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GoFormz - Mobile Forms and Workflow

Collect data using mobile forms and instantly update Salesforce records

Overview

Arm your teams with digital forms that look exactly like existing work documents – no code required. Collect Images, GPS, Sketches, and eSignatures. Create or update Salesforce records with form data and dispatch pre-populated forms to teams anywhere.

See How GoFormz - Mobile Forms and Workflow Works

Always have the right form: Ensure your team is always armed with the right form – even while offline. Forms can be instantly generated from a user’s mobile device or dispatched to teams in the field pre-filled with Salesforce data.
Guide data input and improve accuracy: Add conditional logic, instant calculations, and automated form actions, to guide data collection, enforce data capture rules, and sanitize data before it reaches Salesforce.
Instantly dispatch forms & update Salesforce records: Submitted forms and input data can instantly update corresponding Salesforce records, while mobile forms pre-filled with Salesforce data can be instantly dispatched to teams in the field.

With GoFormz, businesses can capture data digitally using their forms on mobile devices. These "mobile forms" can look exactly like existing paper forms, making it easy to replace paperwork and onboard users. GoFormz mobile forms are even fully functional offline, enabling your team to work from anywhere. With mobile forms you can capture new data types, like images, sketches, GPS, maps, and legally binding eSignatures, and easily auto-fill fields using barcode scanning, automatic calculations and drop-down menus. Via form logic, fields can be dynamically made required, instantly complete calculations, and more. Submitted forms and data are available in real-time – dramatically improving processing times and communication. Leveraging automations, forms and data can be routed to teammates, customers, and connected applications – effortlessly modernizing your workflows and increasing professionalism. With the GoFormz & Salesforce integration, data can be seamlessly passed between digital forms and Salesforce records – eliminating the need for manual form delivery and rekeying data. You can even dispatch forms populated with Salesforce data to teams in the field.