1120`,\"data-path\":`images/how-tos/workflows/tt-10-slack-closeup.webp`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=280\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=d68ac628900aa7224236785b18668a2b 280w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=560\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=86831b3ee68168e6f97e00d4290bc1f6 560w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=840\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=8999ef80113046e222c2605b5011177f 840w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=1100\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=c58c7391693b06a59108c0b4d54ac6c3 1100w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=1650\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=3d6148916792e7687b544e4353a8d372 1650w, https://mintcdn.com/locusdigital/4In_cyHM2e6gdQGR/images/how-tos/workflows/tt-10-slack-closeup.webp?w=2500\u0026fit=max\u0026auto=format\u0026n=4In_cyHM2e6gdQGR\u0026q=85\u0026s=af965a9d643ef667f6abfd059dbecd35 2500w`})}),`\n`,_jsx(_components.p,{children:`Treat the webhook URL like a password: anyone who has it can post in your channel.`}),`\n`,_jsx(Heading,{level:`2`,id:`good-to-know`,children:`Good to know`}),`\n`,_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Replies don’t reach anyone.`}),` The email comes from Hiveku Workflows (`,_jsx(_components.a,{href:`mailto:no-reply@notifications.hiveku.com`,children:`no-reply@notifications.hiveku.com`}),`). To answer the visitor, use the email address they typed, which is in the message.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Pick the test submission again after you come back.`}),` The submission you pick is kept while the workflow is open. When you reopen it later, pick one again before `,_jsx(_components.strong,{children:`Test Run`}),`, or the test runs without any answers.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Other events can start it.`}),` Search `,_jsx(_components.strong,{children:`Browse All Nodes`}),` for what should start the workflow instead of a form, such as a new helpdesk ticket.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`See each run.`}),` Once it’s on, `,_jsx(_components.strong,{children:`Runs`}),` at the top lists every time it ran: see `,_jsx(_components.a,{href:`/how-tos/workflows/see-what-a-workflow-did`,children:`See What a Workflow Did`}),`.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`More about steps.`}),` See `,_jsx(_components.a,{href:`/how-tos/workflows/build-a-workflow-by-hand`,children:`Add and Connect Workflow Steps Yourself`}),`.`]}),`\n`]})]})}function 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