automations actions to create forms
M
Miguelangel Caraballo
Jon Darbyshire
What specific types of forms do you envision being created through automation?
specific type - IDk exactly.
I personally create onboarding employee forms; I use daily forms; companies intake forms... and will like to experiment with automations and forms - seems it really keep data organized.
How do you anticipate these automated forms being used within your current workflow?
I anticipate they been used to reduce manual intake information from employees to clients.
Are there any specific integrations or tools you would like these automated forms to work with?
the forms are pretty good. i think if we can play with the forms in the automation part and create rules and conditions it will be awesome seems most forms are created because we need to take information and upload to the crm - so imaging only creating one form and when does conditions are met it creates a complete workflow in the crm to send to the clients/employees and there is no back and forth in tables or solutions because all the info was intake in the beginning.
idk Jon i am new to this - probably is just nonsense lol
Jon Darbyshire
Great to hear your perspective, Miguelangel Caraballo! I have a few more questions for you:
- What specific types of forms do you envision being created through automation?
- How do you anticipate these automated forms being used within your current workflow?
- Are there any specific integrations or tools you would like these automated forms to work with?