Salesforce integration with GoFormz
How to Create GoFormz forms for new Salesforce opportunities
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create GoFormz forms for new Salesforce opportunities" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate GoFormz integrations
GoFormz actions
Nekton can use any feature that is available in GoFormz API.
Using our advanced AI, you can easily create custom automations for GoFormz.
Here are some typical actions you can do in your automated workflows.
Create Form
Creates a new form and optionally fills form fields.
Form Completed
Triggers on form complete.
About GoFormz
GoFormz gives you a complete mobile forms solution that lets you capture data electronically with mobile forms that look exactly like your current paper forms.