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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

  1. GoFormz to have an integration with Boomi.

    2 votes

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  2. 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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  3. 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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  4. Squarespace integration with GoFormz

    2 votes

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  5. 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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  6. Utilize REST API to GET reports.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  7. Implement ShareFile Integration

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. Scheduling a DataSource to download a CSV copy of the DataSource

    2 votes

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  9. 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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  10. Integration with ERP system Sage 100

    2 votes

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

    2 votes

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  12. 2 votes

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

    2 votes

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  14. I want to have an "Add Row" Workflow Step for Sharepoint.

    1 vote

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  15. In Account Management, Webhooks.

    The UI for managing and creating your webhooks is not user-friendly. It currently only displays the URL, Event, Entity ID, and the Last Update.

    At a quick glance, this is not sufficient to identify and manage your webhooks and could really use a field that displays the actual Template Name.

    In order to find the Template associated with the Webhook, I need to open each row individually. This poses a significant challenge if you have lots of different webhooks.

    I propose adding more fields such as a Webhook ID Number, Template Name, and even a Description…

    1 vote

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  16. The most critical missing feature in the GoFormz API is the ability to create templates programmatically. Currently, the API only supports read operations on existing templates, which creates a significant gap for teams building tight integrations.

    Our Use Case:
    We are building an integration between our platform (Darcy Solutions) and GoFormz to support field installation workflows for water wells. On our side, we maintain well design templates that define the structure and parameters of each well type. When a well is approved for installation, we generate a GoForm from the appropriate template so field personnel can capture installation data.

    The…

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Currently GoFormz is writting data to dropdown columns in smartsheets as 'custom' options, instead of the pre-filled options in the dropdown column. Even when inputting data that exactly matches a dropdown option, GoFormz is writing the data as custom options. When speaking to Romie about the issue he let me know that it is currently a limitation with JSON.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. In the Google Drive/Box upload step, there is an output of the URL where the form is being uploaded. I would like to have this step included in other drive integrations to allow us to send that link in an email step to allow users to upload files to the drive folder.

    1 vote

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  19. Want to be able to select in the workflow step if you are exporting the PDF view or if you are exporting the list view.

    1 vote

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    0 comments  ·  Workflow Editor  ·  Admin →
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  20. Ability to add markers to the Google Map used in the Location field in From View

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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