Email a form

Asking for information has gotten easier! You can email a request to anybody for information and their response will be saved into your task. These forms can only be used to update a task once.

First let's create a form and include the fields that provide relevant contextual information and the information you want. For example, below I have a form for customers to upload their receipts


Now that we have the form users will use, let's add it into our process. In the Flow Builder select the action to add the Email a form step


In the modal fill out who should receive this email and if you want to provide them a message.



Email a form step can also be used in automations!

Save your action with this new step and the next time this action is performed, a form will be sent to the user.