QUICKSTART
Build your first rule in 1 minute
A from-scratch walkthrough — install the script, build your first Webflow conditional form rule, and connect your site without code.
What is Roolify?
Roolify is a tool that adds conditional logic to your Webflow forms — no code required.
With Roolify, you can control exactly how your forms behave based on what a visitor types or selects. Show or hide fields, make fields required, disable options, and auto-fill values — all in real time.
Core Features
Automatic Form Detection
Automatically scans and detects all form fields on your Webflow site. No manual configuration needed.
Conditional Logic Builder
Create complex show/hide rules with visual builder. Build IF-THEN conditions using an intuitive interface.
Show & Hide Webflow Form Fields
Dynamically show or hide Webflow form fields based on user input. Supports Webflow custom checkbox values and hidden fields without code.
Webflow Conditional Form Routing
Route Webflow form submissions to different email addresses and destinations based on logic.
Auto Respond
Automatically send customized responses based on user input. Follow up instantly and notify the right people at the right time.
No-Code Webflow Form Builder
Build advanced Webflow custom forms with no code. Simply connect and create rules in minutes.
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Before you start
You'll need:
A Webflow Project with publish access
A Roolify account - free plan works for this guide
About 5 minutes
Don't have a Roolify account yet?
Sign up for free - no credit card, no time limit. You'll be back here in 30 seconds.
01
Create Account
Go to the Roolify sign-up page. Enter your full name, email address, and a password (min. 8 characters, 1 letter, 1 number). Your account starts on the Free plan automatically—no credit card required.
02
Log In & Security
Login with your credentials. You will be automatically logged out after 24 hours for security. If you forget your password, the reset link in your email expires after 60 minutes.
03
Forgot Password
If you've forgotten your password, you can reset it from the login page.
1. Click "Forgot Password" on the login page
2. Enter the email address associated with your account
3. Click Send Reset Link
4. Check your inbox for an email from notifications@roolify.com
5. Click Reset Your Password in the email.
6. You will be taken to the reset password page. From there, you will enter your new password and confirm the new password. Upon success, you will be redirected to the dashboard.
Important Note
The reset link expires after 60 minutes and can only be used once. If your link has expired, go back to the login page and request a new one.
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The Dashboard
The Dashboard is your home base in Roolify. It gives you a quick overview of everything connected to your account and surfaces recent activity so you always know what's going on.
Number of Total Sites
Number of Total Rules
Number of Total Forms
Number of Total Submission
Your connected Webflow Forms
A quick view of Recent Activity
A quick View of Recent Form Submissions
Helpful Tip
If you make any changes to your Webflow Forms, you need to publish those changes in Webflow and then in Roolify click the Refresh Data button in the bottom left of the sidebar. This will refresh your form data and reflect any changes you've made in Webflow.
05
Connect Your First Site
After creating your account, you will be taken to the Connect a Site page. This is where you link your first Webflow site to Roolify.
Click Connect to Webflow
You will be redirected to Webflow to log in and authorize access Select which Webflow site you want Roolify to access
Adding more sites Once you're in the dashboard, you can connect additional Webflow sites from Account Settings → Site Information. The number of sites you can connect depends on your plan—see the pricing page for more details. To add a site beyond your plan's limit, you'll need to upgrade.
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Script Installation
The Roolify script is automatically installed on your Webflow site when you connect a site
After connecting your site, publish it once in Webflow to activate the script. From that point on, any updates Roolify makes to the script are applied automatically—you never need to reinstall or republish for script updates.
Important Note
Do not remove the Roolify script from your Webflow site's custom code settings. The script is automatically injected when you connect your site and is required for your conditional logic rules to run on your live site. If it is removed, your rules will stop working immediately.
Script Status
Each connected site shows a live status badge so you always know whether Roolify is active and working on that site. Roolify checks the script in real time by verifying it's registered, applied to your site's custom code, up to date, and that your site has been published.
