Configure form workflows to send data anywhere, in real time

Tap the send button and let the magic happen.

A single form submission can trigger any combination of powerful and flexible data workflows. Mix and match as needed. You're only limited by your imagination.

Assign new tasks to co-workers

Use our forms workflow software to automatically trigger a new work order when an inspection indicates a part needs to be serviced or replaced.

Send custom documents and surveys to clients and staff

Forward submitted data and reports to stakeholders in real time for further review and/or action, or send web surveys to customers for immediate feedback along with their invoice or work record.

Notify and report escalations

Trigger an immediate SMS to a supervisor or VP of Operations when a safety inspection results in a "fail" rating.

Automatically extract and share relevant data only

Store form data in Box (PDF/Word), extract & send financial data to finance (CSV), asset data to operations, and structured data to an analytics engine.

Send readiness and satisfaction forms to your customers

Eliminate gaps in information that lead to wasted resources and time. Send web-based customer-facing forms to gain visibility into a site before a technician arrives and track customer satisfaction after a tech departs.

Put data to work with custom documents

With a single form submission, automatically create and send custom documents. One click sends a branded summary to a customer, a work order approval to a manager, and file a record of compliance in a cloud storage destination.

Build beautiful low-code documents in Excel with formulas, charts, and formatting based on answers in the form
Build advanced custom documents with conditional questions, loops and more
Generate different documents for different audiences with a single submission

Data drives your business. Make it accessible.

Smart and automated form workflows let you store, share, and distribute up-to-date information in real time across common back-office systems, cloud services, and custom ERP solutions.

Give field workers access to the latest data, including price & parts lists
Automate naming of file records in storage; easily retrieve files for audits
Low-code connections to cloud services; REST API for enterprise integrations

Put that data to use. Track trends in real time and send custom reports.

Use the forms workflow software to feed the raw field data to an analytics engine and extract the embedded value by building dashboards and custom reports.

Track field productivity over time using built-in form activity and analytics dashboards
Use powerful enterprise analytics tools to build and share fully customized reports for executive decision-making
Track productivity, improve quality control, and monitor compliance