❔Catch-up quick
Connect your account to your existing tech stack - or use it as your organization’s secure foundation - to build or enhance your digital data management ecosystem.
Integrations are available to empower both technical and non-technical users.
When you move your data collection from paper to digital, you have the opportunity set up new automated, time-saving processes. Or, you may need to fold the Form data you collect into your existing data management processes. Either way, integrations are your solution.
With integrations, you connect third-party apps to your account to automate manual tasks. With system-to-system integrations, you can automate your most tedious tasks. Tasks you might mix-and-match in your account include. . .
Send Form data - including field values and Form metadata - to cloud storage and databases.
Pull data from third-party apps, systems, or databases into Forms and DataSources.
Schedule actions - like a DataSource update, or a timesheet request or update.
Your GoFormz account acts as a stable foundation on which to build a connection between your incoming Form data and third-party tools. A dynamic suite of integration options provides you with the means to establish actions and relationships based on your real-world needs.
Integration types
To meet you where you’re at, your account offers a variety of integration types.
Some integrations require a specific account tier, and that you contact either your Account Manager or the Pro Services team. This requirement is typical in more complex integrations.
Self-service automations are available for the most common use cases. If you ever need support with your integrations, you’ll always have access to help articles and our in-house support team. The most widely used self-service automations are Workflows.
Workflows
Similar to deep links, webhooks require that you speak with your Account Manager or Pro Services, and that you have some technical experience.
🗒️ Note: Workflows benefit from the same continuously monitored security posture present throughout your account.
While Workflows are largely self-service, some require that you work with a GoFormz rep.
Some examples of how you might use Workflows include. . .
Email PDF copies of completed Forms to your team members or Form Users.
Upsert completed Form data to your existing databases.
Send Forms, Form data, and attachments directly to your cloud storage.
If digitizing your paper documents is the first step in your digital data management journey, the Workflow experience is a great next step. But, if your team has technical experience, you have expanded options.
Webhooks
Webhooks require that you speak with your Account Manager or Pro Services, and that you have some technical experience.
But, where deep links help your Form Users directly, webhooks help you facilitate data exchange based on system events. You might think of deep links as augmenting the “front-end” experience, whereas webhooks augment the “behind-the-scenes” experience.
Webhooks can be either incoming, or outgoing.
Incoming webhooks trigger a Workflow based on an event in a third-party app - like Procore, Salesforce, and Smartsheet.
Outgoing webhooks leverage GoFormz’s OpenAPI to dispatch Forms and Form data
Some ways users leverage webhooks include. . .
Send Form completion data to a custom ERP system.
Trigger notifications in collaboration tools like Slack or Teams via middleware.
Kick-off a Workflow based on an event in a third-party system.
Use webhooks when you need a lightweight, one way transmission. You might also use webhooks if you need to integrate with a currently unavailable third-party system.
API
Like webhooks, APIs transmit data. But, webhooks transmit data based on a trigger, whereas APIs transmit data back and forth between two endpoints.
APIs are the most versatile integration option, but they also require the most technical skill to set up and maintain. You’ll have access to all Form data you collect - this includes signatures, images, and GPS data.
Users with API experience have access to all Form data - including fields and metadata. Common API uses include. . .
Pre-fill Form data based on other system events.
Update your DataSources and external databases.
Collect Form data as people fill out Forms.
Similar to other complex integrations, you’ll need to speak with your Account Manager or Pro Services before you can leverage APIs.
If you want to expand beyond Workflows, but have limited technical experience, explore Zapier.
Zapier
Zapier is an automation building platform which offers integration options with other apps. Unlike the other solutions listed, a Zapier integration is managed in another platform entirely.
GoFormz is part of the Zapier integrations marketplace. Several pre-made Zapier automations - known as “Zaps” - are available for use. You can also create your own Zaps in Zapier.
Before you integrate with Zapier, you’ll need to contact your Account Manager or Pro Services for API access.
While Zapier offers hundreds of potential connections and possibilities, a few of the most popular GoFormz-related actions include. . .
Create custom objects for completed Forms.
Create new Forms based on external actions.
Another option for users who require less technical guidance is Custom Actions.
Custom Actions
Custom Actions require that you have some technical experience.
When you set up deep links within your Forms, you can support a range of external actions - like opening up map directions, or calling a phone number.
You can integrate any app that supports deep linking into your Forms. But, you’ll first need to speak with your Account Manager or Pro Services.
Give your Form Users access to external actions - like opening up a map, or calling a phone number.
Available third-party integrations
Because of the power and value they add, new integrations are added regularly. Some available third-party integrations include. . .
Autodesk Construction Cloud
Azure Blob Storage
Box
Dropbox
Dynamics 365
Egnyte
Google Workspace
Procore
QuickBooks Online
Salesforce
Smartsheet
Snowflake
Twilio
Microsoft SharePoint, SQL Server, and OneDrive
Zapier
. . . and an ever-increasing variety of options. If there’s an integration that’d add value to your experience, let us know.
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