feat: add routing form triggers to workflows

apps/api/v2/src/modules/workflows/inputs/create-workflow.input.ts

@@ -39,13 +39,17 @@ import {
   BOOKING_REJECTED,
   BOOKING_REQUESTED,
   EVENT_CANCELLED,
+  FORM_SUBMITTED,
+  FORM_SUBMITTED_NO_EVENT,
   NEW_EVENT,
   OnAfterCalVideoGuestsNoShowTriggerDto,
   OnAfterCalVideoHostsNoShowTriggerDto,
   OnAfterEventTriggerDto,
   OnBeforeEventTriggerDto,
   OnCancelTriggerDto,
   OnCreationTriggerDto,
+  OnFormSubmittedNoEventTriggerDto,
+  OnFormSubmittedTriggerDto,
   OnNoShowUpdateTriggerDto,
   OnPaidTriggerDto,
   OnPaymentInitiatedTriggerDto,
@@ -83,6 +87,8 @@ export type TriggerDtoType =
   | OnRescheduleTriggerDto
   | OnCancelTriggerDto
   | OnAfterCalVideoGuestsNoShowTriggerDto
+  | OnFormSubmittedTriggerDto
+  | OnFormSubmittedNoEventTriggerDto
   | OnRejectedTriggerDto
   | OnRequestedTriggerDto
   | OnPaymentInitiatedTriggerDto
@@ -93,6 +99,8 @@ export type TriggerDtoType =
 @ApiExtraModels(
   OnBeforeEventTriggerDto,
   OnAfterEventTriggerDto,
+  OnFormSubmittedTriggerDto,
+  OnFormSubmittedNoEventTriggerDto,
   OnCancelTriggerDto,
   OnCreationTriggerDto,
   OnRescheduleTriggerDto,
@@ -132,6 +140,8 @@ export class CreateWorkflowDto {
       { $ref: getSchemaPath(OnRescheduleTriggerDto) },
       { $ref: getSchemaPath(OnAfterCalVideoGuestsNoShowTriggerDto) },
       { $ref: getSchemaPath(OnAfterCalVideoHostsNoShowTriggerDto) },
+      { $ref: getSchemaPath(OnFormSubmittedTriggerDto) },
+      { $ref: getSchemaPath(OnFormSubmittedNoEventTriggerDto) },
       { $ref: getSchemaPath(OnRejectedTriggerDto) },
       { $ref: getSchemaPath(OnRequestedTriggerDto) },
       { $ref: getSchemaPath(OnPaidTriggerDto) },
@@ -151,6 +161,8 @@ export class CreateWorkflowDto {
         { value: OnRescheduleTriggerDto, name: RESCHEDULE_EVENT },
         { value: OnAfterCalVideoGuestsNoShowTriggerDto, name: AFTER_GUESTS_CAL_VIDEO_NO_SHOW },
         { value: OnAfterCalVideoHostsNoShowTriggerDto, name: AFTER_HOSTS_CAL_VIDEO_NO_SHOW },
+        { value: OnFormSubmittedTriggerDto, name: FORM_SUBMITTED },
+        { value: OnFormSubmittedNoEventTriggerDto, name: FORM_SUBMITTED_NO_EVENT },
         { value: OnRequestedTriggerDto, name: BOOKING_REQUESTED },
         { value: OnRejectedTriggerDto, name: BOOKING_REJECTED },
         { value: OnPaymentInitiatedTriggerDto, name: BOOKING_PAYMENT_INITIATED },
@@ -171,7 +183,8 @@ export class CreateWorkflowDto {
     | OnPaymentInitiatedTriggerDto
     | OnNoShowUpdateTriggerDto
     | OnAfterCalVideoGuestsNoShowTriggerDto
-    | OnAfterCalVideoHostsNoShowTriggerDto;
+    | OnFormSubmittedTriggerDto
+    | OnFormSubmittedNoEventTriggerDto;
 
