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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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59 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. Add a calendar integration

    10 votes

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  3. ServiceNow/GoFormz Integration

    7 votes

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

    6 votes

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

    6 votes

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    1 comment  ·  API  ·  Admin →
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  7. Integration between Monday.com and Goformz

    5 votes

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  8. 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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  9. 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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  10. Add the ability to schedule the workflow once every 2 weeks.

    5 votes

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  11. 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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  12. 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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  13. 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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  14. 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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  15. Batch editing of Template Events

    4 votes

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

    4 votes

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

    4 votes

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

    3 votes

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  19. 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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  20. Airtable/GoFormz Integration

    3 votes

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