[eBook] How to Use Basic Workflows

Streamline processes from end to end by automating manual tasks with Workflows

Digital and mobile forms have emerged as critical resources in the modern workplace, revolutionizing everyday tasks and rapidly boosting productivity. Rather than continuously going through repetitive, manual tasks, teams are turning to digital and mobile forms to accelerate and automate busy work – allowing teams to prioritize more business-critical tasks. 

Features like Automated Workflows allow businesses to say goodbye to mundane and time-consuming tasks, such as scanning, faxing, and uploading paper documents to other software platforms. GoFormz offers an intuitive Workflow Library which allows users to easily create and manage Workflows on their own, without the need for technical support. 

This eBook discusses common Workflow use cases with an in-depth description of how to set up those Workflows on your own within your GoFormz account, including:

• Automatically emailing completed forms: Automatically send a customized email with a PDF version of your completed form.

• Upload to Cloud storage: Upload completed Forms to your connected Cloud storage accounts.

• Form to Form Workflow: Once a form is completed, automatically generate another form pre-populated with specific captured form data.

• Form to Upsert in a Spreadsheet: Once a form is completed, add a row or update an existing row in your Google Sheet based on designated key values.

For each of these Workflows, this eBook will explore how the Workflow should be configured, the best practices for using these Workflows, and how these Workflows can help your business.