For AI agents: visit https://workflows.goformz.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Workflows Reference

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Workflows Reference

Help Center Calculations Reference API Reference

Actions

Getting Started

Custom Workflow Introduction
DataSet files
Workflow Conditional Logic

GoFormz

Overview
Form Actions
DataSource Actions
Utility Actions
- Action: Send Email

Salesforce

Trigger: Salesforce Webhook
Actions
- Lookup
- Update Object

Procore

Overview
Trigger: Procore Event
Actions

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Actions

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Updated over 1 year ago

Trigger: Salesforce Webhook