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How to trigger a sequence when the form is submitted

Make each form response start an automatic sequence, for example a welcome message right after submission.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

DivulgarSequências automáticas

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Video lesson coming soon. For now, follow the steps below.

Whoever fills out a form is interested right now. By linking the form to a sequence, the person gets a response instantly, without depending on someone seeing the alert.

Where to find it in Cognizy

DivulgarSequências automáticas

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • Have an active form in Promote › Forms.
  • Have the message template that the sequence will send ready.

Step by step

  1. Step 1:

    Open Promote › Automatic Sequences, click New journey and write the Name.

  2. Step 2:

    Click on the Start step. In When to run?, choose Form submitted.

  3. Step 3:

    Click the + below Start (Add next step) and choose what the person receives, such as Send WhatsApp or Send email.

  4. Step 4:

    Add the other steps, like a wait and a second message. Click Save and activate.

How to know it worked

From then on, every form submission creates or updates the contact, notifies the team, and puts the person in the sequence.

If something goes wrong

Someone submitted the form and didn't enter the sequence.

Check that the sequence is active and that the trigger is Form submitted. With re-entry turned off, anyone who has already gone through the sequence won't enter it again.

Next step

Track who's in each sequence.

Sign in with your Cognizy account to save your progress.

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