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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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106 results found

  1. 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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  2. 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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  3. Expand the Workflow options with updating Datasources, without using professional assistance
    eg:
    if entry doesn't exist then add to data source

    If entry does exist then ( warn user) or ( prevent user from continuing), etc

    7 votes

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  4. 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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  5. Integration with Shopify and GoFormz.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  6. GoFormz to have an integration with Boomi.

    2 votes

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  7. Add Line Height as a property to the body of emails

    1 vote

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

    5 votes

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  10. For those who use Auto Email to receive notifications and a copy of the PDF when a Form is Completed, when you select "User Who Completed Form" and add yourself as a user to be notified when forms are completed, to not be notified twice when you complete a form yourself.

    2 votes

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  11. Add a calendar integration

    12 votes

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  12. Ability to trigger a workflow based on a specific form field response.

    15 votes

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  13. Sage 50 Integration with GoFormz

    1 vote

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  14. Integrate with the MLS to pre-populate the form with real estate information like property address, client's names, emails, phone, attorney's full info, lender full info, the property address on 13 pages of contracts, the tax pin.

    1 vote

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

    4 votes

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  16. Ability to Select All Columns from a Workbook to add to Column mapping without having to manually map them all in.

    2 votes

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

    7 votes

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

    2 votes

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  19. Squarespace integration with GoFormz

    2 votes

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  20. Integrate with Hubspot

    4 votes

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