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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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106 results found

  1. Edit Public Form Send Details via Workflow

    Have ability to adjust/set details for the sent-from person when having a public form link being sent by workflow. Currently it defaults to the profile of whomever set up the workflow

    1 vote

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    0 comments  ·  Workflow Job Logs & Messages  ·  Admin →
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  2. Upload Image Files to SQL

    Add ability to upload form images to a SQL Table

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. Default View Setting when using Salesforce Upload File Command

    For Salesforce files, view settings can be applied for either AllUsers or InternalUsers. Request to add this property as an optional input for Upload File command

    2 votes

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    Tell us More  ·  0 comments  ·  Integrations  ·  Admin →
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  4. Ability to update name of Report in Workflow

    Add an input to the Export Report To CSV Workflow step that allows changing the name of the report.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  5. Integrate with UtilizeCore's Business Automation.

    Integration with UtilizeCore's Business Automation.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  6. API - Use GET for Reports

    Utilize REST API to GET reports.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  7. Workday / GoFormz Integration

    Integration between Workday & GoFormz

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  8. Integration - ShareFile

    Implement ShareFile Integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  9. Date/Time Template Event Fired Environment Variable

    Metadata variable that populates the date/time the template event fires off

    1 vote

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    Tell us More  ·  0 comments  ·  Template Events  ·  Admin →
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  10. Scheduling a DataSource to Download CSV

    Scheduling a DataSource to download a CSV copy of the DataSource

    2 votes

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  11. Environment Variables in Setting Tab

    Add meta data variables to Settings tab for display email, from email, and reply to email such as CURRENT_USERNAME or OWNER

    2 votes

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  12. Integration - Sage 100 Contractor

    Integration with ERP system Sage 100

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  13. Integration with SAP S/4 HANA

    Integration with SAP S/4 HANA

    4 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Fire Webhook Notification on Public Form Submission

    Webhooks currently only fire on form completion. Enabling webhooks for public forms opens up more automation possibilities.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  15. Create a Public Form through API

    Allow public form links to be created via the API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  16. Add & Edit Users using the API

    The ability to add and edit users through using an API call.

    5 votes

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    Tell us More  ·  2 comments  ·  API  ·  Admin →
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  17. Test a Workflow

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

    14 votes

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    Planned on Roadmap  ·  0 comments  ·  Workflow Editor  ·  Admin →
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  18. Workflow Dynamic Metadata

    Workflow inputs will dynamically show options to select based on your connection.

    3 votes

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    Tell us More  ·  0 comments  ·  Workflow Editor  ·  Admin →
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  19. User Status through API

    The ability to enable or disable a user in GoFormz using an API call.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  20. Payment Integration

    Integration that allows you to do 'Point of Sales' transaction in GoFormz.

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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