For AI agents: visit https://workflows.goformz.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.

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Workflows Reference

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Workflows Reference Help Center Calculations Reference API Reference

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Help Center Calculations Reference API Reference

The GoFormz Custom Workflows Reference

Welcome to the GoFormz Custom Workflows Reference. You'll find comprehensive documentation to help you start creating custom workflows as quickly as possible, including reference pages for every available action and trigger. Let's jump right in!

Getting Started

Custom Workflow Introduction
DataSet files
Workflow Conditional Logic

GoFormz

Overview
Form Actions
DataSource Actions
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Salesforce

Trigger: Salesforce Webhook
Actions

Procore

Overview
Trigger: Procore Event
Actions