Workflows

Workflows Reference

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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!

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Workflows Reference

Getting Started

Introduction: Custom Workflows
Triggers, Actions, Inputs, and Outputs
Common Inputs and Outputs
DataSet files
Conditional Skip Logic

GoFormz

Overview
Trigger: Form Completed
Form Actions
Data Source Actions
Utility Actions
Action: Send Email

Salesforce

Overview
Trigger: Salesforce Webhook
Actions
- Lookup
- Update Object

Procore

Overview
Trigger: Procore Event
Actions

G Suite

Overview
Trigger: G Suite Event
Actions
- Add Rows To Sheet
- Upload File

Box

Overview
Trigger: Box Event
Actions
- Box Upload File

Getting Started

Introduction: Custom Workflows
Triggers, Actions, Inputs, and Outputs
Common Inputs and Outputs
DataSet files
Conditional Skip Logic

GoFormz

Overview
Trigger: Form Completed
Form Actions
Data Source Actions
Utility Actions
Action: Send Email

Salesforce

Overview
Trigger: Salesforce Webhook
Actions
- Lookup
- Update Object

Procore

Overview
Trigger: Procore Event
Actions

G Suite

Overview
Trigger: G Suite Event
Actions
- Add Rows To Sheet
- Upload File

Box

Overview
Trigger: Box Event
Actions
- Box Upload File

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Trigger: G Suite Event

The G Suite section of the Custom Workflow documentation is a stub. We will be filling out these docs in the near future.

Updated 2 years ago

Trigger: G Suite Event

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