Reimagine the way you work with Workflows

Create dynamic workflow processes and streamline repetitive processes that help you stay organized while powering your business.

Create automated processes in minutes that flow across departments and help you quickly complete repetitive tasks.

Use basic approval function with Workflows to keep the right people in the loop.

Create, test, and launch workflows in minutes, not months.

Require an SSO login to access forms, and set custom field settings once that can be used across an account.

Add Participant Users who can participate in your workflow without counting against your Standard User account limits.

Use your personalized Workspace to keep assigned tasks organized and reduce the time it takes to complete a workflow.

Set up automated workflows in minutes

1
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Create your workflow form in the builder, separating key steps of the workflow into different sections.

2

Map your digital process using the form’s workflow editor, which provides routing options for each step.

3

Publish your workflow, and share the form with those responsible for kicking off the process.

To learn more about Workflows, check out this webinar.