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.

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

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

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

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

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

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

How required fields work in the Workflow tool.

Workflow conditions allow you to skip certain steps in a workflow or terminate the workflow if conditions are met.

Receive notifications for Workflow failures

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

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

Frequently Asked Questions involving Workflow & Integrations

Learn what Workflow Versioning is and how versions of your workflow are saved

Automate data processing when you create and modify Workflow recipes.

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

Automate your Form data as soon as you receive it with Workflow variables.

Learn details around when Workflows are automatically deactivated.

Actions that let you manipulate GoFormz forms without use of any third-party APIs.