   @ApiProperty({
     description: "Steps to execute as part of the workflow",

apps/api/v2/src/modules/workflows/inputs/update-workflow.input.ts

@@ -36,6 +36,10 @@ import {
   AFTER_GUESTS_CAL_VIDEO_NO_SHOW,
   OnAfterCalVideoHostsNoShowTriggerDto,
   AFTER_HOSTS_CAL_VIDEO_NO_SHOW,
+  OnFormSubmittedNoEventTriggerDto,
+  OnFormSubmittedTriggerDto,
+  FORM_SUBMITTED_NO_EVENT,
+  FORM_SUBMITTED,
   OnNoShowUpdateTriggerDto,
   OnRejectedTriggerDto,
   OnRequestedTriggerDto,
@@ -126,6 +130,8 @@ export class UpdateWhatsAppAttendeePhoneWorkflowStepDto extends WorkflowPhoneWha
 @ApiExtraModels(
   OnBeforeEventTriggerDto,
   OnAfterEventTriggerDto,
+  OnFormSubmittedTriggerDto,
+  OnFormSubmittedNoEventTriggerDto,
   OnCancelTriggerDto,
   OnCreationTriggerDto,
   OnRescheduleTriggerDto,
@@ -170,6 +176,8 @@ export class UpdateWorkflowDto {
       { $ref: getSchemaPath(OnRescheduleTriggerDto) },
       { $ref: getSchemaPath(OnAfterCalVideoGuestsNoShowTriggerDto) },
       { $ref: getSchemaPath(OnAfterCalVideoHostsNoShowTriggerDto) },
+      { $ref: getSchemaPath(OnFormSubmittedTriggerDto) },
+      { $ref: getSchemaPath(OnFormSubmittedNoEventTriggerDto) },
       { $ref: getSchemaPath(OnRejectedTriggerDto) },
       { $ref: getSchemaPath(OnRequestedTriggerDto) },
       { $ref: getSchemaPath(OnPaidTriggerDto) },
@@ -190,6 +198,8 @@ export class UpdateWorkflowDto {
         { value: OnRescheduleTriggerDto, name: RESCHEDULE_EVENT },
         { value: OnAfterCalVideoGuestsNoShowTriggerDto, name: AFTER_GUESTS_CAL_VIDEO_NO_SHOW },
         { value: OnAfterCalVideoHostsNoShowTriggerDto, name: AFTER_HOSTS_CAL_VIDEO_NO_SHOW },
+        { value: OnFormSubmittedTriggerDto, name: FORM_SUBMITTED },
+        { value: OnFormSubmittedNoEventTriggerDto, name: FORM_SUBMITTED_NO_EVENT },
         { value: OnRequestedTriggerDto, name: BOOKING_REQUESTED },
         { value: OnRejectedTriggerDto, name: BOOKING_REJECTED },
         { value: OnPaymentInitiatedTriggerDto, name: BOOKING_PAYMENT_INITIATED },

