How to Trigger Actions Based on Form Responses

Automatically route candidates or take actions based on their questionnaire answers.

How it works

When a candidate completes a questionnaire:

1. System checks their answers against your conditions
2. If conditions are met, action triggers
3. Actions include: move stage, disqualify, assign job

Setting up form-based actions

1. Open a job
2. Go to the Workflow tab
3. Click the bolt icon on the stage where candidates receive questionnaires
4. Click Add Automation
5. Select Act If a Form Is Filled
6. Configure conditions and actions

Configuration options

Select form field

Choose which questionnaire field to check.

Condition types

Actions

Move to Stage:

Route qualified candidates forward automatically.

Disqualify:

Reject candidates with disqualifying answers.

Assign Job:

Add candidate to additional positions based on their interests.

Example use cases

Skills assessment

Condition: "Years of experience" greater than 5

Action: Move to "Senior Interview" stage

Interest-based routing

Condition: "Preferred department" contains "Engineering"

Action: Assign to Engineering jobs

Disqualification

Condition: "Can work weekends" equals "No"

Action: Disqualify (for roles requiring weekend availability)

Completion check

Condition: "Portfolio URL" is not empty

Action: Move to "Portfolio Review" stage

Multiple conditions

Set up multiple Act If Form Filled automations for different scenarios:

1. Experience check:

• If "Years" > 5 → Move to "Senior Track"

2. Junior routing:

• If "Years" < 2 → Move to "Junior Track"

3. Missing info:

• If "Portfolio" is empty → Stay for follow-up

Questionnaire + AI scoring flow

Combine questionnaires with AI scoring:

1. Candidate applies (short form)
2. Nurture campaign sends questionnaire link
3. Candidate completes questionnaire
4. Act If Form Filled: If key question answered → Move to "Ready for AI Score"
5. AI Score automation: Evaluate based on questionnaire + resume
6. High scorers advance automatically

Tips

• Test conditions with sample responses
• Use clear, specific question wording
• Combine multiple automations for complex routing
• Review edge cases manually at first
• Document your routing logic for team reference

Updated on: 23/12/2025