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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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104 results found

  1. A single workflow trigger that works across all three events would be super helpful for replicating GoFormz data to a data warehouse. This would enable advanced reporting for draft vs. completed forms, and make workflow management much easier as you wouldn't need separate workflows for Complete vs. Delete like we do now.

    17 votes

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

    15 votes

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

    14 votes

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  4. Ability to create a workflow that pulls site information from Sharepoint to automatically update a DataSource on a daily schedule.

    11 votes

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  5. Add a calendar integration

    10 votes

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  6. 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.

    9 votes

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  7. ServiceNow/GoFormz Integration

    7 votes

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

    6 votes

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  10. Allow public form links to be created via the API.

    6 votes

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    1 comment  ·  API  ·  Admin →
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  11. Ability to bulk select failed workflows to rerun.

    6 votes

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  12. Integration between Monday.com and Goformz

    5 votes

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  13. Ability to route information to one or more people for their approval/rejection. Ability to monitor the status of approval/rejection within the application.

    5 votes

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  14. 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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  15. Add the ability to schedule the workflow once every 2 weeks.

    5 votes

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  16. 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. The ability to transfer a form or forms from one user or group to another user or group through using an API call.

    5 votes

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    Tell us More  ·  1 comment  ·  API  ·  Admin →
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  18. 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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  19. 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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  20. Having the ability to pull the "last login date" of a user in the account. This can currently be done by exporting the csv file now but isn't able to be pulled through the API.

    4 votes

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    2 comments  ·  API  ·  Admin →
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