Tool Path

How to create a member onboarding flow with Formstack

Experience: Beginner Intermediate

For those who want to:

Create forms with conditional logic

Enable multiple parties to contribute to a form

Send customized emails based on form submission data

In this tool path, you will learn how to use Formstack's robust platform to create a member onboarding form that utilizes conditional logic and workflows. Workflows in Formstack enable you to have multiple people contribute to a form. We will learn how to create an onboarding questionnaire for new members with different questions depending on how each previous question is answered. Then, based on the member's answers, a workflow will trigger that allows a team member to fill in notes to the same form. We'll also cover how to set up customized emails based on form responses and how to get all of this information into Airtable.

What will you learn?

Create a form with FormstackStart now ⭢

In this tutorial, you will learn how to create a form that utilizes conditional logic and has different sections for different parties to fill out.

Create workflows for multi-party forms in FormstackStart now ⭢

Have a process that requires multiple forms to capture information from different parties? With Formstack, you can do this all with one form utilizing workflows! In this tutorial, you will learn how create a form that multiple people can contribute to and can be triggered based on different logic rules.

Send customized emails based on form logic with FormstackStart now ⭢

With Formstack, you can create custom notifications based on form submissions and workflow completions. In this tutorial, you will learn how to create customized emails based on the answers of a form submission.

How to connect Formstack to AirtableStart now ⭢

Learn how to setup a webhook in Formstack and use Zapier to send form submissions to your Airtable base.

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