Partners & 3rd Party Integ...

Learn everything you need to know about GoFormz third party integrations and partners here.

53 articles
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Written by GoFormz Support

Alfresco Integration

Automate uploading completed form PDFs to your Alfresco account
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Written by GoFormz Support. Updated over a week ago

Azure Blob Storage Integration

Automate uploading PDFs to the appropriate folders in your Azure Blob Storage account
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Written by GoFormz Support. Updated over a week ago

Google BigQuery Integration

The GoFormz-Google BigQuery Integration allows clients to use Google BigQuery as their "source of truth" for data management.
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Written by GoFormz Support. Updated over a week ago

Dropbox Connection Overview

Streamline your data collection and routing with the GoFormz-Dropbox connection.
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Written by GoFormz Support. Updated over a week ago

Procore Integration

Seamlessly pass data between GoFormz mobile forms and Procore projects.
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Written by GoFormz Support. Updated over a week ago

ServiceM8 Integration

Streamline your Field Service operation's data capture and documentation.
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Written by GoFormz Support. Updated over a week ago

Dropbox: Upload File Recipe

Follow these instructions to set up your Dropbox: Upload File Workflow recipe in the GoFormz web app.
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Written by GoFormz Support. Updated over a week ago

Smartsheet Integration

The GoFormz-Smartsheet Integration enables teams to streamline and automate the collection and management of project data
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Written by GoFormz Support. Updated over a week ago

Add a new Dropbox connection

Add a Dropbox connection to your GoFormz account to take advantage of the available Dropbox Workflows.
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Written by GoFormz Support. Updated over a week ago

Dynamics 365 Integration

Effortlessly streamline data capture, processing, and record-keeping
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Written by GoFormz Support. Updated over a week ago

BIM 360 Connection Overview

Streamline your data collection and routing with the GoFormz-BIM 360 connection.
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Written by GoFormz Support. Updated over a week ago

SQL Server Integration

The GoFormz-SQL Server integration allows your operation to leverage SQL as your “source of truth” for data management.
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Written by GoFormz Support. Updated over a week ago

BIM 360: Upload File Recipe

Follow these instructions to set up your Upload File Workflow Recipe for BIM 360.
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Written by GoFormz Support. Updated over a week ago

Salesforce Integration

Effortlessly streamline data capture, processing, and record-keeping
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Written by GoFormz Support. Updated over a week ago

Set Up a New BIM 360 Connection

Set up a new BIM 360 connection on the Connected Apps page of the GoFormz web app.
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Written by GoFormz Support. Updated over a week ago

Third-party Integrations Overview

Click here to review all of the GoFormz integration types and touchpoints available, as well as go over many of our pre-built integrations.
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Written by GoFormz Support. Updated over a week ago

Snowflake Integration

The GoFormz-Snowflake Integration allows clients to use Snowflake as their "source of truth" for data management.
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Written by GoFormz Support. Updated over a week ago

Set up an "Upload a file to Egnyte" Workflow recipe

Upload PDF versions of your completed Forms to Egnyte automatically with the "Upload a File to Egnyte" Workflow recipe.
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Written by GoFormz Support. Updated over a week ago

App Connections

An app connection allows GoFormz to communicate with the third-party app. Learn more about leveraging app connections here.
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Written by GoFormz Support. Updated over a week ago

Add a new Egnyte connection

Add an Egnyte connection to your GoFormz account to take advantage of the available Egnyte Workflows.
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Written by GoFormz Support. Updated over a week ago

BIM 360 Integration

The integration automates the process of uploading your completed form PDFs to the appropriate folders in your BIM 360 account.
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Written by GoFormz Support. Updated over a week ago

Google Cloud Storage

The GoFormz-Google Cloud Storage integration automates the process of uploading completed form PDFs to corresponding cloud storage folders.
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Written by GoFormz Support. Updated over a week ago

SharePoint Integration

The GoFormz-SharePoint integration automates the process of uploading completed form PDFs to corresponding SharePoint folders.
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Written by GoFormz Support. Updated this week

Custom Actions and Deep Links

Custom Actions let you add new options to your form template’s actions menu.
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Written by GoFormz Support. Updated over a week ago

Zapier Integration

With Zapier you can move data between GoFormz and the other tools you use in your daily work, like Salesforce, QuickBooks, and more.
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Written by GoFormz Support. Updated over a week ago

