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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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87 results found

  1. 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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  2. 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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  3. Integration between Monday.com and Goformz

    4 votes

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

    1 vote

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  5. Ability to create a workflow that pulls site information from Sharepoint to automatically update a DataSource on a daily schedule.

    10 votes

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  6. 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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  7. Teamplates/Workflows: REFRENCE ONLY text box

    just a general text box within the worklow where you can place notes (metadata) for your refrence only. It doesn't need to do anything or appear anywhere but within the workflow itsself.

    2 votes

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

    3 votes

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  9. 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).

    2 votes

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  10. Offer a Jobs list of run template events similar to the Workflow Jobs list. I would really like there to be a way to check the status and success/fail of template events. This is extremely helpful for troubleshooting purposes. Currently they run silently and there's no way to know if a template event failed.

    2 votes

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  11. Airtable/GoFormz Integration

    2 votes

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  12. Ability to trigger a workflow based on a specific form field response.

    15 votes

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  13. Add a calendar integration

    9 votes

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  14. 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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  15. Integration between Quickbase and GoFormz

    3 votes

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  16. 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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  17. 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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  18. Notification that when an email bounces as part of a workflow. Currently it say that the workflow is complete and doesn't reference the knowledge that it has bounced.

    8 votes

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  19. Batch editing of Template Events

    4 votes

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  20. 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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