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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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109 results found

  1. Integration with GoFormz and UKG

    2 votes

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  2. 2 votes

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  3. Power Automate Integration

    3 votes

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  4. Integration with Viewpoint Vista construction software

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  5. Integration with Housecall Pro

    1 vote

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  6. Ability to Download an image from Acumatica to upload to a Form using Workflow

    2 votes

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  7. I would like to request the ability to add CREATE DATASOURCE from the goformz workflow menu and permit the naming of the new datasource to be able to dynamically retrieve the info from the completd form to add metadata to the new datasource. Will also need to be able to retrieve the unique ID of the newly created datasource to add to base datasource for indexing needs.

    2 votes

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  8. Multiple clients wanting to push/pull data into ACC

    3 votes

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  9. When using at the attachments field, there is no way to download the attachment with the form direct from GoFormz.

    2 votes

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  10. Add Everify API to form

    1 vote

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  11. Integration with Vista Viewpoint

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Integration with BuildOps

    1 vote

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  13. Integration with HCSS HeavyJob

    1 vote

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  14. I would like to have an email triggered by a specific entry that is selected from a drop down menu selection.

    3 votes

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  15. It would be useful to be able to dynamically create a group from form data, so that GoFormz users who are selected from form fields can be automatically put into a group and receive a transferred form together through the Transfer Form step.

    3 votes

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  16. Addition of CreatedDateTime and CompletedDateTime to the Get-Formz API calls. Currently LastUpdateDateTime is included.

    CreatedDateTime, LastUpdatedDateTime and CompletedDateTime are all included in the Report Templates csv exports, they would also be very useful in the API call.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  17. IP whitelisting is a key tool to enhance security for connections between GoFromz and other systems like Azure Blob storage. Occasionally changing IP addresses or additions on the GoFormz side, although likely necessary, makes this more challenging to maintain. If tenant admins could subscribe to receive notifications of changes to the GoFormz server IP list that would help to prevent connection interruptions. Thank you.

    2 votes

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  18. Ability to trigger a workflow based on when a form is saved.

    2 votes

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  19. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    2 votes

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  20. A function to prevent someone from editing the exported PDF file on their own accord after you send them an email with the form PDF attached

    4 votes

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