Google Workspace Connection Overview

Simplify record-keeping and improve form accessibility. Our Google Workspace integration includes Google Drive & Google Sheets
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Written by GoFormz Support. Updated over a week ago

Google Drive: Upload File Recipe

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Written by GoFormz Support. Updated over a week ago

Add a Google Workspace connection

Add a Google Workspace connection to your GoFormz account to take advantage of the available Google Workspace Workflows.
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Written by GoFormz Support. Updated over a week ago

OneDrive: Upload File Recipe

Complete these steps to set up your OneDrive: Upload File Workflow recipe.
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Written by GoFormz Support. Updated over a week ago

Add a new OneDrive connection

Add a OneDrive connection to your GoFormz account to take advantage of the available OneDrive Workflows.
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Written by GoFormz Support. Updated over a week ago

OneDrive Connection Overview

Streamline your data collection and routing with the GoFormz-OneDrive connection.
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Written by GoFormz Support. Updated over a week ago

Twilio Integration Overview

Share form links or send form data via SMS with the GoFormz-Twilio connection.
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Written by GoFormz Support. Updated over a week ago

Box: Upload File Recipe

Set up the Box: Upload File Workflow Recipe by completing these instructions.
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Written by GoFormz Support. Updated over a week ago

Egnyte integration overview

Automate the uploading of your Form PDF's to your connected Egnyte account with the GoFormz-Egnyte integration.
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Written by GoFormz Support. Updated over a week ago

Box Connection Overview

The GoFormz-Box connection enables you to automatically upload form or images to your designated Box account along with metadata.
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Written by GoFormz Support. Updated over a week ago

Add a new Box connection

Add a GoFormz-Box connection to take advantage of the available Box Workflow recipes.
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Written by GoFormz Support. Updated over a week ago

Set Up a New Twilio Connection

Set up a new Twilio Integration on the Connected Apps page of the GoFormz web app.
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Written by GoFormz Support. Updated over a week ago

Set up a “Send an email when a transferred Form is received” Workflow

Trigger an email to send each time a Form is transferred with the “Send an email when a transferred Form is received” Workflow.
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Written by GoFormz Support. Updated over a week ago

Set Up an “Upsert to Google Sheet using a completed Form” Workflow Recipe

Set up a Workflow to upsert rows to a sheet in your Google Workspace when your Users complete a Form.
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Written by GoFormz Support. Updated over a week ago

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

Add a new row or update an existing row in your OneDrive based on a key value using a completed Form.
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Written by GoFormz Support. Updated over a week ago

Set up an “Add Form Data to Your Google Sheet” Workflow recipe

Add Form data as a new row at the end of your existing Google Sheet.
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Written by GoFormz Support. Updated over a week ago

Set up a “Send a text message using your Twilio account” Workflow recipe

Send a text message based on your completed Form with the Twilio Workflow.
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Written by GoFormz Support. Updated over a week ago

Set up an “Upload submitted Public Form to Egnyte” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Egnyte account.
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Written by GoFormz Support. Updated over a week ago

Set up an “Upload submitted Public Form to Box” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Box account.
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Written by GoFormz Support. Updated over a week ago

Set up an “Upload submitted Public Form to OneDrive” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected OneDrive account.
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Written by GoFormz Support. Updated over a week ago

Set up an “Upload submitted Public Form to Dropbox” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Dropbox account.
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Written by GoFormz Support. Updated over a week ago

Set up an “Upload submitted Public Form to Google Drive” Workflow recipe

Set up a Workflow recipe to automatically upload a Public Form submission to your connected Google Drive.
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Written by GoFormz Support. Updated over a week ago

Set up a "Send an email with a PDF copy of a submitted Public Form" Workflow recipe

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.
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Written by GoFormz Support. Updated over a week ago

Set up an "Upload a Scheduled Report to Egnyte" Workflow recipe

Upload a scheduled report with customized criteria to your connected Egnyte account.
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Written by GoFormz Support. Updated over a week ago

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

Set up a Workflow recipe to automatically upload a scheduled report to your connected Google Drive.
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Written by GoFormz Support. Updated over a week ago

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

Upload a scheduled report with customized criteria to your connected Dropbox account.
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Written by GoFormz Support. Updated over a week ago

Set up an "Upload a Schedule Report to OneDrive" Workflow recipe

Upload a scheduled report with customized criteria to your connected OneDrive account.
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Written by GoFormz Support. Updated over a week ago

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

Upload a scheduled report with customized criteria to your connected Box account.
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Written by GoFormz Support. Updated over a week ago