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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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104 results found

  1. Once a form is completed by the instructor, it moves to the head of training who needs to check the content and then sign it off. As well as a signature and typed in name, a electronic / pdf stamp of sorts can be added.

    4 votes

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  2. A workflow step that allow the merge of pdf attachments with the form pdf in a only one file.

    4 votes

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  3. When creating a form via a workflow, allow tables to be copied to the new form, with the option to select which columns are copied.

    4 votes

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  4. Batch editing of Template Events

    4 votes

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

    4 votes

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  6. Deactivated Users would not be included on activity from Event List.

    4 votes

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  7. I would like to have an email triggered by a specific entry that is selected from a drop down menu selection.

    3 votes

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  8. It can be tedious going one-by-one.

    What if you could upload a CSV into the "Worksheet Column Name Mapping" section with two columns, and the values of the Worksheet Column Name and Customized Column Name in each column?

    3 votes

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  9. Show when the last re-connect was for each connection in Connected Apps

    3 votes

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  10. Would love to have a Trash Bin / archived folder

    3 votes

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  11. I would like to include a hyperlink to the form in a notification. This way, the person receiving the notification doesn't have to sort/hunt for the recently submitted form, then can click straight into the form and take ownership, or close the form and search for other relevant information.

    Right now, including the PDF is helpful, but the PDF format is difficult to read and does not allow access to other areas of the form my new user group is required to complete.

    3 votes

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  12. There needs to be an option for hourly report creation, not just daily. The work around is to have numerous workflows scheduled to be run every hour, but this is really messy. Clogs up the workflow screen. There just needs to be the option to run a workflow hourly. And even better is to be able to run a report hourly between a certain time period (business hours).

    3 votes

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  13. Airtable/GoFormz Integration

    3 votes

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  14. New Trigger that is based on when a Public Form is sent out.

    3 votes

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  15. Integration between Quickbase and GoFormz

    3 votes

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  16. 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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  17. 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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  18. Integrate with Hubspot

    3 votes

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  19. Add ability to upload form images to a SQL Table

    3 votes

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  20. Integration with SAP S/4 HANA

    3 votes

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