How To Invoke an Action Set With a Web Form

To invoke an action set with a web form please follow the steps below.

 1. From your Main Dashboard hover over the Tools tab and select Web Tools as shown in the image below. 


2. Once on the Web Tools page select Web Forms


3. On the form you want to add the action set to select the Lightning Bolt icon under Actions as shown below.  


4. A box will pop up and from the drop down, select the action set you want to use. After selecting the action set click Save Changes



You have successfully invoked an action set with a web form. Now when someone fills out the form, the chosen action set will be assigned to them. If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at

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