GoFormz

Learn to automate form tasks and configure workflows to streamline data collection, form routing, record-keeping, and more.

Automation In GoFormz

Explore our FAQs for answers to the most common automation questions from GoFormz users.

Automation FAQ

Automate your manual processes to save time and increase accuracy and efficiency.

Automation

Automate your data management processes with Workflows.

Workflows overview

Review the details of the Workflows tab, and learn to navigate and manage your Workflows with confidence.

Workflows tab navigation

An app connection allows GoFormz to communicate with the third-party app. Learn more about leveraging app connections here.

App Connections

Incorporate incoming Form data into your business processes upon receipt with Workflow Variables.

Workflow Variables overview

Automate data processing when you create and modify Workflow recipes.

Set up and manage Workflow recipes

Learn to view and troubleshoot workflow jobs, and view which workflow jobs triggered when.

Workflow Jobs: Troubleshooting workflows

Explore an overview of your account’s Workflow activity on your Workflow Dashboard.

Workflow Dashboard overview

Learn how to resolve potential failures occurring during your "Create Public Form" Workflow step.

Troubleshooting: Why did my Workflow fail at its Create Public Form step?

How required fields work in the Workflow tool.

Required Fields in Workflow

Workflow conditions allow you to skip certain steps in a workflow or terminate the workflow if conditions are met.

Workflow Conditional Logic

Determine how you'll receive notifications about errors and failures with your Workflows.

Workflow error notifications

Create and manage Workflow folders to effectively maintain your organization’s Workflows.

Workflow folders

Learn what Workflow Versioning is and how versions of your workflow are saved

Workflow Versioning

Learn details around when Workflows are automatically deactivated.

Automatically Deactivated Workflows

Actions that let you manipulate GoFormz forms without use of any third-party APIs.

GoFormz Actions Overview

Process your incoming data in a way that best suits you.

Custom Workflows Introduction

Click here to review all of the GoFormz integration types and touchpoints available, as well as go over many of our pre-built integrations.

Third-party Integrations Overview

Frequently Asked Questions involving Workflow & Integrations

Workflows and integrations FAQ

Explore the available integrations and their corresponding Workflows to automate your manual data processing.

Workflows

Kickstart your automations whenever somebody completes a Form with the Form Completed trigger.

"Form Completed" trigger details

Kick-off your Workflow whenever a Public Form is submitted.

“Public Form submitted” Workflow trigger details

Include a “Receives a transferred Form" trigger to kick-off your Workflow based on when Forms are transferred to specific users.

“Receives a transferred Form” Workflow trigger details

Schedule daily, weekly, or monthly to track changes in Template data when you start your Workflows with the Schedule trigger.

"Schedule" Workflow trigger details

Keep your data management systems synced with information about your Forms when you set up Workflows with a Form Deleted trigger.

“Form deleted” Workflow trigger details

Collect and dispatch images from your collected Forms when you include a Get Form Images step in your Workflow.

"Get Form Images" Workflow action details

"Send Email" Workflow action details

"Export Report to CSV" Workflow action details

"Create Form" Workflow action details

"Create Public Form" Workflow action details

"Change Form Status" Workflow action details

"Get Form File Attachment(s)" Workflow action details

"Export Form to PDF" Workflow action details

Set up this Workflow to automatically email a PDF version of your completed Form with additional attachments.

Set up an “Email Completed Form with Additional Attachments” Workflow

Email a PDF copy of your Forms as they’re completed with the “Email Completed Form” Workflow recipe.

Set up an "Email Completed Form" Workflow recipe

Trigger an email to send each time a Form is transferred with the “Send an email when a transferred Form is received” Workflow.

Set up a “Send an email when a transferred Form is received” Workflow

Send a PDF copy of your submitted Public Forms with the "Send an email with a PDF copy of a submitted Public Form" Workflow recipe.

Set up a "Send an email with a PDF copy of a submitted Public Form" Workflow

The GoFormz scheduling engine lets you schedule a report to run periodically. Learn more about scheduling reports here.

