Kicking off a workflow from an online form submission

in

I should be drinking the kool-aid, right?  Meaning, I should be using the features of the product suite to my advantage.  I started to go down the route of trying to figure out how to effectively track when someone "Requests More Information" from my website.  I surely don't want to use 4 different products to manage that process.  Why can't I take the form submission from squarespace and have it kick-off a workflow within Content Manager?  

Once my email link server was configured it took all of about 5 minutes to get this setup.

Here's the workflow I want to kick-off....

 
2017-10-03_13-07-35.png
 

First I went into squarespace and created a submission form.  It sends me an email with the contents of the form.  That email looks like the image below.

2017-10-03_11-56-48.png

Next I went into Content Manager and created myself a new check-in style.  I'm doing this via the webclient, but the process is the same for the thick client.  

 
Web-client

Web-client

 
 

I then gave the check-in style a name and chose my "Request for Information" record type.  

 
2017-10-03_12-03-20.png
 
 

Then I gave it a default workflow template for my process

 
2017-10-03_12-05-04.png
 
 

I then clicked into the processing section and checked the first two check boxes: Automatically create server-side email capture folders and Keep email in the mail system.  By keeping it in there I'm hoping my conversations can be automatically related and captured down the road.

2017-10-03_12-56-40.png

Now after I click save, it shows me my new check-in style

 
2017-10-03_12-07-16.png
 

If I go back to my gmail inbox I can now see this folder available

 
2017-10-03_12-08-57.png
 

Next I create a new filter for my inbox, so that all incoming form submissions are automatically labeled into this folder.

 
2017-10-03_11-34-12.png
 

I know the sender and receiver of the messages I care about, so I define those on the filter like shown below.

 
2017-10-03_12-11-58.png
 

In the other options dialog I indicate the new label name and then click save

 
2017-10-03_11-37-03.png
 

Now I go visit my website and complete the form...

2017-10-03_12-28-15.png

Now if I check my workflows worklist, I can see my workflow has been kicked-off & assigned automatically!

 
2017-10-03_13-09-39.png
 

The things we can accomplish with the newest versions are pretty cool.  I can see lots of useful ways to leverage these features.  Keep in mind that once the form data is within Content Manager, I can apply scripts, code, and add-ons to do anything necessary (like harvest the form data, initiate an integration, etc).

The integration with gmail is secure.  It works.  And it's free (if you have both G Suite and Content Manager).  You just need to configure it.  :)