Now Available: Create Customizable, No-Code Workflows to Automate Common Tasks

No-Code Workflows are available in all GoFormz subscription tiers

The Workflows feature is now available to all GoFormz users, empowering them to build a Workflow from scratch and customize Workflow Recipes.

What is a Workflow? 

A Workflow is a repeatable automated process. You use Workflows to automate processes like emailing forms and uploading completed forms to connected applications. 

What is a Workflow Recipe? 

Think of a Recipe as a template for your Workflow. A Recipe outlines the series of steps your automation should follow. Each Recipe begins with a Trigger, an event that initiates the workflow. Each subsequent step is a resulting action. 
For example, the task of completing a form can be a Trigger, and then uploading that form to a Box folder can be the resulting action.

What Workflows can I create? 

Workflow Recipes vary based on subscription tier. Please reference the matrix above for a comprehensive list of available Recipes. 

Team edition users can now build their own 'No-Code Workflows' or customize Workflow Recipes. Top Workflows now available to Team users include: 

  • Uploading files to applications like Box, Dropbox, and Google Workspace (and more)

  • Exporting Forms to a PDF

  • Pulling Images from a Form

  • Sending emails

…and more! (view the matrix above for a full list of available automations) 

Top Workflows now available to Advanced edition users include: 

  • Uploading files to applications like OneDrive and BIM 360 

  • Changing a Form's status

  • Upserting rows in third-party spreadsheets and workbooks

  • Creating a Form

  • Creating a Public Form

  • Exporting Reports to CSV

  • Pulling Form File Attachments

  • and more! (view the matrix above for a full list of available automations) 

If you would like to configure a Workflow or app-connection not listed above, please contact our Professional Services team. You can find more information on Workflow Recipes and building your own custom Workflows, in our Help Docs. 

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