What is an Action Flow?
An Action Flow in Qomon is a simple automation tool that allows you to connect a trigger (a form submission, petition signature, or event RSVP) with an action (sending an email or an SMS).
When a contact submits a form, signs a petition, or RSVPs to an event, the Action Flow automatically sends them an email or SMS - no manual follow-up needed.
This is especially useful for:
Sending confirmation or thank-you emails
Triggering follow-up actions after signups
Welcoming volunteers or petition signers
For the time being, you cannot create drip sequences or "customer journeys" with conditions using Action Flows. The only "triggers" are submitting a form, petition, or event registration.
🛠️ How to create an Action Flow
Go to the Action Flows tab: Navigate to Activation → Action Flows, then click Create an Action Flow.
Choose the trigger type: Decide whether the workflow should start when someone fills out a form, signs a petition, or RSVPs to an event.
Choose your action type
Select whether the workflow should send:An email
An SMS
Select your trigger
Choose the form, petition, or event that will trigger the automation.✅ Make sure the action is already created and published.
Configure your message
For emails: create a new email template or select an existing template from a previous Action Flow
For SMS: write your SMS message
Activate your workflow: Give your Action Flow a name, then click Activate.
You’re done - your automation is now live!
⚙️ Default and Dedicated Action Flows
When creating an Action Flow, you can choose between a Default Flow or a Dedicated Flow.
A Default Flow applies to all actions of a selected trigger type (for example, all form submissions). A Dedicated Flow applies only to a specific form, petition, or event that you select.
Dedicated Flows override the Default Flow for that specific form, petition, or event.
If one or more Dedicated Flows exist for the same trigger, only those will run - the Default Flow will not.
If multiple Dedicated Flows are set up for the same form, petition, or event, they will run sequentially (one email will be sent after the other).
You can create only one Default Flow per trigger type (one for forms, one for petitions, and one for events).
🔍 Managing Action Flows
Return to the Action Flows list to view and manage your active automations.
Click on any flow to edit, deactivate, or delete it.
Before setting up a flow, make sure your forms, petitions, and events are already created and ready to go:
👥 Managing permissions
Admins can view role permissions by navigating to Settings → General → Role Management. From there, you can check which roles have access to specific action flow permissions.
On Expert accounts, roles and permissions can also be customized. Learn more in our article on Custom Roles and Permissions.