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Workflow, Integrations & Automations

Workflow, Integrations & Automations Forum! Vote for and comment on existing ideas or enter your own idea below. When entering a new idea please include a brief description and why it is important to you.

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Workflow, Integrations & Automations

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How can we improve GoFormz integrations, workflows, and data automation?

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103 results found

  1. API - Use GET for Reports

    Utilize REST API to GET reports.

    2 votes

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    1 comment  ·  API  ·  Admin →
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  2. Integration with Sage 50

    Sage 50 Integration with GoFormz

    1 vote

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    0 comments  ·  Admin →
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  3. Integrate with the MLS

    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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    0 comments  ·  Integrations  ·  Admin →
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  4. Transfer of Form(s) through API

    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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  5. Edit Public Form Send Details via Workflow

    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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    0 comments  ·  Workflow Job Logs & Messages  ·  Admin →
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  6. Integration with SAP S/4 HANA

    Integration with SAP S/4 HANA

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  7. Fire Webhook Notification on Public Form Submission

    Webhooks currently only fire on form completion. Enabling webhooks for public forms opens up more automation possibilities.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  8. Exclude Deactivated Users from Event List

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

    4 votes

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    Tell us More  ·  0 comments  ·  Template Events  ·  Admin →
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  9. Ability to update name of Report in Workflow

    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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    0 comments  ·  Workflow Editor  ·  Admin →
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  10. Workflow Dynamic Metadata

    Workflow inputs will dynamically show options to select based on your connection.

    3 votes

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    Tell us More  ·  0 comments  ·  Workflow Editor  ·  Admin →
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  11. User Status through API

    The ability to enable or disable a user in GoFormz using an API call.

    3 votes

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    Tell us More  ·  0 comments  ·  API  ·  Admin →
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  12. Custom retry policies per step

    2 votes

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    Tell us More  ·  1 comment  ·  Workflow Job Logs & Messages  ·  Admin →
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  13. Acumatica

    Integration with Acumatica to streamline data capture, processing, and record-keeping in their ERP software.

    3 votes

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    0 comments  ·  Integrations  ·  Admin →
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  14. Integrate with UtilizeCore's Business Automation.

    Integration with UtilizeCore's Business Automation.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  15. Environment Variables in Setting Tab

    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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  16. Integration - Sage 100 Contractor

    Integration with ERP system Sage 100

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  17. Workday / GoFormz Integration

    Integration between Workday & GoFormz

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Integration - ShareFile

    Implement ShareFile Integration

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  19. Payment Integration

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

    2 votes

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  20. Connected Apps Marketplace

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

    2 votes

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