Automation FAQ

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

Updated over a week ago

Q: Can I include specific data from a form when sharing with others?

A: Yes, using Template Events you can configure GoFormz so that data entered in the form can be used when an auto email is sent.

For example, you can create a trigger to automatically email your customer once a form is completed.  In the body of the email you could include specific data from the completed form such as the customer's first name, a detail of services performed, the amount charged, etc.  

Note: Links cannot be included in any email or text messages dispatched from your GoFormz account. This includes any alphanumeric content that resembles a link (ex. abc123.abc).

If you happen to capture an email address on the form you’ve completed, GoFormz can dynamically use that information for instructions about where the email should be sent.

Q: Can I notify a user when a form has been transferred to them?

A: Yes, using Template Events you can configure an event that will send an email when a form has been transferred to them.

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