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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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103 results found

  1. 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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  2. 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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  3. 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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  4. Want to have a notification sent to the Admins in the account when workflows are taking longer than 30 minutes. Some of the queued workflows have been taking 4/5 hrs for

    1 vote

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    1 comment  ·  Admin →
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  5. Hi! This seems like a pretty straightforward request. I like to manage every failure that happens on our workflow jobs. Sometimes failures will happen for unforeseen or seemingly random reasons, but if they are not fixed it can result in lost revenue for us. I am sure conventional knowledge would say to just rerun the workflow, but our workflows are pretty complex and 99% of the time are not fixed just by simply rerunning it. Usually I will copy and paste them to an Excel online spreadsheet and tackle them one at a time there. However, with the recent update…

    1 vote

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  6. The ability to control app access on a specific SharePoint site and limit the sites that service account can access through the API, rather than govern it via SharePoint site access.

    Reference: https://devblogs.microsoft.com/microsoft365dev/controlling-app-access-on-specific-sharepoint-site-collections/

    1 vote

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    0 comments  ·  API  ·  Admin →
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  7. A workflow step to get a report from Smartsheets. This would help in cases where companies have data spread across numerous, large sheets. This would also assist the user to bring in a smaller dataset that will fit within the current 10k row limit. Smartsheets does supply a reports API endpoint. https://smartsheet.redoc.ly/tag/reportsObjects

    1 vote

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  8. Ability to customize who Workflow Notifications are sent to per each workflow.

    1 vote

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  9. Workflows - schedudeled reports

    It would be nice to have some options to include in the subject and body of the emails such as
    "Attached is the report for the month of MMMM YYYY" this can pull from the schduling portion of the options.

    1 vote

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  10. The ability to run calculations in the email area of forms especially in workflow emails so that the client can have a more dynamic experience.

    1 vote

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  11. 1 vote

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  12. Attach File Attachment entries to Template Events Email

    1 vote

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  13. WebDAV integration to save completed form as PDF to a remote file share

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  14. Add Line Height as a property to the body of emails

    1 vote

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  15. Sage 50 Integration with GoFormz

    1 vote

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  16. Integrate with the MLS to pre-populate the form with real estate information like property address, client's names, emails, phone, attorney's full info, lender full info, the property address on 13 pages of contracts, the tax pin.

    1 vote

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  17. 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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  18. 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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  19. Integration with UtilizeCore's Business Automation.

    1 vote

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  20. Integration between Workday & GoFormz

    1 vote

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