Title: Workflow actions | OneForm > Every action a workflow can take, from drafting and sending reports to emails, waits, Slack, sheets, CRMs and files. Source: https://oneform.si/help/workflows/workflow-steps/ --- 1. [Help Center](https://oneform.si/help/) 2. [Workflows](https://oneform.si/help/workflows/) 3. Workflow actions [View as Markdown](https://oneform.si/help/workflows/workflow-steps.md) # Workflow actions Every action a workflow can take, from drafting and sending reports to emails, waits, Slack, sheets, CRMs and files. Updated October 22, 2026 · 4 min read [Open Workflows ↗](https://app.oneform.si/workflows?help=workflow-steps) Actions are what a workflow does, one after another, from top to bottom. To add one, click **+** under the trigger or between two actions in the workflow editor, and pick it from **Add an action**. Then click the action to set it up in the panel on the right. ![The Add an action panel, with actions grouped by kind](https://app.oneform.si/media/ef8da90a-ea70-5a5f-8bdb-c2264149cfdd) ## Reports | Action | What it does | | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Draft the report** | OneFormAI writes the report and puts it in **Review**. It skips forms whose report is off, unless you turn on **Draft even if the form's report is off**. | | **Wait for approval** | Pauses until a reviewer approves the report. Set **Give up after (hours, 0 = never)** to stop waiting. | | **Email the report (PDF)** | Sends the approved report to the client with the PDF attached. **Approve and send, no review** sends it without anyone reading it first. | ## Email | Action | What it does | | ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Confirmation email** | Tells the client you've received their answers, with your wording from Settings. | | **Alert reviewers** | Emails your review team that a report is ready. | | **Send an email** | Your own email to anyone, with answers filled in. Set **To**, **Subject** and **Message**. You can turn on **Add your sign-off (Settings)** and **Attach the report PDF**. | | **Send an email from Outlook** | The same, sent from your connected Outlook mailbox and saved in its Sent Items. Replies come back to you. | **To** takes up to 10 addresses, separated by commas. ## Logic | Action | What it does | | ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Wait** | Waits a number of minutes, hours or days before the next action, for example a follow-up two days later. | | **If / Else** | Splits the workflow into a **Yes** path and a **No** path. See [Conditions and branches](https://oneform.si/help/workflows/conditions-and-branches/). | ## Messaging **Slack message**, **Teams message**, **Google Chat message** and **Discord message** post to a channel or space you choose. Write the **Message**, then choose whether to **List the answers** and **Add a “Review the report” button**. Google Chat works with Google Workspace accounts only. ## CRM & sales | Action | What it does | | --------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------- | | **Send the lead to HubSpot**, **Pipedrive**, **Salesforce** or **Zoho CRM** | Adds the client to your CRM, or updates them if they're already there, with their OneForm lead score. | | **Keep a lead list in Google Sheets** or **Excel** | Keeps one row per lead, with their score: added the first time, updated after that. | Under **Which leads**, choose **Everyone**, **Warm & hot** or **Hot only**. People are matched by email, so the same person is updated, never added twice. ## Spreadsheets & data | Action | What it does | | ------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Add a row in Google Sheets** or **Excel** | Adds one row per response. Choose **Every answer**, or **Choose columns** to pick your own. OneForm keeps the header row in step with your questions. | | **Save the PDF to Google Drive** or **OneDrive** | Uploads the report PDF to a folder you name. Turn on **A sub-folder per client** to file each client's PDFs together. | ## Automation **Send to another app (advanced)** sends the answers to a web address another app gives you. It's for apps OneForm doesn't connect to yet and is usually set up by a developer. See [Send data to another app with webhooks](https://oneform.si/help/integrations/send-data-to-another-app-webhooks/). ## Settings every action has - **A name.** Click the action's name at the top of its panel to rename it. - **\+ Insert answer.** Puts the client's name, an answer, the report or firm details into a text field. Some actions also share results with later ones, under **Insert answer → Earlier actions**. - **Keep going if this action fails.** Off: the workflow stops at a failed action, and you can try again from **Activity**. On: the failure is logged and the rest runs. - **Skip this action.** Keeps the action in the workflow without doing it. ## Good to know - **Connect apps from the action.** An app action asks you to choose an account. If none is connected yet, connect it right there. See [Integrations overview](https://oneform.si/help/integrations/integrations-overview/). - **Some actions need a higher plan.** Each app, sending to another app, and **Approve and send, no review** depend on your plan. The picker shows a badge with the plan you'd need. You can add the action to a draft, but you can't turn the workflow on until your plan includes it. - **A workflow holds up to 60 actions.** ## Why can't I find an action? - **It doesn't fit the trigger.** The picker hides actions that make no sense for what starts the workflow. For example, **Draft the report** only appears for **Form is submitted**. See [Workflow triggers](https://oneform.si/help/workflows/workflow-triggers/). - **The app isn't available yet.** Apps that aren't ready are listed under **Coming soon** at the bottom of the picker. - **You searched for a different word.** Try the app's name, such as "Slack" or "Drive", in **Search actions and apps…**. Was this article helpful? [← PreviousWorkflow triggers](https://oneform.si/help/workflows/workflow-triggers/)[Next →Conditions and branches (If / Else)](https://oneform.si/help/workflows/conditions-and-branches/) ## Related articles [Create a workflowBuild a workflow with AI, from a recipe or step by step, test it on a real response, and turn it on.](https://oneform.si/help/workflows/create-a-workflow/)[Workflow triggersEvery event that can start a workflow, from a submitted form to a paid report, a booked call or a Hot lead.](https://oneform.si/help/workflows/workflow-triggers/)[Conditions and branches (If / Else)Send a workflow down different paths depending on answers, scores, how the form was filled in, or the report.](https://oneform.si/help/workflows/conditions-and-branches/)[IntegrationsConnect OneForm to your other appsHow the Integrations page works, how one-click connecting works, which apps your plan includes, and how to disconnect.Basic plan and up](https://oneform.si/help/integrations/integrations-overview/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. 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