Start from a template

How to apply one

Open New workflow. Choose a template. GRTforms clones the listed form templates into your account and connects them. Turn the workflow on when you are ready. Clearer template cards (category, step kinds, and how many fields to map) are not available yet. When they ship, mapping only chooses which answers the workflow reads. It does not enable SMS, WhatsApp, Slack, or other new sends.

Employee onboarding

After a new-hire onboarding form is submitted, email you, then send the equipment request, then the policy acknowledgment. Name and email are prefilled; email is locked. The original entry is marked Onboarding.

• Forms: Employee onboarding, Equipment request, Policy acknowledgment.
• Equipment request reminder after 24 hours (deadline 72 hours).
• Policy acknowledgment reminder after 48 hours (deadline 7 days).

Incident follow-up

When a workplace incident is reported, email you. If the report is marked urgent, send a follow-up equipment request with name and email prefilled. Mark the entry Open either way.

• Forms: Workplace incident, Equipment request.
• The extra form is sent only when urgency is yes.

Application screen

After a job application, send a short candidate screening form with email prefilled and locked. Mark the entry Screening.

• Forms: Intern application, Candidate screening.
• Screening reminder after 24 hours (deadline 5 days).

Larger template gallery

Not available yet. When it ships, New workflow will list extra ready-made sequences. You map 1–3 fields, such as which field holds the email or the rating, then turn the workflow on. Matching form templates on /templates also link to these workflows.

These templates use email, if/else, set status, and send next form steps. Approval and delay templates also need those steps, which are not available yet. Slack, HubSpot, Mailchimp, SMS, and WhatsApp are not part of these templates.

Lead routing

Not available yet. After a quote request, email a thank-you to the sender. If the budget is $25,000 or more, email you so you can follow up. Map the work email and estimated budget fields.

Approval request

Not available yet. Uses an approval step, which is not available yet. After a time-off request, email the manager a signed Approve / Reject page. Approved or rejected: email the requester and set that status. Reminder after 24 hours; the link expires after 3 days. Map the requester email and manager email fields.

Appointment request confirmation + reminder

Not available yet. Uses delay steps, which are not available yet. After an appointment request, send a confirmation, a reminder one day before the preferred date, then a thanks email with a feedback form one day after. Map the attendee email and preferred date fields.

Support ticket triage

Not available yet. After a support request, mark the entry New. If severity is Critical, email you. Otherwise send an auto-reply to the requester. Map the requester email and severity fields.

Job application review

Not available yet. Uses approval and delay steps, which are not available yet. After a job application, email the candidate a confirmation, then you approve or reject. Approved: interview invite and status Interview. Rejected: a polite email two days later and status Rejected. Map the candidate email field.

Order / quote follow-up

Not available yet. Uses delay steps, which are not available yet. After an order form, email the customer and email you. Three days later send a follow-up. Four days after that send a last check-in. Map the contact email field.

Feedback escalation for low ratings

Not available yet. If the star rating is 2 or lower, email you and mark the entry Needs follow-up. Otherwise email a thank-you to the sender. Map the customer email and star rating fields.

NPS follow-up

Not available yet. On an NPS survey, a score of 0–6 emails you and the respondent. 7–8 gets a “what could we improve?” email. 9–10 gets a thank-you asking them to share GRTforms. Map the follow-up email and 0–10 score fields.

Client onboarding / intake

Not available yet. Uses a delay step, which is not available yet. After a customer onboarding form, send a welcome email, mark the entry Kickoff, and send a check-in email three days later. Map the primary email field.

Contact form auto-reply + owner routing

Not available yet. After a contact form, email an auto-reply to the sender and email you so you can follow up. Map the sender email field.

Volunteer / membership application approval

Not available yet. Uses an approval step, which is not available yet. After a volunteer signup, you approve or reject via a signed link. Approved: welcome email and status Approved. Rejected: a short update email and status Rejected. Map the volunteer email field.