---
title: How to create an automation flow with a form?
description: "✅ [What's an automation flow?](https://support.flowtrack.co/What-is-an-automation-Flow-8feeb15aee0f4939a902c2a0cf85c7dc?pvs=21) ✅ [What's the benefit of Forms?](https://support.flowtrack.co/What-is-the-benefit-of-Forms-a86ef19701174057bc0d7e5af00862bd?pvs=21) # Steps to create a form ## **Create a New Form** ### Load the Form Builder Navigate to the form builder by clicking the “Database” on the left side…"
url: "https://crmhelpdocs.com/docs/how-to-create-an-automation-flow-with-a-form/"
updated: "2023-10-09"
category: "Automation | Flows"
---

# How to create an automation flow with a form?

✅ [What's an automation flow?](https://support.flowtrack.co/What-is-an-automation-Flow-8feeb15aee0f4939a902c2a0cf85c7dc?pvs=21)

✅ [What's the benefit of Forms?](https://support.flowtrack.co/What-is-the-benefit-of-Forms-a86ef19701174057bc0d7e5af00862bd?pvs=21)

# Steps to create a form

## **Create a New Form**

### Load the Form Builder

Navigate to the form builder by clicking the “Database” on the left side menu. Then when you have the database page open you will see a link to “Forms” on the top of your page, please click that. (See the image below)

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-59-1024x501.png)

### Drag & Drop to Create Your Form

Drag and drop elements on the form builder to add elements

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-61-1024x502.png)

[Video guideline on basic form design](https://youtu.be/MkPKMhUwE0c)

### Save Your Form

Please, click on the ‘Save’ button after completing the design.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-62-1024x500.png)

![Untitled](https://s3-us-west-2.amazonaws.com/secure.notion-static.com/07db8669-fd60-4c22-bae1-f35e7ee94e4a/Untitled.png)

# Steps to create a flow

## Create a flow

### Load the flow builder

Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the flow page open you will see a link to “Flows” on the top of your page, please click that. Click on the ‘Create Flow’ button.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-63-1024x501.png)

### Select the flow option

The system will pop up a message box, and you will have to select the second option, 'Form Submission'.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-64-1024x501.png)

### Select the form

After selecting that option, the system will display the list of all available forms under your account and you can select your desired form.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-65-1024x498.png)

After selecting your form, please click on the ‘Select’ button to start building the flow.

### Drag & Drop to Create Your Flow

Drag and drop elements on the flow builder to add steps

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-66-1024x491.png)

[Video guideline on automation flow](https://youtu.be/wmnNSNWfuYI)

### Save the flow

After completing the design works, please click on the ‘Save’ button

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-67-1024x492.png)

### Publish the flow

The system will allow you to set a name for the flow and publish the flow.

![](https://crmhelpdocs.com/wp-content/uploads/2023/10/image-68-1024x498.png)