WORKFLOW

Seamlessly combine forms, emails, approvals, e-signatures, and notifications into one automated data collection solution with just a few clicks. Create powerful, repeatable processes with intuitive drag-and-drop responsive features.

Easily integrate external tools and systems into your workflow to synchronize processes and eliminate data gaps. Conditionally trigger data flow to Salesforce, Microsoft, Google, or payment solutions, based on user selections. Improve efficiency and accuracy by connecting processes across your tech stack.

Instantly put your workflows into action by sharing a link through email, SMS, or embedding it on your website. Intuitive design and rapidly responsive interface let you change settings on the fly. Easily build processes using the template library or cloning feature.

Set and automate time-sensitive notifications, ensuring every team member receives the right information at the right moment. Request approvals, collect comments, upload attachments, and give your team visibility across complex processes.

Automatically populate form fields with existing data, saving users time, reducing errors, and improving data quality.

Set up steps that offer conditional pathways depending on the choices selected.

Gain insights into how users interact with your forms, so you can make changes on the fly for better results.

Define who can edit your forms, access your data, and update your account with granular permissions plus best-in-class encryption.

Choose from a variety of themes or templates that allow you to save time and streamline form building. Use as they are or as a starting point for additional customization.

Choose from a variety of integrations to Salesforce CRM, payment gateways, and productivity integrations that seamlessly connect the data across work processes.