Roolify Roolify Docs
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Overview
What is Roolify? Core Features
Getting Started
00 Before You Start 01 Create Account 02 Log In 03 Forgot Password 04 The Dashboard 05 Connect a site 06 Roolify Script 07 Adding Sites 08 Switching Sites 09 Uninstall Roolify
Configuration
Rule Builder Form Fields Sections & DOM Notifications Form Submission Recent Activity Profile & Account
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Quickstart

Build your first rule in under 1 minute

Install the Roolify script on your Webflow site, then build a conditional form rule without writing any code.

What is Roolify?

Roolify adds conditional logic to your Webflow forms without code. What a visitor enters can control which fields show or hide, which become required, which options are disabled and which values fill in automatically, all in real time.

Roolify conditional logic: a form field hides and reveals based on input

Core Features

Automatic Form Detection

Scans your Webflow site and finds every form field for you.

Conditional Logic Builder

A visual IF-THEN builder for complex show and hide logic.

Show & Hide Form Fields

Change field visibility based on input, including custom checkbox values and hidden fields.

Conditional Form Routing

Send submissions to different email addresses or destinations based on your logic.

Auto Respond

Send customized replies based on what the visitor entered.

No-Code Form Builder

Build advanced custom forms without writing code.

00

Before You Start

You only need three things before you begin:

  • A Webflow project where you have publish access
  • A Roolify account (the free plan works)
  • About five minutes

Signing up needs no credit card, and the free plan has no time limit.

01

Create Account

Sign up with your full name, your email and a password of at least 8 characters that includes one letter and one number. New accounts start on the Free plan automatically.

Roolify create account screen
02

Log In & Security

Log in with your email and password. Sessions end automatically after 24 hours, and password reset links expire after 60 minutes.

Roolify log in screen
03

Forgot Password

  1. Click Forgot Password on the login page.
  2. Enter the email address linked to your account.
  3. Click Send Reset Link.
  4. Open the reset email from notifications@roolify.com.
  5. Click the reset link in the email.
  6. Enter and confirm a new password. You will be taken to the dashboard.
Important Note The reset link expires after 60 minutes and can only be used once.
04

The Dashboard

The dashboard is your home base. It shows your total sites, rules, forms and submissions, plus your connected Webflow forms, recent activity and recent form submissions.

Roolify dashboard overview
Helpful Tip After you change forms in Webflow, publish the site, then click Refresh Data at the bottom left of the sidebar.
05

Connect Your First Site

After you sign up, Roolify takes you to the Connect a Site page.

  1. Click Connect to Webflow, log in and select the site Roolify should access.
  2. Click Authorize to return to your dashboard.

Roolify only accesses the sites you choose, and you can revoke access at any time.

Connect your first Webflow site Webflow authorization screen for Roolify

To add more sites later, go to Account Settings → Site Information. The number of sites depends on your plan.

06

Roolify Script

Roolify installs its script on your Webflow site when you connect it. Publish the site once to activate it. After that, Roolify applies script updates automatically.

Roolify script installed under Custom Code in Webflow
Important Note Do not remove the script from Custom Code. Your rules depend on it and stop working without it.

Script status badges

Status What it means
Connected The script is active and published. No action needed.
Needs Repair The script is missing. Reauthenticate your Webflow connection.
Outdated A newer version exists. Rules still work, but you should update the script.
Needs Republish The script is installed but the site has not been published.
Unknown Usually temporary. Refresh the page.
Script status badges

Custom code cleanup

Removing a site from Roolify deletes only the Roolify script block. Your own custom code is untouched. The app may still be listed under Connected Apps in Webflow. Click Uninstall App there to remove it.

07

Adding Multiple Sites

Click the avatar icon at the bottom left of the sidebar and choose the option to connect a site. Select a site from your workspace and click Authorize. Multiple sites need the Pro or Agency plan.

Adding multiple sites to one Roolify account Switching between connected sites in the dashboard
08

Switching Sites

Hover over the profile section at the bottom of the sidebar, click it and select the site you want to make active.

09

Uninstall Roolify from Webflow

In Webflow, go to Site Settings > Apps & Integrations, find Roolify under Connected Apps and click Uninstall App.

