Level up your forms with workflow logic
Enhance your forms with advanced workflow automation, approvals, and workspace management.
.png)
Facilitate better teamwork and communication with shared access to workflow adjustments, approval processes, and task management.
Adapt your workflows on-the-fly with conditional logic that responds to data inputs, ensuring your processes are always efficient and up-to-date.
Implement customizable approval processes, with options for group approvals and custom messages, streamlining your decision-making pathways.
Incorporate a variety of data inputs into your workflows, enabling your processes to dynamically adjust based on real-time information.
Easily pre-fill forms with data from your CRM, EHR, and other central business systems through our powerful API Connector.
.png)
Step 1: Navigate to the Manage Plan section of your account. If you’re an account admin, you can immediately add these features to your account. Contact your account manager for additional information or guidance.
Step 2: Leverage the Workflows PRO add-on with your existing workflows using the intuitive workflow builder, customizing as necessary to fit your needs.
Step 3: Deploy your enhanced workflows and experience the benefits of advanced automation, streamlined approvals, and improved collaboration.
