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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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How can we improve GoFormz integrations, workflows, and data automation?

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8 results found

  1. Include automated activity audit trail to Message Status

    The ability to include an audit trail of where an email was triggered from. For example, within the Message Status tab - if you click on an email it will populate a Message Status box. We should include info on whether that email was triggered from a Template Event (and if so - which Template), in addition to if it was fired from a Workflow (and which Workflow)

    4 votes

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    Tell us More  ·  0 comments  ·  Workflow Management  ·  Admin →
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  2. Duplicate workflow deactivated by default

    When a workflow is duplicated, it is active by default. IMO, tt Should be deactivated.

    1 vote

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    Under Consideration  ·  0 comments  ·  Workflow Management  ·  Admin →
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  3. Workflow Folders: Add a Trash Bin or Archived Folder

    Would love to have a Trash Bin / archived folder

    3 votes

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  4. Ability to Set Workflow Notification emails per Workflow versus setting them for all Workflows.

    Ability to customize who Workflow Notifications are sent to per each workflow.

    1 vote

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  5. Refrence Only (Notes) - Templates/Workflows

    Teamplates/Workflows: REFRENCE ONLY text box

    just a general text box within the worklow where you can place notes (metadata) for your refrence only. It doesn't need to do anything or appear anywhere but within the workflow itsself.

    2 votes

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  6. Workflow - scheduled reports text options

    Workflows - schedudeled reports

    It would be nice to have some options to include in the subject and body of the emails such as
    "Attached is the report for the month of MMMM YYYY" this can pull from the schduling portion of the options.

    1 vote

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  7. Copy workflow attached to a template when this is duplicated.

    Whenever a Template is duplicated, the workflows attached to it could be copied as well, so we don't have to create them again for the new duplicated template. Same thing that happens with the template events.

    5 votes

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  8. Ability to use a single workflow for a Template for both completed and public forms

    Ability to have the option to trigger if a Template is a completed form or a Public Form submitted instead of having to create workflows for each scenario.

    3 votes

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