Suggestions for Automation Workflow Guides

Stefania

• June 30, 2021 20:07

Hi folks!

Have a suggestion about a kind of Automation workflow that you would like us to post a guide for in the Knowledge Base?

Share it here! We'd love to hear it.

Thanks,

Elsie

Customer Care Team

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  Carrie Jalonen

  • November 12, 2021 16:03

  I would really love to know how to create an automated workflow that allows the system to email a form submitter the next form they need. For instance, we have a "volunteer interest" form on our website. I would like Keela to use the email they signed up with to send them the next form, which would be a "new volunteer application." Is that possible?

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  Stefania Bracho Liberatore

  • November 16, 2021 16:43

  Hi Carrie, 

  That's definitely possible and we have outlined in this Knowledge Base article on how to set it up: https://support.keela.co/hc/en-us/articles/4410784011533-Volunteer-Sign-Up-Process

  Let me know if you have any questions!

  Stefania

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  Jessica Finucane

  • February 16, 2022 21:55

  New to Keela automation, but have a lot of experience with Zapier and other automation software.

  My question is about pulling information from form fields that then influences the workflow. For example, part of our volunteer sign up process is providing three references for us to contact. With Google Forms and Zapier, I was able to pull three different referee names and emails and set up a customised email asking them to book a time for a reference check. Is there any way to do this in Keela?

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