Kanban Form Triggers

Kanban Form Triggers

Form triggers execute when a form attached to a kanban card is submitted. Use them to process form data and automate follow-up actions.

How Form Triggers Work

1. User submits a form on a card
2. Form triggers evaluate the submission
3. Conditions check form field values
4. Actions execute based on the data

Creating a Form Trigger

1. Open card with attached form
2. Click Form Settings → Triggers
3. Add a new trigger
4. Configure conditions based on form fields
5. Define actions to execute

Form Field Conditions

Check values from submitted form fields:

• Text fields: Contains, equals, is empty
• Number fields: Greater than, less than, equals
• Select fields: Equals specific option
• Checkbox fields: Is checked, is not checked
• Date fields: Before, after, equals

AI Form Evaluation

Use AI to analyze complex form submissions:

1. Enable Use AI Evaluation
2. Write an evaluation prompt
3. AI reads all form fields
4. Returns decision based on content

Example prompt: "Is this a qualified lead? Check if they have budget over $10k and timeline under 3 months."

Common Form Trigger Actions

Lead qualification form:

• Condition: Budget field > $10,000
• Action: Move card to "Qualified" list
• Action: Assign to sales team
• Action: Send notification

Support ticket form:

• Condition: Priority = "Urgent"
• Action: Add "urgent" tag
• Action: Send email to support lead
• Action: Update card priority

Approval form:

• Condition: Approval = "Approved"
• Action: Move to "Approved" list
• Action: Notify requester

Trigger Priority

When multiple triggers exist:

• Higher priority runs first
• Use Stop on Match to prevent further triggers
• Triggers run in sequence, not parallel

Execution Tracking

View form trigger history:

1. Open card form settings
2. Click Trigger History
3. See submissions and actions taken
4. Debug failed triggers