A form action is used for sending emails, collecting payments, registering users, and more.

Add a form action

Every form action is added from the form's settings.

1. Open your form and go to Settings → Actions & Notifications.
2. Hover over the action you want, such as Create Post, and click Add. To find more actions, use the tabs or the Search Actions box.
   

   

3. The new action opens below the action list, under Current Actions. Set up its options.
4. Click Update to save your changes.

Duplicate a form action

To duplicate a form action, hover over it in the Current Actions list and click the Duplicate icon near the right end of its row. A copy of the form action is added below the other form actions. Click Update to save your changes.

Actions that a form can only have once, such as Create Post, have no Duplicate icon.

Disable a form action

A form action can be paused, or turned off without deleting it. To turn off a form action, click the toggle near the right end of its row in the Current Actions list. Then click Update to save your changes.

Locate the form action ID

Some customizations need the ID of a form action. To find it:

1. Go to your form's Settings → Actions & Notifications.
2. Click the form action to open it.
3. Find the ID in the bottom right corner of the form action.
   

   

Send emails

The option to send emails is built into Formidable Forms Lite and Formidable Forms Pro. Learn more about how to send email notifications.

Create a post

Generate WordPress posts, pages, and custom post types. Each entry in a form is directly linked to a post. Learn more about how to create posts and pages.

Add-ons

Many Formidable add-ons rely upon setting up a Form Action. Use the links below to learn how to set up a form action with each add-on.

• ActiveCampaign
• API
• Authorize.net AIM
• AWeber
• Campaign Monitor
• Constant Contact
• Form Action Automation
• GetResponse
• Google Sheets
• Highrise
• HubSpot
• Kit (formerly ConvertKit)
• Mailchimp
• MailPoet
• PayPal
• Quiz Maker
• Salesforce
• Stripe
• Twilio
• User Registration
• Zapier

Action triggers

Depending on the add-ons installed, many form actions have more trigger options. By default, most form actions trigger when an entry is created. Other triggers include entry deletion, entry update, completed payment, and successful user registration. Choose a trigger in the action's Trigger this action when dropdown.

Conditional logic

Conditional logic in form actions is available on the Basic, Plus, Business, and Elite licenses.

Use conditional logic to stop a form action from triggering based on values selected in the form.

1. Open the form action and toggle on Add Conditional Logic to run the action only when the entry matches the rules you set.
2. Choose whether the action runs or not when the rules match. For a Send Email action, the choices are Send and Stop. Then choose Any or All to say how many rules must match.
3. Choose a field, a comparison, and a value. The comparisons are: equals, does not equal, is greater than, is greater than or equal to, is less than, is less than or equal to, contains, does not contain, starts with, and ends with.
4. (Optional) Click Add Condition to add another rule.
   

   

5. Click Update to save your changes.

Fields with several parts can be used part by part. In the field list, a Name field shows Name and its parts, such as Name (First Name) and Name (Last Name). Choosing Name compares the full name. An Address field shows only its parts, such as Address (City) or Address (Country).

With Formidable Forms Pro, you can add more than one Stripe, Square, or PayPal Commerce payment action to a form. Then use conditional logic to choose which one runs. Formidable Forms Lite runs one payment action per form.

• Conditionally collect a Stripe payment
• Send different email messages to each recipient

Conditional logic in form actions has a few extra options. A specific entry triggers each action, so the logic can compare values from that entry. These examples show more flexible logic for emails, payments, post creation, and more. They use smart tags and comparisons between fields in the same entry.

• Trigger an email by comparing one field to another with "Field one equals [25]". Replace 25 with the ID of the second field. In the form builder, the field ID shows next to the field, such as (ID 25).
• Send a notification when an entry is deleted, only if it was created more than 1 day before. This can be done by adding a hidden field to the form with the smart value [date format='Y-m-d H:i:s']. Then in the form action logic, add "Hidden field is less than [date format='Y-m-d H:i:s' offset='-1 day']".
• Send a notification only when an entry is updated by someone else when editing is enabled. First, add a User ID field to the form. Then, create a notification set to trigger when "Entry is updated." Add "User ID does not equal Current User" in the form action logic. For a User ID field, the value is a dropdown: choose Current User.

Want more options? Use the frm_action_logic_value hook to compare a field value to anything you want.

Troubleshooting

Form action triggered multiple times

If your form action is triggered multiple times, check its trigger settings for conflicting options. This is most often caused by having both the Entry is created and Entry is updated options selected at the same time. To resolve this, select only one of the two action triggers.

Related developer hooks

• By default, there is a limit of 99 actions on a single form. Set the form action limit with the frm_form_action_limit hook.