# When a Client is assigned a Form ## Conditions | Field | Operators | | ------------- | -------------------------------------------------- | | Client Tags | includes any, does not include all | | Contact Group | is part of all, is part of any, is not part of all | | Form Template | is part of all, is part of any, is not part of all | | Contact Tags | includes any, does not include all | | Contact Stage | equals, not equals | *** ## Actions | Action | Description | | ---------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Send Email | Sends email to the list configured based on the conditions and trigger setup in the rule. This can be used to send custom emails to clients, staffs and other custom email lists. | | Notify Staffs via WhatsApp | Sends a WhatsApp template message to Staffs based on the conditions and trigger setup in the rule. This can be used to send notifications to staffs. | | send a WhatsApp template message | Sends a WhatsApp template message based on the conditions and trigger setup in the rule. | | send Customer Satisfaction Survey (CSAT) | This action sends a Customer Satisfaction Survey to measure your business performance and customer satisfaction. | | Add the Contact to Group | Adds a contact to a group based on the conditions and trigger setup in the rule. | | Remove the Contact from Group | Removes contact from a group based on the conditions and trigger setup in the rule. This can be used to make sure, the same rule does not execute multiple times in a flow. | | Add Client Tags | Add tags the client based on the conditions and trigger setup in the rule. This can be used in conditions to segment clients in subsequent rules. | | Remove Client Tags | Remove tags from client based on the conditions and trigger setup in the rule. This can be used to remove client from a segment. | | Add Contact Tags | Adds tags to contact based on the conditions and trigger setup in the rule. This can be used to segment contacts. | | Remove Contact Tags | Removes tags from a contact based on the conditions and trigger setup in the rule. This can be used to remove a contact from a segment. | | Update Contact Stage | Updates a contact stage. This helps you differentiate which stage a contact is at on a lead nurturing customer journey. | | Mark the form as sent | Updates the form status to sent. | | Add Text Client Notes | Easily add and save textual notes for client interactions and details. | | Add Document Client Notes | Attach and store documents as notes for client records and communications. | | Add or Update Client Custom Attributes | Easily manage your client information by adding or updating custom attributes directly within your workflow. | --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.whautomate.com/product-guides/automation/triggers/when-a-client-is-assigned-a-form.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.