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Workflows Reference

Help Center Calculations Reference API Reference

DataSource Actions

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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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DataSource Actions

These actions let you manipulate GoFormz Data Sources.

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Updated 9 months ago

Utility Actions