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

Jump to Content

Workflows Reference

Home Workflows Reference

Workflows Reference Help Center Calculations Reference API Reference

Workflows Reference

Help Center Calculations Reference API Reference

Lookup

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

Powered by

Lookup

Click here to learn more about the available actions.

Updated over 1 year ago