Egnyte integration overview

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

GoFormz Support avatar
Written by GoFormz Support
Updated over a week ago

Egnyte provides enterprise-level content storage and collaboration for your organization's digital documents. With the GoFormz-Egnyte integration you can set up a Workflow to automatically upload your completed Form PDF's to your connected Egnyte account.

Your integration can have multiple connections. You have two options for adding a connection: while setting up your Workflow recipe, or via the Connected Apps page.

If you want to add your connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

Screenshot displaying the location of the “+ Add Connection” option in the Workflow Recipe Builder of the GoFormz web app.

If you want to add a connection without setting up a Workflow recipe, open the More drop-down menu and click Connected Apps. On the Connected Apps page you'll add new connections, and manage your existing connections.

Next, you'll set up your Workflow. Available GoFormz-Egnyte Workflows include:

Upload submitted Public Form to Egnyte

Send Public Forms directly to your connected Egnyte account as soon as they're submitted with the "Upload Submitted Public Form to Egnyte" Workflow. This assures prompt access to submitted Public Forms via Egnyte for any users who need it.

Store completed Forms on your Egnyte account to maintain access to PDF versions of your Forms wherever you have access to Egnyte. With this Workflow recipe, you can trigger delivery based on your required criteria.

Upload a scheduled report to Egnyte

Schedule periodic Template-based reports with GoFormz reports. Because your reports change as you receive Forms, you’ll want to run regular reports to track any changes. With this Workflow recipe, you can automatically upload those reports to Egnyte.

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