apps/api/v2/src/modules/workflows/inputs/workflow-trigger.input.ts

@@ -11,6 +11,8 @@ export const AFTER_EVENT = "afterEvent";
 export const RESCHEDULE_EVENT = "rescheduleEvent";
 export const AFTER_HOSTS_CAL_VIDEO_NO_SHOW = "afterHostsCalVideoNoShow";
 export const AFTER_GUESTS_CAL_VIDEO_NO_SHOW = "afterGuestsCalVideoNoShow";
+export const FORM_SUBMITTED = "formSubmitted";
+export const FORM_SUBMITTED_NO_EVENT = "formSubmittedNoEvent";
 export const BOOKING_REJECTED = "bookingRejected";
 export const BOOKING_REQUESTED = "bookingRequested";
 export const BOOKING_PAYMENT_INITIATED = "bookingPaymentInitiated";
@@ -24,6 +26,8 @@ export const WORKFLOW_TRIGGER_TYPES = [
   RESCHEDULE_EVENT,
   AFTER_HOSTS_CAL_VIDEO_NO_SHOW,
   AFTER_GUESTS_CAL_VIDEO_NO_SHOW,
+  FORM_SUBMITTED,
+  FORM_SUBMITTED_NO_EVENT,
   BOOKING_REJECTED,
   BOOKING_REQUESTED,
   BOOKING_PAYMENT_INITIATED,
@@ -39,6 +43,8 @@ export const WORKFLOW_TRIGGER_TO_ENUM = {
   [RESCHEDULE_EVENT]: WorkflowTriggerEvents.RESCHEDULE_EVENT,
   [AFTER_HOSTS_CAL_VIDEO_NO_SHOW]: WorkflowTriggerEvents.AFTER_HOSTS_CAL_VIDEO_NO_SHOW,
   [AFTER_GUESTS_CAL_VIDEO_NO_SHOW]: WorkflowTriggerEvents.AFTER_GUESTS_CAL_VIDEO_NO_SHOW,
+  [FORM_SUBMITTED]: WorkflowTriggerEvents.FORM_SUBMITTED,
+  [FORM_SUBMITTED_NO_EVENT]: WorkflowTriggerEvents.FORM_SUBMITTED_NO_EVENT,
   [BOOKING_REJECTED]: WorkflowTriggerEvents.BOOKING_REJECTED,
   [BOOKING_REQUESTED]: WorkflowTriggerEvents.BOOKING_REQUESTED,
   [BOOKING_PAYMENT_INITIATED]: WorkflowTriggerEvents.BOOKING_PAYMENT_INITIATED,
@@ -54,6 +60,8 @@ export const ENUM_TO_WORKFLOW_TRIGGER = {
   [WorkflowTriggerEvents.RESCHEDULE_EVENT]: RESCHEDULE_EVENT,
   [WorkflowTriggerEvents.AFTER_HOSTS_CAL_VIDEO_NO_SHOW]: AFTER_HOSTS_CAL_VIDEO_NO_SHOW,
   [WorkflowTriggerEvents.AFTER_GUESTS_CAL_VIDEO_NO_SHOW]: AFTER_GUESTS_CAL_VIDEO_NO_SHOW,
+  [WorkflowTriggerEvents.FORM_SUBMITTED]: FORM_SUBMITTED,
+  [WorkflowTriggerEvents.FORM_SUBMITTED_NO_EVENT]: FORM_SUBMITTED_NO_EVENT,
   [WorkflowTriggerEvents.BOOKING_REJECTED]: BOOKING_REJECTED,
   [WorkflowTriggerEvents.BOOKING_REQUESTED]: BOOKING_REQUESTED,
   [WorkflowTriggerEvents.BOOKING_PAYMENT_INITIATED]: BOOKING_PAYMENT_INITIATED,
@@ -213,3 +221,22 @@ export class OnAfterCalVideoHostsNoShowTriggerDto extends TriggerOffsetDTO {
   @IsIn([AFTER_HOSTS_CAL_VIDEO_NO_SHOW])
   type: typeof AFTER_HOSTS_CAL_VIDEO_NO_SHOW = AFTER_HOSTS_CAL_VIDEO_NO_SHOW;
 }
+export class OnFormSubmittedTriggerDto {
+  @ApiProperty({
+    description: "Trigger type for the workflow",
+    example: FORM_SUBMITTED,
+  })
+  @IsString()
+  @IsIn([FORM_SUBMITTED])
+  type: typeof FORM_SUBMITTED = FORM_SUBMITTED;
+}
+
+export class OnFormSubmittedNoEventTriggerDto extends TriggerOffsetDTO {
+  @ApiProperty({
+    description: "Trigger type for the workflow",
+    example: FORM_SUBMITTED_NO_EVENT,
+  })
+  @IsString()
+  @IsIn([FORM_SUBMITTED_NO_EVENT])
+  type: typeof FORM_SUBMITTED_NO_EVENT = FORM_SUBMITTED_NO_EVENT;
+}

apps/api/v2/src/modules/workflows/services/workflows.input.service.ts

@@ -29,6 +29,7 @@ import {
 import {
   OnAfterEventTriggerDto,
   OnBeforeEventTriggerDto,
+  OnFormSubmittedNoEventTriggerDto,
   TIME_UNIT_TO_ENUM,
   WORKFLOW_TRIGGER_TO_ENUM,
 } from "../inputs/workflow-trigger.input";
@@ -136,22 +137,25 @@ export class WorkflowsInputService {
       : currentData.trigger;
     const timeUnitForZod =
       updateDto.trigger instanceof OnBeforeEventTriggerDto ||
-      updateDto.trigger instanceof OnAfterEventTriggerDto
+      updateDto.trigger instanceof OnAfterEventTriggerDto ||
+      updateDto.trigger instanceof OnFormSubmittedNoEventTriggerDto
         ? updateDto?.trigger?.offset?.unit ?? currentData.timeUnit ?? null
         : undefined;
 