  • Roolify detects the disconnection the next time you open the dashboard.
  • Forms, rules, submissions and notification settings for that site are permanently deleted.
Important Note Your Webflow forms keep working normally. Roolify only adds conditional logic and routing on top of them.
Uninstall Roolify from Webflow Connected Apps

Rule Builder

Rules watch one or more form fields and act on what a visitor enters. Create a rule for a form, add conditions and actions, then save it as a draft or publish it.

Condition operators

Operator Use it to check if a field...
Equals matches a value exactly
Contains includes some text
Greater than / Less than is above or below a number
Is empty has no value
Is checked / Is unchecked has a checkbox ticked or not
Before / After is earlier or later than a date

Actions

Action What it does
Show / Hide Reveals or hides a field or section
Require / Make optional Changes whether the field is required
Enable / Disable Turns a field on or off
Set / Clear value Fills in or empties the field

Create a rule

Publish a rule

Important Note Rules saved as drafts do not run on your live site until you publish them.

Edit a rule

Delete a rule

Deleting a rule is permanent and takes effect immediately.

Form Fields

Edit display names and checkbox values, and reorder your fields. You can also hide a field from notification emails.

Checkboxes default to true or false, but Roolify uses the checkbox label as the submitted value unless you set a custom one.

Edit a checkbox value

Change a display name

Rearrange fields

Hide from notifications

Hide from Notifications toggle in the form fields editor
Helpful Tip Renaming a field in Roolify does not rename it in Webflow.

Sections & DOM Elements

To target a group of fields, wrap them in a div in Webflow and add a data-roolify-id attribute with a descriptive value. Publish the site, then click Refresh Data in Roolify.

Custom data-roolify-id attribute in Webflow Selecting sections and DOM elements for rules The visual rule builder in Roolify

Only sections inside the form component appear as targets.

Custom HTML inputs

Custom HTML inputs are detected when a visitor loads the published page, and are registered automatically.

Supported input types
date
number
tel
email
text
checkbox
radio
select
Custom DOM elements detected in the rule builder
Helpful Tip Webflow's file upload input works as a show or hide target, but file upload fields need the Webflow Business plan or above.

Notifications

Send an email on each submission to your team, the submitter, or both. Submissions go to the account owner's email by default when no routing is set.

Setting What it does
To / CC / BCC Who receives the notification
Subject The email subject line
Email Template The body of the email
Attach PDF Adds a PDF summary of the submission
Enable User Confirmation Sends the submitter a confirmation email
Notification settings: To, CC, BCC, Subject and Email Template

Add your own template

Insert form field placeholders into the template, or restore the default template at any time.

Inserting a form field placeholder into an email template Restore to Default button in notification settings

User confirmation

Send User Confirmation toggle
Helpful Tip User Confirmations start from your default Admin template. The recipient maps to your form's email field automatically.

Conditional routing

Send submissions to specific recipients based on your rules, with a fallback to the default admin recipient. You can configure multiple routing rules.

Attach a PDF

Attach PDF toggle in notification settings

Form Submissions

Every submission from the active site is stored in the Form Submissions section, where you can view and manage it.

Viewing and managing form submissions
  • Export submissions to CSV, or use the header checkbox to select all for a bulk export.
  • Delete submissions one at a time or in bulk.
Exporting submissions to CSV Selecting and deleting submissions

Recent Activity

The Activity Log tracks rule changes across all your connected sites. Each entry is marked Created, Updated, Draft or Deleted.

The dashboard shows a summary. The full page lets you filter by time period. Roolify keeps a rolling 60-day history.

Recent activity and change log

Profile & Account Usage

Account settings have three tabs.

Tab What you can do
Profile Edit your name or email
Plans & Usage View plan details, update or cancel your subscription, check submission usage and enable overages ($10.00 per 1,000 units, not available on the Free plan)
Site Information Remove a site by typing its name to confirm. This permanently deletes its rules, notifications and submission history
Updating profile and security settings Managing subscription plans and usage limits

Remove a site

Delete your account

Deleting your account requires confirming your email address.

Confirming account deletion in the danger zone
Important Note You must cancel any paid subscription before you can delete your account.