Want to integrate your favorite business app with GoFormz, or just curious about what integrations we have available? You've come to the right place. In this article, we review all the integration types and touchpoints available in GoFormz, as well as go over many of our pre-built integrations.

Why integrations
How to integrate with GoFormz
Available Integrations
          Cloud Storage Integrations
          System to System Integrations
          Database Integrations

   

WHY INTEGRATIONS

When used to its fullest potential, GoFormz can become the data capture platform for your entire business, melding seamlessly into any business process that has a data collection component. Integrations are what enables this. They allow a constant exchange of data between GoFormz and your other business systems and apps, making sure that collected data gets where it needs to go, while at the same time expediting the data collection process using existing data.

The most common GoFormz integrations accomplish some combination of the following tasks:

  • Data output: Send form data to a third-party app, system or database. This can be raw form data, or completed form PDFs/images.

  • Data input: Receive data from a third-party app, system or database. This data can be used to pre-populate a form, update a GoFormz DataSource, and more.

  • Inbound Triggers: Automatically initiate a GoFormz workflow based on a user action. This can be an action in GoFormz itself (e.g. completing a form triggers the creation of another form) or in a third-party system (e.g. automatically dispatch and pre-populate a form when a new task is created in your system).

  • Outbound Triggers: Automatically initiate an external workflow based on a user action in GoFormz. For instance, you can create and populate a new work order in your app, as soon as a work order form is completed.

  • Scheduled Actions: Automatically initiate GoFormz actions on a set schedule. For instance, you may want to sync a GoFormz DataSource with an external database on a daily basis, or generate and assign a timesheet to all employees at the beginning of each workday.

  • Mobile App Integrations: Add custom functionality to the GoFormz mobile app, such as the ability to call a phone number or map an address entered into a form with a single tap.

Some end-to-end integrations may include all or most of the above.
   

HOW TO INTEGRATE WITH GOFORMZ

There are several different touchpoints within GoFormz that can be used for integrations, allowing you to pick the right one based on what you want to accomplish and the technical expertise at your disposal.

The following are the main methods for integrating with GoFormz:

  • Workflows: Build code-free automations that route form data to other apps, use external data to launch and pre-fill forms, sync GoFormz DataSources with external databases, and much more. These automations can be triggered when a form completes, can run on a set schedule, or can be triggered by external events (e.g. the creation of a new task in a third-party app). 

  • Custom Actions & Deep Links: Deep link to other apps from your forms. These custom links show up when the form is opened within the GoFormz mobile app, and can support a wide range of actions — for example, you can bring up map directions, call a phone number or view a document directly from your form.

  • API: Programmatically access and update form data, launch new forms, manage your users and groups, access and update DataSources, and more. This is the most versatile way to integrate with GoFormz, but also requires the most technical skill (i.e. the ability to code).

  • Webhooks: Use GoFormz actions (e.g. form completion) to trigger an external workflow.

  • Zapier: GoFormz is part of the Zapier integration marketplace. Zapier lets you move information between GoFormz and other apps, enabling virtually endless integration options to other cloud-based apps. We have several pre-made Zapier automations (a.k.a. Zaps) that you can use, or you can build your own in minutes.

   

AVAILABLE INTEGRATIONS

Below is a list of some of the top GoFormz integrations. These solutions let you leverage GoFormz as the data capture platform for all facets of your business.

Note that this is not an exhaustive list. If you don't see your favorite business app here, please contact your GoFormz account representative or support@goformz.com to find out if the integration already exists, or if we can build it for you.
 

* Indicates that the integration is in Beta and will require custom configuration by the GoFormz ProServices team. Contact support@goformz.com for further details.

Cloud Storage Integrations

GoFormz integrates with several cloud storage platforms. These integrations let you upload completed form PDFs and form images to the cloud, dynamically creating a folder structure as you do so. For instance, if your folders are named for your customers, a new folder would automatically get created when a form for a new customer is completed. Some of these integrations also let you upload form data to a spreadsheet, as well as use spreadsheet data to update GoFormz forms and DataSources. The additional actions require setup by the ProServices Team. Contact support@goformz.com for further details.

Cloud storage integrations include:

  • Box: Upload completed form PDFs and form images to your Box account, and optionally tag each form with Box metadata.

  • Egnyte*: Upload completed form PDFs and form images to your Egnyte account.

  • Google Workspace: Upload completed form PDFs and form images to Google Drive, upload form data to a Google Sheet, and use data from Google Sheets to pre-fill your forms or update your DataSources.

  • Dropbox: Upload completed form PDFs and form images to your Dropbox account.

  • OneDrive: Upload completed form PDFs and form images to OneDrive, upload form data to Excel, and use data from Excel spreadsheets to pre-fill your forms or update your DataSources. See here for additional information.

System to System Integrations

GoFormz has several system to system integrations. Instantly pass data between GoFormz and your connected systems and enrich your operation with high-quality data. The below integrations require setup by the ProServices Team. Contact support@goformz.com for further details.

  • Procore: Automatically dispatch forms using Procore webhooks, pre-fill forms with Procore data, attach newly completed form PDFs and images to the appropriate Procore projects, and upload form data to other Procore objects. See here for further details.

  • Salesforce: Dispatch forms directly from Salesforce based on automated triggers, and pre-populate them with Salesforce data as necessary. Update Salesforce objects like Leads and Accounts with form data and attach completed form PDFs to Salesforce objects. See here for more information.

  • Acumatica*: Instantaneously update or create new Acumatica records based on digital form data. Generate and dispatch GoFormz digital forms pre-filled with data from Acumatica records to accelerate form completion and reduce opportunities for error. See here for further details.

  • Smartsheet: Instantly update or add rows of data within any Sheet, and attach completed forms and images to your Sheet rows. Update multiple Sheets with a single form. Automatically dispatch forms based on a Smartsheet event (e.g. when a new row is added) and pre-populate forms with data from a Sheet. See here for more information.

  • QuickBooks Online (QBO)*: Automatically create new QBO objects like Customers and Invoices, or update existing objects based on form data. Attach form PDFs and images to QBO objects. Refresh GoFormz DataSources with QBO data. See here for more information.

  • BIM 360™*: Collect job site data and attach completed form PDFs and images to the appropriate BIM 360™ project records. Initiate new BIM 360™ RFIs and populate them with data from a mobile form. See here for further details.

  • Twilio*: Allow for form links to be sent via SMS or send form data via SMS once completed.

   

Database integrations allow you to store data in a specific database so that it is available across multiple different applications. The below integrations require setup by the ProServices Team. Contact support@goformz.com for further details.

  • SQL Server*: SQL Server workflows can automate the movement of data between GoFormz and each system connected to SQL, establishing a constant current of information throughout your operation. See here for more information.

  • Azure Blob Storage*: Conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your Azure Blob Storage account.


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