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Need Help Creating My First Nintex Workflow (Form Submission and Email Notifications)

  • July 13, 2026
  • 2 replies
  • 15 views
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Subject: Need Help Creating My First Nintex Workflow (Form Submission and Email Notifications)

Hello Everyone,

I am new to Nintex Automation Cloud and am currently trying to build my first workflow. I have made some progress, but I am struggling to complete the workflow successfully and would appreciate any guidance, tutorials, or resources that could help.

What I have completed so far:

  • Created my Nintex Form.
  • Configured the workflow Start Event.

I am trying to achieve:

  • Send an email to users with a link to access and complete the Nintex Form.
  • When the user submits the form, store the form data in SharePoint.
  • Send an email notification to me when a submission is received.
  • Include key data from the submitted form (SharePoint columns) in the notification email.
  • Ideally, send a confirmation email back to the user after successful submission.

I am having difficulty understanding how to pass form data into the workflow and access SharePoint column values within the workflow. Also, how to configure the email actions correctly and reference submitted form values in email notifications.

Could anyone please provide a simple example workflow that accomplishes this process or a Step-by-step guidance, Documentation, videos, or training resources for beginners?

My goal is to create a straightforward process where a user receives a form link, submits the form, the data is stored in SharePoint, and both the submitter and I receive email notifications.

Thank you in advance for any assistance. I appreciate any recommendations or best practices for someone learning Nintex workflows for the first time.

2 replies

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Nintex Employee
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  • brent_readNintex Employee
  • Nintex Employee
  • July 13, 2026

Hi ​@DeeOguns 

for the forms you’re using are they SharePoint list form or is it a form from a workflow start event?  For a workflow start event you’d use the start event variable in the workflow to access the data from the form.  Once you publish the workflow you’d have a URL to the form that could be provided to users.

If it’s a SharePoint list form then users would access the form directly through the new item button on the list.  For the workflow side of things you’d use the Sharepoint Online: New List Item event.  Then you’d access the data from the Start Event variable to do anything you needed in the workflow.

I’d also recommend checking out learn.nintex.com to get more info about the product.  That should give you more info on how the start events, variables, and actions work together.

 

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    • DeeOguns
    • Author
    • Rookie
    • July 13, 2026

    Hi ​@DeeOguns 

    for the forms you’re using are they SharePoint list form or is it a form from a workflow start event?  For a workflow start event you’d use the start event variable in the workflow to access the data from the form.  Once you publish the workflow you’d have a URL to the form that could be provided to users.

    If it’s a SharePoint list form then users would access the form directly through the new item button on the list.  For the workflow side of things you’d use the Sharepoint Online: New List Item event.  Then you’d access the data from the Start Event variable to do anything you needed in the workflow.

    I’d also recommend checking out learn.nintex.com to get more info about the product.  That should give you more info on how the start events, variables, and actions work together.

     

    Thank you!

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