List and update Plumsail public forms, and delete forms, submissions and attachments.
Explore 6 workflow actions for Plumsail Forms, including account permissions and operation limits.
2 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Delete attachment
Write
Delete an uploaded attachment from Plumsail storage by its address (url in the submission).
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete form
Write
Delete a form.
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete submission
Write
Delete a form submission (its __id) from the Plumsail account.
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get form
Read
A form's schema: its stringified layout, configuration and metadata.
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
List forms
Read
The account's public forms with their configuration and metadata.
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
Update form
Write
Change a form's name, page, layout, or submission, draft and notification settings.
Permissions and limits
Account permissions
A Plumsail Forms API key (Plumsail Account, Forms, API keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Plumsail Forms. A saved workflow is not a completed provider action.