Workflow Management

Customize Powerful Workflows

Every exchange of data in an organization is part of a much larger process chain. If one of the links in that chain fails to connect, it usually means lost time, money, and effort. That's why Form.com integrates behind-the-scenes workflows into your forms to provide reliable follow-ups for every action.

Our workflow tool automates data collection and task management, simplifying transactions between employees and your tech stack. Form.com lets you define who has access to what forms and what information. Schedule tasks and events based on specific responses, automatically generate alerts with attachments and establish escalation paths for approvals.

• Automated Approvals: Launch enterprise-wide approval chains directly from forms and route data to the right people.
• Email Notifications: Send alerts to the right people when critical issues are uncovered or certain scores are recorded.
• Assign Tasks from Forms: Automatically assign tasks based on form results with custom statuses, due dates, and priority levels.
• Integrate Workflows: Connect Form.com with your other systems to create enterprise-wide workflows that trigger events in other applications and databases.
• Distribute Reports: Send custom reports at scheduled intervals to drill down into the details of your field data.
• Streamline Data Collection: Route data to the right people in and outside the company and use it to populate your other systems through API calls.