integration_instructions Workflow Integration
Connect forms seamlessly with business workflows for phase-specific data collection. Create forms that are contextual to your processes, ensuring the right information is captured at the right time.
lightbulb What It Does
Think of it like having intelligent data collection points throughout your business processes. Instead of forms existing in isolation, they become integral parts of your workflows - appearing at exactly the right moment to capture exactly the information needed for that stage of your process.
Phase-Specific Data Collection
Different forms for different workflow stages - collect only relevant information at each step.
Cross-Phase Data Sharing
Information from earlier phases automatically appears in later forms, reducing duplicate data entry.
Mandatory Data Gates
Require specific information to be completed before work can progress to the next workflow stage.
Process Automation
Form submissions trigger automatic workflow progressions, notifications, and business rule execution.
architecture How Forms Connect to Workflows
hub Workflow-Form Integration Architecture
Phase-Specific Forms
Each workflow phase can have its own custom form, collecting only the information relevant to that stage of the process.
Data Continuity
Information flows seamlessly between phases, with earlier form data automatically available in subsequent stages.
Automatic Triggers
Form submissions trigger workflow progressions, notifications, and business rule execution without manual intervention.
layers Phase-Specific Form Examples
trending_up Sales Pipeline Workflow
Different forms collect different information as leads progress through the sales process.
- • Company information and contact details
- • Budget range and timeline
- • Initial requirements and pain points
- • Detailed requirements analysis
- • Current system and process evaluation
- • Success criteria and KPIs
- • Proposal feedback and questions
- • Pricing discussions and negotiations
- • Decision timeline and next steps
- • Legal requirements and compliance
- • Implementation timeline and resources
- • Success metrics and project scope
people HR Onboarding Workflow
Progressive data collection through the employee onboarding process.
- • Basic personal and contact details
- • Emergency contacts and relationships
- • Address and communication preferences
- • Legal documentation and compliance
- • Tax forms and benefit enrollments
- • Background check authorization
- • IT equipment and software needs
- • System access permissions and roles
- • Security training completion
- • Training program completion
- • Manager check-in and feedback
- • 30-day review and goal setting
device_hub Data Flow & Cross-References
search LOOKUP Fields
Access data from other workflow phases or external sources using dynamic lookup fields.
Example: Customer Service Workflow
Support Ticket Form can lookup:
- • Customer details from CRM phase
- • Previous ticket history and resolution
- • Account status and subscription info
- • Product purchase and warranty data
Benefits:
- • Eliminates duplicate data entry
- • Ensures data consistency across phases
- • Provides complete context to users
- • Enables better decision making
functions Formula Integration
Calculated fields that use data from current and previous workflow phases for automatic computations.
Example: Expense Approval Workflow
Manager Review Form includes:
- • Total = Expense Amount + Tax + Fees
- • Days Late = Today - Submission Date
- • Budget Impact = Total / Department Budget
- • Required Approver = IF(Total > $5000, "Director", "Manager")
Capabilities:
- • Mathematical calculations
- • Conditional logic expressions
- • Date and time calculations
- • Cross-phase data references
auto_awesome Process Automation & Triggers
play_circle Automatic Workflow Progression
Form submissions automatically trigger workflow advancement and business rule execution.
Automated Actions:
- • Move workflow to next phase
- • Assign work to team members
- • Send notifications and alerts
- • Execute business rules and validations
- • Update system records and databases
notifications Smart Notifications
Form submissions trigger targeted notifications to relevant team members and stakeholders.
Smart Routing:
- • Role-based notification targeting
- • Conditional notification rules
- • Escalation and reminder scheduling
- • Multi-channel communication
library_books Template Integration
rocket_launch Pre-Built Workflow Templates
100+ workflow templates come with forms already integrated and configured for immediate use.
Template Benefits:
- • Instant deployment with forms included
- • Industry best practices built-in
- • Customizable for specific needs
- • Proven workflow patterns
tune Custom Template Creation
Convert your successful custom workflows into reusable templates for organization-wide deployment.
Template Creation Process:
- 1. Perfect your custom workflow with forms
- 2. Test and refine the process
- 3. Save as organizational template
- 4. Deploy across teams and departments
- 5. Maintain and update as needed
Sharing Benefits:
- • Scale successful processes organization-wide
- • Maintain consistency across departments
- • Reduce setup time for new teams
- • Capture institutional knowledge
star Why Workflow Integration Matters
Contextual Data Collection
Collect only relevant information at each workflow stage, reducing form complexity and improving data quality.
Seamless Process Flow
Eliminate manual handoffs and delays - forms automatically trigger the next workflow steps and notifications.
Reduced Duplicate Entry
Information from earlier phases automatically populates later forms, saving time and reducing errors.
Process Compliance
Ensure required information is captured before work can progress, maintaining quality and compliance standards.