     const updateData: TUpdateInputSchema = {
       id: workflowIdToUse,
       name: updateDto.name ?? currentData.name,
-      activeOn:
+      activeOnEventTypeIds:
         updateDto?.activation?.activeOnEventTypeIds ??
         currentData?.activeOn.map((active) => active.eventTypeId) ??
         [],
+      activeOnRoutingFormIds: updateDto?.activation?.activeOnRoutingFormIds ?? [],
       steps: mappedSteps,
       trigger: triggerForZod,
       time:
         updateDto.trigger instanceof OnBeforeEventTriggerDto ||
-        updateDto.trigger instanceof OnAfterEventTriggerDto
+        updateDto.trigger instanceof OnAfterEventTriggerDto ||
+        updateDto.trigger instanceof OnFormSubmittedNoEventTriggerDto
           ? updateDto?.trigger?.offset?.value ?? currentData?.time ?? null
           : null,
       timeUnit: timeUnitForZod ? TIME_UNIT_TO_ENUM[timeUnitForZod] : null,

apps/web/public/static/locales/en/common.json

@@ -1432,6 +1432,7 @@
   "new_event_trigger": "when new event is booked",
   "email_host_action": "send email to host",
   "email_attendee_action": "send email to attendees",
+  "email_attendee_action_form": "Send email to submitted email address",
   "sms_attendee_action": "Send SMS to attendee",
   "sms_number_action": "send SMS to a specific number",
   "send_reminder_sms": "Easily send meeting reminders via SMS to your attendees",
@@ -1484,6 +1485,8 @@
   "may_require_confirmation": "May require confirmation",
   "nr_event_type_one": "{{count}} event type",
   "nr_event_type_other": "{{count}} event types",
+  "nr_routing_form_one": "{{count}} routing form",
+  "nr_routing_form_other": "{{count}} routing forms",
   "count_team_one": "{{count}} team",
   "count_team_other": "{{count}} teams",
   "add_action": "Add action",
@@ -1600,7 +1603,9 @@
   "2fa_required": "Two factor authentication required",
   "incorrect_2fa": "Incorrect two factor authentication code",
   "which_event_type_apply": "Which event type will this apply to?",
+  "which_routing_form_apply": "Which routing form will this apply to?",
   "apply_to_all_event_types": "Apply to all, including future event types",
+  "apply_to_all_routing_forms": "Apply to all, including future routing forms",
   "apply_to_all_teams": "Apply to all team and user event types",
   "which_team_apply": "Which team will this apply to?",
   "no_workflows_description": "Workflows enable simple automation to send notifications & reminders enabling you to build processes around your events.",
@@ -3602,6 +3607,9 @@
   "webhook_metadata": "Metadata",
   "stats": "Stats",
   "booking_status": "Booking status",
+  "form_submitted_trigger": "When routing form is submitted",
+  "form_submitted_no_event_trigger": "When routing form is submitted and no booking is created",
+  "how_long_after_form_submitted_no_event": "How long after the form was submitted?",
   "visit": "Visit",
   "location_custom_label_input_label": "Custom label on booking page",
   "meeting_link": "Meeting link",

packages/app-store/routing-forms/lib/formSubmissionUtils.test.ts

@@ -4,7 +4,14 @@ import { describe, it, vi, expect, beforeEach, afterEach } from "vitest";
 
 import getWebhooks from "@calcom/features/webhooks/lib/getWebhooks";
 import { sendGenericWebhookPayload } from "@calcom/features/webhooks/lib/sendPayload";
-import { WebhookTriggerEvents } from "@calcom/prisma/enums";
+import { WorkflowService } from "@calcom/lib/server/service/workflows";
+import {
+  WebhookTriggerEvents,
+  WorkflowTriggerEvents,
+  WorkflowActions,
+  WorkflowTemplates,
+} from "@calcom/prisma/enums";
+import { getAllWorkflowsFromRoutingForm } from "@calcom/trpc/server/routers/viewer/workflows/util";
 
 import { _onFormSubmission } from "./formSubmissionUtils";
 
@@ -25,6 +32,16 @@ vi.mock("@calcom/features/tasker", () => {
   return { default: Promise.resolve(tasker) };
 });
 
+// Mock workflow dependencies
+vi.mock("@calcom/lib/server/service/workflows", () => ({
+  WorkflowService: {
+    scheduleFormWorkflows: vi.fn(() => Promise.resolve()),
+  },
+}));
+vi.mock("@calcom/trpc/server/routers/viewer/workflows/util", () => ({
+  getAllWorkflowsFromRoutingForm: vi.fn(() => Promise.resolve([])),
+}));
+
 const mockSendEmail = vi.fn(() => Promise.resolve());
 const mockResponseEmailConstructor = vi.fn();
 vi.mock("../emails/templates/response-email", () => ({
@@ -44,7 +61,7 @@ describe("_onFormSubmission", () => {
       { id: "field-1", identifier: "email", label: "Email", type: "email" },
       { id: "field-2", identifier: "name", label: "Name", type: "text" },
     ],
-    user: { id: 1, email: "test@example.com" },
+    user: { id: 1, email: "test@example.com", timeFormat: 12, locale: "en" },
     teamId: null,
     settings: { emailOwnerOnSubmission: true },
   };
@@ -122,13 +139,119 @@ describe("_onFormSubmission", () => {
     });
   });
 