Connected — Roolify is active and your site is published. Your conditional logic rules are running live. No action needed.
Needs Repair — The Roolify script is missing or was removed from your site's custom code. Your rules will not run until it's restored. Re-add the script in Webflow > Site Settings > Custom Code, or reconnect the site in Roolify.
Outdated — A newer version of Roolify is available. Your rules still work, but you should update to get the latest fixes and features. Remove the current script and re-add it in Webflow > Site Settings > Custom Code.
Needs Republish — The Roolify script is installed and current, but your site hasn't been published yet. The script only goes live when you publish. Publish your Webflow site to activate it.
Unknown — Roolify couldn't determine the status, usually due to a temporary Webflow connection issue. This typically resolves on its own — refresh the page to check again.
Custom Code Cleanup
When you remove a site from Roolify, our system calls the Webflow Custom Code API to delete the Roolify script block from your site. This only removes the code Roolify added — any custom code you've added yourself in Webflow is left completely untouched. If you instead uninstall Roolify directly from Webflow, Webflow removes the script automatically and no further action is needed.
Important Note
Removing a site from Roolify revokes Roolify's access to your Webflow site, but the Roolify app may still appear under Apps & Integrations → Connected Apps in Webflow. This is normal — Roolify's access has already been revoked. To remove the listing itself, click Uninstall App in Webflow.
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Adding Multiple Sites
Once you're in the dashboard, you can connect additional Webflow sites from any page; simply click the avatar icon in the bottom left sidebar, and a menu will pop up with a button to connect a site.
Important Note
You must be on the Pro or Agency Plan to add multiple sites
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Switching Sites
To switch sites in Roolify, simply hover over the user profile section at the bottom of the sidebar, click on it, and a list of your connected sites will appear. Click on the site you want to make the active site
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Uninstall Roolify from Webflow
To fully disconnect Roolify from a Webflow site, go to Webflow Site Settings > Apps & Integrations, find Roolify under Connected Apps, and click Uninstall App.
Roolify will automatically detect the disconnection the next time you open the dashboard
All forms, rules, submissions, and notification settings for that site will be permanently deleted
Your Webflow forms will continue to work normally — Roolify only adds conditional logic and routing on top of them
Rule Builder
Rules are the core of Roolify. Each rule watches one or more form fields and takes action based on what a visitor enters.
From your dashboard, navigate to the Rule Builder page and select the form you want to add a rule to. Click Create Rule.
Add one or more conditions — the triggers that determine when the rule fires. Add one or more actions — what happens when the conditions are met Click Save Draft to save without activating, or Publish to make it live immediately.
Helpful Tip
Rules saved as drafts will not run on your live site until you publish them.
Publish a Rule
1. Scroll to the saved rule section
2. Click the Publish Rule button and your rule will become active
Editing a Rule
1. From the rule builder find the rule you want to edit
2. Click the edit button and the fields will be populated into the rule builder
3. Make your changes to the conditions or actions
4. Click the update button, and your new rule will replace your old one.
Delete a Rule
1. From the rule builder find the rule you want to delete
2. Click the delete button and your rule will be deleted
3. This cannot be undone. Deleted rules are permanently removed and will stop running on your site immediately
Rule Builder Deep Dive
Rules are the core of Roolify. Each rule watches one or more form fields and takes action based on what a visitor enters.
Available Operators
OPERATOR
DESCRIPTION
Equals / Does not equal
Exact matching
Contains / Does not contain
Substring check
Greater than / Less than
Numerical comparison
Is empty / Is not empty
Input presence
Is checked / Is unchecked
Checkbox specific
Before / After
Date comparison
Available Actions
ACTION
DESCRIPTION
Show / Hide
Toggles visibility
Require / Make Optional
Toggles validation
Greater than / Less than
Numerical comparison
Enable / Disable
Toggles input interaction
Set Value / Clear Value
Auto-fills or resets fields
Form Fields
In Roolify you can edit form field display names and checkbox values, and reorder fields based on your preference.
