Flows & Automation

Automatically send consent links, reminders, and internal notifications using Flows.

Flows can automate consent form communication (send links, reminders, notifications).

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)

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

Automate studio communication with triggers, conditions, and actions that run in the background.

Learn the shared flow model for triggers, conditions, and actions.

Send payment links and consent form links by email or SMS using message templates.

Compare automated sends with manual send dialogs.

Learn the exact statuses, what they mean, and what actions are allowed.

Understand the status changes that can trigger flows.