+  describe("Workflows", () => {
+    it("should call WorkflowService.scheduleFormWorkflows for FORM_SUBMITTED workflows", async () => {
+      const mockWorkflows = [
+        {
+          id: 1,
+          name: "Form Submitted Workflow",
+          userId: 1,
+          teamId: null,
+          trigger: WorkflowTriggerEvents.FORM_SUBMITTED,
+          time: null,
+          timeUnit: null,
+          steps: [
+            {
+              id: 1,
+              action: WorkflowActions.EMAIL_ATTENDEE,
+              sendTo: null,
+              reminderBody: "Thank you for your submission!",
+              emailSubject: "Form Received",
+              template: WorkflowTemplates.CUSTOM,
+              verifiedAt: new Date(),
+              includeCalendarEvent: false,
+              numberVerificationPending: false,
+              numberRequired: false,
+            },
+          ],
+        },
+      ];
+
+      vi.mocked(getAllWorkflowsFromRoutingForm).mockResolvedValueOnce(mockWorkflows as any);
+
+      await _onFormSubmission(mockForm as any, mockResponse, responseId);
+
+      expect(getAllWorkflowsFromRoutingForm).toHaveBeenCalledWith(mockForm);
+      expect(WorkflowService.scheduleFormWorkflows).toHaveBeenCalledWith({
+        workflows: mockWorkflows,
+        responses: {
+          email: {
+            value: "test@response.com",
+            response: "test@response.com",
+          },
+          name: { value: "Test Name", response: "Test Name" },
+        },
+        responseId,
+        form: {
+          ...mockForm,
+          fields: mockForm.fields.map((field) => ({
+            type: field.type,
+            identifier: field.identifier,
+          })),
+        },
+      });
+    });
+
+    it("should call WorkflowService.scheduleFormWorkflows for FORM_SUBMITTED_NO_EVENT workflows", async () => {
+      const mockWorkflows = [
+        {
+          id: 2,
+          name: "Form Follow-up Workflow",
+          userId: 1,
+          teamId: null,
+          trigger: WorkflowTriggerEvents.FORM_SUBMITTED_NO_EVENT,
+          time: 30,
+          timeUnit: "MINUTE",
+          steps: [
+            {
+              id: 2,
+              action: WorkflowActions.EMAIL_ATTENDEE,
+              sendTo: null,
+              reminderBody: "Follow up on your form submission",
+              emailSubject: "Follow Up",
+              template: WorkflowTemplates.CUSTOM,
+              verifiedAt: new Date(),
+              includeCalendarEvent: false,
+              numberVerificationPending: false,
+              numberRequired: false,
+            },
+          ],
+        },
+      ];
+
+      vi.mocked(getAllWorkflowsFromRoutingForm).mockResolvedValueOnce(mockWorkflows as any);
+
+      await _onFormSubmission(mockForm as any, mockResponse, responseId);
+
+      expect(getAllWorkflowsFromRoutingForm).toHaveBeenCalledWith(mockForm);
+      expect(WorkflowService.scheduleFormWorkflows).toHaveBeenCalledWith({
+        workflows: mockWorkflows,
+        responses: {
+          email: {
+            value: "test@response.com",
+            response: "test@response.com",
+          },
+          name: { value: "Test Name", response: "Test Name" },
+        },
+        responseId,
+        form: {
+          ...mockForm,
+          fields: mockForm.fields.map((field) => ({
+            type: field.type,
+            identifier: field.identifier,
+          })),
+        },
+      });
+    });
+  });
+
   describe("Response Email", () => {
     it("should send response email to team members for a team form", async () => {
       const teamForm = {
         ...mockForm,
         teamId: 1,
         userWithEmails: ["team-member1@example.com", "team-member2@example.com"],
-        user: { id: 1, email: "test@example.com" },
+        user: { id: 1, email: "test@example.com", timeFormat: 12, locale: "en" },
       };
 
       await _onFormSubmission(teamForm as any, mockResponse, responseId);