By default, Webflow checkbox values are true and false. Roolify automatically extracts the field label from your checkbox and uses it as the submission value. You also have the option to customise this value to whatever you need.
Edit checkbox value
Helpful Tip
Custom checkbox values allow you to change what shows up on form submissions
Changing the display name
Important Note
Changing the display name in Roolify does not change the display name in Webflow
Rearranging Fields
Hide from notifications
Sections & DOM Elements
If your form has a group of fields that should all show or hide together, you don't need to create a separate rule for every single field. Instead, you can wrap them in a div, tag it with a Roolify attribute in Webflow, and then target the entire group with a single rule.This keeps your Rule Builder clean and makes complex forms much easier to manage.
Copy and paste into your custom attribute name
Name:
data-roolify-id
Value:
name-your-section
Important Note
The rule builder only targets sections that are inside of the form component. Adding the data-roolify-id attribute to elements outside of the form wrapper will not show up as a target in the rule builder. The Name Value automatically defaults to a readable value in your Rule Builder. For example: name-your-section will be Name Your Section
Step 1 — Tag your section in Webflow
1. In Webflow, select the div or container that wraps the fields you want to group
2. Open the Element Settings panel and add a custom attribute
3. Set the name to data-roolify-id and give it a unique value that describes the section (e.g. business-details or shipping-address)
4. Publish your site
Step 2 — Sync your changes in Roolify
1. Go to your Roolify dashboard.
2. Click Refresh Data to sync your latest Webflow changes
3. Your tagged section will now be available as a target in the Rule Builder
Step 3 — Target the section in a rule
1. Open the Rule Builder and create or edit a rule
2. Set your conditions as normal
3. For the action, choose Show Section or Hide Section
4. Select the section by the name you assigned in Webflow
DOM Elements
Webflow's native form sync only returns fields that were added directly through the Webflow designer. If your form includes inputs added via custom DOM element — such as date pickers, phone fields, range sliders, or any input not natively supported by Webflow's form builder — those fields won't show up during a standard sync. Roolify handles this automatically.
How it Works
When a visitor loads your published site, the Roolify script scans your form for any inputs that exist in the page but weren't returned by Webflow. When it finds them, it registers those fields with Roolify in the background — no action needed on your part.
The next time you open the Rule Builder or your notification settings, those fields will already be available to use just like any other field.
For more information on building custom HTML inputs and supported attributes, refer to the MDN HTML Attributes Reference.
Supported Custom Field Types
Roolify can detect and register the following input types when added via custom HTML:
INPUT TYPES
REGISTERED AS
date, datetime-local
Date
number, range
Number
tel
Phone Number
text, textarea, url, color
Plain Text
checkbox
Checkbox
radio
Radio
select
Select
Important Note
Webflow's native file upload input is supported as a show/hide target in Roolify rules. However, file upload fields in Webflow forms require the Business plan or above on Webflow
Notifications
Roolify can send automated emails every time a form is submitted — to your team, to the person who submitted the form, or both.
Helpful Tip
Submissions default to the account owner's email address if no custom recipient routing is defined.
Notification settings Fields
The following section provides a comprehensive breakdown of each available field and its specific functionality
SETTING FIELD
SETTING DESCRIPTION
To
The email address to receive the notification
CC
Optional additional recipients
BCC
Optional blind copy recipients
Subject
The email subject line
Email Template
Custom HTML body for the notification email
Attach PDF
Attach a PDF summary of the submission
Enable User Confirmation
Sends a confirmation to the user who filled out the form
Helpful Tip
User Confirmations initially load your default Admin template. Select the User Confirmation tab to refine the layout and content for a custom, branded respondent experience.
Adding Your Own Template
Select a form to load a base template, then customize the structure to your exact specifications. The integrated live preview allows you to verify your design in real-time, ensuring your data is presented perfectly before going live.
