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

Learn everything you need to know about collaborating with workflows and automated form actions here. 

Workflow & Automation

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

Template Events

Setting Up Automatic Email Notifications - 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

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

Workflows Overview

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

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

Email Completed Form Recipe

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

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

Workflow Folders

Frequently Asked Questions involving Workflow & Integrations

Workflow & Integrations FAQ

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

Workflows

GoFormz.com

Contact GoFormz Support

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