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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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111 results found

  1. Notification that when an email bounces as part of a workflow. Currently it say that the workflow is complete and doesn't reference the knowledge that it has bounced.

    10 votes

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  2. 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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  3. 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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  4. Ability to schedule a set time delay for a workflow action, such as sending an email.

    7 votes

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  5. Batch editing of Template Events

    4 votes

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  6. 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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  7. The ability to save notes into a datasource so that the old notes, from previous forms, can be pulled into new forms using the same key values. Example: An annual inspection sheet uses a datasource of customers, and the user wants to be able to see notes from previous inspections, from previous years. They also want to be able to remove the previous notes if they no longer apply.

    2 votes

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  8. Add the ability to schedule the workflow once every 2 weeks.

    5 votes

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  9. Have the ability to set the "From" email address and name in a workflow email to the User that completed the form. Make use of some metadata variables such as [USEREMAIL] or [USERNAME]

    2 votes

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  10. Integrate with Hubspot

    4 votes

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  11. The way emails have to be set up in the Template Events is very prone to errors, difficult to edit etc.

    Would like to have the ability to create distribution lists that I can quickly select instead of having to manually type out email addresses.

    3 votes

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  12. The ability to run calculations in the email area of forms especially in workflow emails so that the client can have a more dynamic experience.

    1 vote

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  13. Updating schedule trigger to allow workflow to run during set custom range.

    3 votes

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  14. Integration with Shopify and GoFormz.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  15. WebDAV integration to save completed form as PDF to a remote file share

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  16. 1 vote

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  17. Ability to copy/paste multiple values at once into Column Mapping.

    4 votes

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  18. GoFormz to have an integration with Boomi.

    2 votes

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  19. Ability to test the workflow setup or workflow changes before turning workflow active.

    14 votes

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  20. Attach File Attachment entries to Template Events Email

    1 vote

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