Top 3 GoFormz Workflows to Streamline Your Business in 2025
Get ready for 2025 with powerful automation
As we approach the new year, 2025 promises to be a year of streamlined processes and efficient workflows. It's time to leave inefficiencies in 2024 and embrace a bold new chapter in digital transformation strategy.
GoFormz is the leading digital forms and data capture platform that empowers businesses to streamline their workflows, eliminate paperwork, and enhance productivity. With GoFormz, teams can easily create and customize digital forms in a no-code required form builder replicating existing paper documents, ensuring a seamless transition to digital data collection. These forms can be completed on mobile devices, offline, and instantly shared with team members or connected systems. GoFormz also offers powerful automation, advanced reporting, and seamless integrations with popular tools like Salesforce, Acumatica, and Procore, enabling businesses to centralize data and eliminate manual data entry.
Here are three of the top workflows you should consider implementing as you enter into the new year:
Approval Workflows
An approval workflow can be tedious when done entirely manually — requiring physical form delivery, handoffs, and excessive wait times between steps. By digitizing your approval workflows, everything becomes more streamlined, organized, and efficient. With GoFormz, approval workflows can be set up with secure online forms to not only expedite vital approvals but also ensure critical information is captured with timestamps. These workflows can automatically route forms to the appropriate approvers based on predefined criteria, eliminating delays and reducing errors. Additionally, notifications can be triggered to keep all stakeholders informed, ensuring the approval process progresses smoothly and remains fully transparent. Check out how A-C Electric Company leverages automated workflows to take their approval workflows to the next level, even with offline form functionality.
“This system allows us to effortlessly split and route orders to different teams, streamlining data entry and creating a smart, automated system that efficiently directs orders for fulfillment.”
Centralize Data Workflows
What’s often overlooked when capturing data is what happens next. Where does it go? How is it used? That’s where connecting your GoFormz account to your existing software can transform your data collection process. By integrating GoFormz with your systems of choice, you eliminate the need for manual data re-entry, centralize your information, and ensure all records are updated in real-time. Seamlessly connect with platforms like Procore, Salesforce, Box, or OneDrive, and say goodbye to manual updates. Once a form is completed, data can automatically flow into spreadsheets, project folders, and more, keeping your workflows efficient and your team focused on what matters most. Learn how PurAir leverages three different integration workflows to streamline billing, update records, and centralize record-keeping.
“Prior, it could take days before you get around to actually putting information into our accounting system. But with the QuickBooks integration and our automatic pricing in place, everything is automatically uploaded so we’re essentially ready to bill the moment the form is completed.”
Form to Form Workflows
Often, data entered into one form is also needed for another, leading to redundant and time-consuming re-entry. With GoFormz, a Form-to-Form Workflow can be implemented to streamline form completion and eliminate repetitive tasks. These workflows are commonly used to auto-populate data from one form into another, saving time and ensuring consistency. For instance, a field technician completing a work order can automatically generate an invoice for back-office personnel, pre-filled with key details like the customer’s name and contact information from the original work order. This powerful workflow simplifies processes, boosts productivity, and enhances collaboration across teams. To learn more about how this workflow is built out, check out our free guide that walks you through how to set up a form-to-form workflow on your own.
Whether you want to use GoFormz to digitize a collection of safety documents or streamline your internal processes, GoFormz is here to enhance your workflows and streamline your daily operations. To learn more about how GoFormz can benefit your team in 2025, check out our collection of customer stories.
