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

GoFormz Support

Automate your data processing with GoFormz's Template Events and Workflows.

Automation

With Template Events, GoFormz admins can configure simple automations tied to a specific form template.

Template Events

Set up automatic email notifications at the Template level

GoFormz Template Events provide an easy way to transfer a form to another user automatically based on triggers like form completion.

Automating Form Transfer to Another User

GoFormz Template Events provide a way to associate tags with your Forms automatically, rather than tagging each Form individually.

Auto Tagging Forms

Learn to use Template Variables in Template Events and account-level email notifications.

Template Variables

Automate the email, tagging, and transfer of Forms related to your selected Template.

Use GoFormz’s available automations to process your incoming data with Workflows.

Workflows Overview

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 find and edit existing workflows, create new workflows, and view workflow jobs, in the Workflow Tab.

Workflow Tab: Managing workflows

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

Receive notifications for Workflow failures

Workflow Failure Notification

Frequently Asked Questions involving Workflow & Integrations

Workflows and integrations FAQ

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

Workflow Jobs: Troubleshooting workflows

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

Set circumstances that initiate a Workflow using Workflow Triggers.

Workflow Triggers 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

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

Workflows

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

Utilize a workflow recipe allowing you to automatically Email a Completed Form

Set up an "Email Completed Form" Workflow

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

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

Set up a new BIM 360 connection on the Connected Apps page of the GoFormz web app.

Set Up 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

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

Add a new OneDrive connection

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

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

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

Add a new Box connection

The GoFormz-Box connection enables you to automatically upload form or images to your designated Box account along with metadata.

Box Connection Overview

Set up the Box: Upload File Workflow Recipe by completing these instructions.

Box: Upload File 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

Box integration

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

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

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

Dropbox Connection Overview

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

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

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

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

Google Workspace Connection Overview

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

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

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

OneDrive Connection Overview

Add a new row or update an existing row in your OneDrive based on a key value using a completed Form.

Set up an “Upsert to OneDrive using a completed Form” Workflow recipe

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

OneDrive: Upload File Recipe

OneDrive integration

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

Set up a new Twilio Integration on the Connected Apps page of the GoFormz web app.