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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

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

    2 votes

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  2. Squarespace integration with GoFormz

    2 votes

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  3. 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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  4. Utilize REST API to GET reports.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  5. 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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  6. Integration with ERP system Sage 100

    2 votes

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

    2 votes

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  8. 2 votes

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  9. Redesigned App store to show more details on Connected Apps options.

    2 votes

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  10. Please include an option for the dropdown menu for the time zone to select the name of the time zone (as opposed to continent/city). I just want to be able to pick "USA Central Time" or "USA Eastern Time." In some instances, it can be useful to search for a specific city name, but it would be helpful/faster to also be able to just quickly select a time zone by the name of that time zone.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  11. Multiple clients wanting to push/pull data into ACC

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  12. Addition of CreatedDateTime and CompletedDateTime to the Get-Formz API calls. Currently LastUpdateDateTime is included.

    CreatedDateTime, LastUpdatedDateTime and CompletedDateTime are all included in the Report Templates csv exports, they would also be very useful in the API call.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  13. IP whitelisting is a key tool to enhance security for connections between GoFromz and other systems like Azure Blob storage. Occasionally changing IP addresses or additions on the GoFormz side, although likely necessary, makes this more challenging to maintain. If tenant admins could subscribe to receive notifications of changes to the GoFormz server IP list that would help to prevent connection interruptions. Thank you.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  14. Ability to trigger a workflow based on when a form is saved.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  15. Enable calling an external API from workflows.
    This would allow to integrate better with CRMs and other system

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  16. Workflow Jobs
    It would be nice to re-run jobs based on a filter such as all failedor a date range.

    1 vote

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  17. Workflow Jobs
    It would be nice if there was a column on the Jobs sheet where it displayed the file name or form name for which the job corresponds.

    1 vote

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  18. Bulk Tagging of Forms, based on event or selection.

    1 vote

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  19. If a new workflow is created related to a submitted/completed form have the ability to select a the new workflow to be run that form without having to open and submit the form again.

    1 vote

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  20. I'm looking to have a workflow that emails a PDF to be signed. The template I created has many hidden pages that are only visible depending on the requirements being triggered by the use of the form. I only want the pages that are visible to be emailed as a PDF, but currently all pages, even hidden pages are emailed. It would be great to have an option in the "email pdf' workflow to send only the visible pages.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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