Surface Workflows Overview

Surface Workflow Creation

Workflows allow you to automate actions based on form interactions and lead activities. Create sophisticated automation flows that trigger when users interact with your forms.

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Workflow Triggers

Workflows can be triggered at different stages of form interaction:

Complete Form Submission

In Progress

Dropped Off

Anonymous Website Visitor

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Available Actions

Connect your forms with various platforms and services:

CRM Integration

  1. 1. HubSpot
  2. 2. Salesforce
  3. 3. Outreach

Communication

  1. 1. Slack
  2. 2. Email
  3. 3. Custom HTTP requests

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Workflow Actions

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Integration Actions

  1. 1. HubSpot - Create/update contacts and companies
  2. 2. Salesforce - Create leads and opportunities
  3. 3. Slack - Send notifications and alerts
  4. 4. Zapier - Connect with thousands of apps
  5. 5. Outreach - Create prospects and sequences

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Utility Actions

  1. 1. HTTP Request - Make custom API calls
  2. 2. Validate Website URL - Check URL validity
  3. 3. Validate Email Address - Verify email format
  4. 4. Custom JavaScript - Run custom code

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Creating a Workflow

  1. Click “Create workflow” button
  2. Select “Surface forms” as the source
  3. Choose your specific form
  4. Select trigger event:
    • Form Submission
    • In Progress (Step0)
    • User Dropped Off
  5. Add desired actions
  6. Configure action settings
  7. Activate workflow

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Best Practices

Workflow Tips

  1. 1. Start with simple workflows
  2. 2. Test workflows before activating
  3. 3. Use appropriate triggers for actions
  4. 4. Monitor workflow performance
  5. 5. Document workflow purpose

Form Builder

Create forms that trigger your workflows

Integrations

Learn about available integrations