Workflows | GoFormz Help Center

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Workflows

Workflows

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

59 articles

Workflows Overview

App Connections

Workflow Variables overview

Set up and manage Workflow recipes

Workflow Tab: Managing workflows

Required Fields in Workflow

Workflow Conditional Logic

Workflow Failure Notification

Workflows and integrations FAQ

Workflow folders

Workflow Versioning

Workflow Jobs: Troubleshooting workflows

Automatically Deactivated Workflows

GoFormz Actions Overview

Workflow Triggers Overview

Custom Workflows Introduction

Third-party Integrations Overview

Workflow Dashboard overview

GoFormz Workflows

Set up an “Email Completed Form with Additional Attachments” Workflow

Set up an "Email Completed Form" Workflow

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

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

BIM 360 integration

BIM 360 Integration

BIM 360 Connection Overview

Set Up a New BIM 360 Connection

Set Up an "Upload File to BIM 360" Workflow Recipe

Box integration

Box Connection Overview

Add a new Box connection

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

Box: Upload File Recipe

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

Dropbox integration

Dropbox Connection Overview

Add a new Dropbox connection

Dropbox: Upload File Recipe

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

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

Egnyte integration

Egnyte integration overview

Add a new Egnyte connection

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

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

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

Google integrations

Google Workspace Connection Overview

Add a Google Workspace connection

Google Drive: Upload File Recipe

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

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

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

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

Google Cloud Storage

Google BigQuery Integration

OneDrive integration

OneDrive Connection Overview

Add a new OneDrive connection

OneDrive: Upload File Recipe

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

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

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

Twilio integration

Twilio integration overview

Set Up a New Twilio Connection

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