Set up an "Email Scheduled Report" Workflow recipe

Learn how you can manage your data using GoFormz-based Workflow recipes and actions.

GoFormz Workflows

The integration automates the process of uploading your completed form PDFs to the appropriate folders in your BIM 360 account.

BIM 360 Integration

Streamline your data collection and routing with the GoFormz-BIM 360 connection.

BIM 360 Connection Overview

Create a new BIM 360 connection on the GoFormz web app.

Add a new BIM 360 connection

Follow these instructions to set up your Upload File Workflow Recipe for BIM 360.

Set Up an "Upload File to BIM 360" Workflow Recipe

BIM 360 integration

Facilitate collaboration using your completed Forms when you leverage the GoFormz-Box integration.

Box integration overview

Add a GoFormz-Box connection to take advantage of the available Box Workflow recipes.

Add a new Box connection

Upload a scheduled report with customized criteria to your connected Box account.

Set up an “Upload a Scheduled Report to Box” Workflow recipe

Leverage your Box connection to upload Form PDFs directly to your Box account upon receipt with the "Box File Upload" Workflow recipe.

Set up a "Box File Upload" Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Box account.

Set up an “Upload submitted Public Form to Box” Workflow recipe

Learn about the details you'll configure when setting up your Box "Add Custom Metadata" action.

Box "Add Custom Metadata” action overview

Mapping Form fields to a file in your Box account by using metadata templates.

Box "Add Template Metadata" action overview

Upload Template metadata and PDF versions of completed Forms to your connected Box account with this recipe.

Set up a “Box File and Template Metadata Upload” Workflow recipe

Box integration

Streamline your data collection and routing with the GoFormz-Dropbox connection.

Dropbox Connection Overview

Add a Dropbox connection to your GoFormz account to take advantage of the available Dropbox Workflows.

Add a new Dropbox connection

Follow these instructions to set up your Dropbox: Upload File Workflow recipe in the GoFormz web app.

Dropbox: Upload File Recipe

Upload a scheduled report with customized criteria to your connected Dropbox account.

Set up an “Upload a Scheduled Report to Dropbox” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Dropbox account.

Set up an “Upload submitted Public Form to Dropbox” Workflow recipe

Dropbox integration

Automate the uploading of your Form PDF's to your connected Egnyte account with the GoFormz-Egnyte integration.

Egnyte integration overview

Add an Egnyte connection to your GoFormz account to take advantage of the available Egnyte Workflows.

Add a new Egnyte connection

Upload a scheduled report with customized criteria to your connected Egnyte account.

Set up an "Upload a Scheduled Report to Egnyte" Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Egnyte account.

Set up an “Upload submitted Public Form to Egnyte” Workflow recipe

Upload PDF versions of your completed Forms to Egnyte automatically with the "Upload a File to Egnyte" Workflow recipe.

Set up an "Upload a file to Egnyte" Workflow recipe

Egnyte integration

Simplify record-keeping and improve form accessibility. Our Google Workspace integration includes Google Drive & Google Sheets

Google Workspace Connection Overview

Add a Google Workspace connection to your GoFormz account to take advantage of the available Google Workspace Workflows.

Add a Google Workspace connection

Google Drive: Upload File Recipe

Add Form data as a new row at the end of your existing Google Sheet.

Set up an “Add Form Data to Your Google Sheet” Workflow recipe

Set up a Workflow recipe to automatically upload a scheduled report to your connected Google Drive.

Set up an “Upload a Scheduled Report to Google Drive” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Google Drive.

Set up an “Upload submitted Public Form to Google Drive” Workflow recipe

Set up a Workflow to upsert rows to a sheet in your Google Workspace when your Users complete a Form.

Set Up an “Upsert to Google Sheet using a completed Form” Workflow recipe

The GoFormz-Google Cloud Storage integration automates the process of uploading completed form PDFs to corresponding cloud storage folders.

Google Cloud Storage

The GoFormz-Google BigQuery Integration allows clients to use Google BigQuery as their "source of truth" for data management.

