Digital Forms as a Mobile Front End to Your Systems of Record
Use your digital forms as a familiar, intuitive front end to connected platforms, like Procore, Salesforce, Google Drive, and more
Using standalone mobile forms can help your team work more efficiently and professionally, but integrating your mobile forms with your other business applications produces the most impactful results. Digital forms are the perfect mobile front end to your systems of record – providing users with a familiar, intuitive interface (that looks exactly like their existing paper forms) to input data, and instantly upload it to connect platforms. Using digital forms as a mobile front end to your systems of record enables teams to ‘sanitize’ data. This pre-processing of data is accomplished through digital form features like Automatic Calculations, Dynamic Field Properties (like Required fields), conditional logic, and more – effortlessly improving the accuracy of data routed to your other systems.
Using digital form platforms like GoFormz, mobile form data can be rapidly captured and instantaneously uploaded to integrated systems, like Procore, Salesforce, ServiceMax, Smartsheet, Google Sheets, Quickbooks, and many, many more. These integrations equip your business with a digital filing cabinet, each record complete with form uploads and highly accurate data. Leveraging business logic, this automated process can also:
Create new records, based on input data
Update metadata
Upload form PDFs and attachments (like Images)
These powerful integrations also allow data to be passed back to GoFormz from connected platforms. This means that forms can be pre-populated with data and dispatched to teams in the field, expediting form completion and elevating accuracy.
“It’s flexible and user friendly, especially with mobile devices. A key feature is instantly linking the completed form data to ServiceMax.”
Working together, GoFormz mobile forms and your systems of record can help your team work more efficiently and accurately, resulting in accelerated billing, real-time business agility, and reduced administrative overhead. In other words, using digital forms as a mobile front end to your systems of records significantly benefits your bottomline.
To learn more about integrating your mobile forms with your other critical business apps, contact GoFormz Professional Services, or check out our customer case studies to learn how other businesses leverage integrations to work smarter.
