Forms
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Level up your forms with workflow logic
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Level up your forms with workflow logic
Formstack For Salesforce
/
Features
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Level up your forms with workflow logic
Platform
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Features
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Level up your forms with workflow logic
Sign
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Features
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Level up your forms with workflow logic

Level up your forms with workflow logic

Enhance your forms with advanced workflow automation, approvals, and workspace management.

Watch The Overview

Elevate your data capture with advanced automation

Workflows PRO adds Step Logic, Approvals, and the API Connector to your Formstack Forms account making it your solution to dynamic workflow customization, streamlined approvals, and efficient teamwork. Add it to your plan today to harness the full power of process automation tailored to your organization's needs.

Build efficient workflows

This powerful add-on for Forms users enables you to implement conditional logic and customizable approvals in your workflows, providing the tools you need for advanced automation, data integration, and enhanced collaboration across your organization.

Advanced collaboration

Facilitate better teamwork and communication with shared access to workflow adjustments, approval processes, and task management.

Dynamic workflow customization

Adapt your workflows on-the-fly with conditional logic that responds to data inputs, ensuring your processes are always efficient and up-to-date.

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Flexible approval mechanisms

Implement customizable approval processes, with options for group approvals and custom messages, streamlining your decision-making pathways.

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Enhanced data responsiveness

Incorporate a variety of data inputs into your workflows, enabling your processes to dynamically adjust based on real-time information.

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Seamlessly connect with core applications

Easily pre-fill forms with data from your CRM, EHR, and other central business systems through our powerful API Connector.

How It Works

Easily upgrade and implement

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.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
Connect With UsStart Your Free Trial

All Features

Form Building
The Ultimate AI-Powered Solution for Form Building
Saved Fields
Field Prefill
Smart Lists
One Question at a Time
Electronic Signatures
Themes and CSS
Subdomains
Save and Resume
Mobile-Friendly Forms
Form Importer
Drag and Drop
Section 508 Compliant Forms
Conditional Logic
Data And Analytics
Power your Data with our API Connector
Advanced Integrations
Conversion Kit
Email Confirmations and Notifications
Campaign Tracking
Partial Submissions
Import/Export
File Uploads
Field Validation
Field Bottlenecks
Data Routing
Forms API and Webhooks
Analytics
Payments
PCI Compliant Forms
Payment Processors
Discount Codes
Calculating Fields
Security
Enhanced Data Security Add On
SCIM
Form Security
Invisible reCAPTCHA
Forms for HIPAA Compliant Organizations
GDPR Compliant Forms
Data Encryption
Teams
Subaccounts
Workflows
Portals
User Permissions
Approvals

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