Google BigQuery Integration

Google integrations

Streamline your data collection and routing with the GoFormz-OneDrive connection.

OneDrive integration overview

Add a OneDrive connection to your GoFormz account to take advantage of the available Microsoft OneDrive Workflows.

Add a new Microsoft OneDrive connection

Learn about the "Affix Row to Excel Table" Workflow action.

OneDrive "Affix Row to Excel Table” action overview

Complete these steps to set up your OneDrive: Upload File Workflow recipe.

OneDrive: Upload File Recipe

Upload a scheduled report with customized criteria to your connected OneDrive account.

Set up an "Upload a Scheduled Report to OneDrive" Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected OneDrive account.

Set up an “Upload submitted Public Form to OneDrive” Workflow recipe

Automatically add a new row to your OneDrive worksheet based on your completed Form with the "Affix Form Data to OneDrive" recipe.

Set up an “Affix Form Data to OneDrive” Workflow recipe

Microsoft OneDrive integration

The GoFormz-SharePoint connection automates the process of dispatching Form data and PDFs to your SharePoint account.

Microsoft SharePoint integration overview

Set up a Workflow recipe to automatically upload your submitted Public Forms to your connected SharePoint account.

Set up your “Upload submitted Public Form to SharePoint” Workflow recipe

Add an "Upload to SharePoint" action to your Workflows to collect files, images, and Form PDFs from your user-submitted Forms.

“Upload to SharePoint” action overview

Review information about how to set up the details of your "Upsert Row in Excel Table" Workflow action.

“Upsert Row in Excel Table” SharePoint action overview article

Set up a Workflow recipe to automatically upload your completed Forms to your connected SharePoint account.

Set up your “SharePoint Upload File” Workflow recipe

Add a row or update an existing row in your Excel table based on a key value.

Set up your “Upsert to SharePoint Using a Completed Form” Workflow recipe

Microsoft SharePoint integration

Use the GoFormz-Smartsheet integration to centralize project data collection and management, and to help process accurate data.

Smartsheet integration overview

Connect your existing Smartsheet account to your GoFormz account to take advantage of the available automations.

Add a new Smartsheet connection

Add your Form data as a new row at the end of your Smartsheet sheet as you receive it with the Smartsheet "Add Row to Sheet" action.

Smartsheet "Add Row to Sheet” action overview

Send your Form data to Smartsheet and add it as a new row - or use it to update an existing row - with the "Upsert Row to Sheet" action.

Smartsheet "Upsert Row to Sheet” action overview

Deliver a PDF version of your completed Form and Form images to your Smartsheet row with the "Upload Attachment to Row" Smartsheet action.

Smartsheet "Upload Attachment to Row" action overview

Transmit Form data to your connected Smartsheet sheet with the "Add Form Data to your Smartsheet" Workflow recipe.

Set up your “Add Form Data to Your Smartsheet” Workflow recipe

With this recipe, you can add transmitted Form data to your connected Smartsheet - along with the Form PDF.

Set up your “Add Form Data and Upload Form to Smartsheet” Workflow recipe

Update or add rows in your Smartsheet sheet using data from your completed Forms.

Set up an “Upsert to Smartsheet Using a Completed Form” Workflow recipe

Update or add rows to your Smartsheet sheet using data from completed Forms.

Set up an “Upsert Form Data and Upload Form to Smartsheet” Workflow recipe

Smartsheet integration

Share form links or send form data via SMS with the GoFormz-Twilio connection.

Twilio integration overview

Add a Twilio connection to your GoFormz account on the GoFormz web app.

Add a new Twilio connection

Send a text message based on your completed Form with the Twilio Workflow.

Set up a “Send a text message using your Twilio account” Workflow recipe

Twilio integration

Update Quickbook objects, move Form data to QBO records, and keep DataSources up to date with the GoFormz-Quickbook connection.

Add a new Quickbooks connection

Quickbooks Online

Set up a GoFormz-Procore integration to automatically move data between your digital documents and Procore projects.