Workflows & Events

Workflows & Events

Powerful, fully integrated workflow solutions can be triggered manually or automatically based on answers in the form or more...

Workflow Actions

Once your Form is built, you can trigger different Workflow “Actions” automatically or manually using some or all of the information collected in the Form including:

  • Sending an email
  • Sending a PDF (fully customizable)
  • Inserting a Database Record
  • Updating a Database Record
  • Emailing an XML
  • Posting an XML
  • Or utilizing the Integration and API tools
  • Status Set
  • Status Updated

Customize Email Subjects and PDF Report Names

You can customize the naming of both the Email Subject and the PDF Reports generated utilizing any field names from your form such as Date, Customer Name and Location to enable easy search and identification.