Flows & Automation
Automatically send consent links, reminders, and internal notifications using Flows.
Flows can automate consent form communication (send links, reminders, notifications).
When Consent Forms Trigger Flows
Consent forms can trigger flows on these events:
- Created – when you create the consent form from the Consent tab
- Updated – when the consent form changes status (for example when the client submits, when auto-verify approves on signing, or when staff approves/rejects)
- Canceled – when the consent form instance is deleted (only possible while Pending/Awaiting approval)
Recommended automation
Create a consent form flow triggered on Created that sends {{consent_form_link}} by email/SMS.
Manual vs Automatic Flows
There are two ways flows can run for consent forms:
- Automatic flows: configured to run for all consent forms (run-always)
- Manual flows: selected when you send the consent form in the Consent tab (useful for one-off messages)
Template Variables (For Messages)
When building email/SMS messages, you can use:
{{consent_form_link}}– link to the client signing page{{consent_form_status}}– status (pending/awaiting_approval/approved/rejected){{form_title}}– template title