How to Set Up Email Notifications in Formflow

Many users have asked how to properly use Email Notes inside Formflow. This guide walks you step by step through creating a simple form, connecting it to an email notification, and customizing the message with dynamic data.

Step 1: Create a Simple Form

For this example, we’ll collect three pieces of information:

Name – “What’s your name?”
Email – “What’s your best email?”
Contact – “How do we contact you?”

That’s all we need for now.

Step 2: Add an Email Notification

Drag out a Send node.
Go to Notifications → Email.
Enter your recipient email address.
- Example: [email protected]
- You get 1,000 free internal emails per month if you’re just sending them to yourself as lead alerts.

Step 3: Customize the Subject and Message

Subject line example:
@name is ready for a call...
Edit the message body:
Use the @ symbol to recall form data. For example:
Name: @name Contact: @contact Email: @email
You can format text with bold, add separators, or create a clear layout for your lead notifications.

Step 4: Place the Node Correctly

The email notification will only trigger based on where you place the node in the flow. Make sure it follows the questions logically.

To finish the flow, you can add a Text node with something like:

Thanks @name, we’ll be in touch.

Step 5: Test the Flow

Publish your flow.
Go live and enter test data (name, email, phone number).
Check your inbox for the notification.

Example result:
Jason is ready for a call at +61 476 703 799 Their email is jason.w@e2.agency

Extra Notes

Currently, phone numbers may not automatically render as clickable links. You can still copy/call directly, but the team is working on making them tap-to-call by default on mobile.
You can report bugs or ask questions via the chat widget inside Formflow.

Conclusion

That’s it—your email notes are now set up and firing whenever a lead submits a form. This system is designed to be simple, intuitive, and fast so you never miss an important lead update.