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Workflow, Integrations & Automations

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Workflow, Integrations & Automations

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87 results found

  1. The ability to save notes into a datasource so that the old notes, from previous forms, can be pulled into new forms using the same key values. Example: An annual inspection sheet uses a datasource of customers, and the user wants to be able to see notes from previous inspections, from previous years. They also want to be able to remove the previous notes if they no longer apply.

    2 votes

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

    4 votes

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  3. Have the ability to set the "From" email address and name in a workflow email to the User that completed the form. Make use of some metadata variables such as [USEREMAIL] or [USERNAME]

    2 votes

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  4. The way emails have to be set up in the Template Events is very prone to errors, difficult to edit etc.

    Would like to have the ability to create distribution lists that I can quickly select instead of having to manually type out email addresses.

    3 votes

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  5. 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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  6. Add the ability to schedule the workflow once every 2 weeks.

    4 votes

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  7. Integration with Shopify and GoFormz.

    2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  8. 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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  9. 1 vote

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  10. Integrate with Hubspot

    3 votes

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

    4 votes

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

    2 votes

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  13. Attach File Attachment entries to Template Events Email

    1 vote

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  14. 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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  15. Ability to test the workflow setup or workflow changes before turning workflow active.

    11 votes

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  16. 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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  17. Squarespace integration with GoFormz

    2 votes

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

    6 votes

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    1 comment  ·  API  ·  Admin →
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  19. GoFormz to have an integration with Boomi.

    1 vote

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  20. Add Line Height as a property to the body of emails

    1 vote

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