User Confirmation
While disabled by default, you can enable this toggle to automatically send a summary email to your users immediately after they submit a form.
Important Note
The recipient address is automatically mapped to your form's email field. Leave this blank unless your form has multiple email fields — if it does, enter the field name of the specific email you want the confirmation sent to.
Conditional Routing
Use Conditional Routing to send submissions to the right recipient. Define custom rules to trigger specific notifications based on how a user completes your form.
Helpful Tip
If no routing rule matches, the notification falls back to the default admin recipient.
Multi-Rule Configuration
Configure multiple routing rules simultaneously for maximum operational flexibility. Roolify allows you to build complex logic stacks, ensuring that your data distribution scales perfectly with your organizational needs
Attach PDF
You can now include a PDF summary with every form submission. Whether you're alerting your team (Admin) or confirming with a customer (User), simply enable the 'Attach PDF Summary' toggle to send a clean, formatted document of the submission data. Perfect for internal archiving and professional user receipts.
Insert form field
If a form variable is accidentally removed during template customization, you can easily restore it using the 'Insert Form Field' tool. This feature generates a dynamic list of available fields for your selected form, allowing you to copy and paste the correct syntax back into your template editor
Restore Template
Want to start over? Scroll to the bottom of the editor and click 'Restore Default' to revert your template back to its original state.
Form Submissions
View Submissions
Every form submission from your connected Webflow sites is captured and stored in Roolify. To view your submissions, click Form Submissions in the left sidebar. Submissions are filtered to your currently active site. To view submissions from a different site, switch your active site from the dashboard first. Each submission shows:
Exporting Submissions
You can export your submission as a CSV file to use in spreadsheets or other tools.
Helpful Tip
Click the header checkbox to select all submissions for a bulk export.
Delete a Submission
To delete an individual submission:
Helpful Tip
Click the header checkbox to select all submissions for a bulk delete.
Recent Activity
The Activity Log tracks every change made to your rules across all connected sites.
On the dashboard on the bottom left you will see a section for recent activity. The entry shows the following:
1. The name of the rule that was affected
2. The date the action occured
3. The status of the action — Created, Updated, Draft, or Deleted
to see all of your recent activity, navigate to the Recent Activity page. There you can filter the log by time period to narrow down the recent activity
Important Note
Roolify keeps a rolling 60-day history of rule activity. Events older than 60 days are automatically removed.
Profile & Account Usage
Access your account settings by clicking your name in the bottom left corner of the dashboard. There are three tabs: Profile, Plans & Usage, and Site Information.
Profile Tab
Click the edit profile button to change your name or email.
Plans & Usage
The plans and usage tab shows all plan and usage information associated with your account. From here you can:
1. View your current plan information such as start date, next billing date, and next billing amount
2. Update or cancel your subscription
3. Enable Overages to prevent service disruption if you exceed your monthly submission limit. Submissions will continue to process at $10.00 per 1,000 units. Note: Overages are not supported on the Free plan
View submission Usage and reset date
Filter your submission data by site using the dropdown menu. Note: Multi-site filtering is exclusively available for Pro and Agency subscribers.
Site Information
The site information shows a list of all your connected sites on your account
Removing a site
To remove a site, click the 'Remove Site' button. You will be prompted to confirm your choice by entering the site’s name into the verification field. This action is final and will immediately disconnect the site from your Roolify dashboard.
Important Note
Removing a site will disconnect it from Roolify. Your rules, notifications, and submission history for that site will instantly be deleted. We recommend you export any form submissions data that you may want later
Delete Account
To permanently delete your Roolify account, click the profile tab on the Profile & Account Usage page and then scroll to the bottom and click Delete Account. A pop-up modal will open asking you to confirm. Type in your email address associated with your account to confirm.
Important Note
You must cancel any paid subscription before you can delete your account.
