Automate Form Workflows
Most FormSmarts functions customers rely upon on a daily basis can be automated using APIs and webhooks.
Mapping FormSmarts Functions to Automated Processes
We've listed in this table some of the core FormSmarts features you probably already use, and mapped them to a solution to automate the corresponding process.
| Online Form Function | Manual Process | Automated Solution |
|---|---|---|
Get a Push Notification for Individual Form Submissions | Set up FormSmarts to send an email to one or more team members when a form is submitted | Set up a form submission webhook |
Find a Form Submission | Look up the form response with the Data Search tool | Write code to find the form entry with the Search API |
Access an Individual Form Submission | View the form entry online or download it as a PDF document | Write simple code to get the form submission in JSON format or get a PDF document with the Form Response API |
View or Download Form Attachments | View or download uploaded documents online or via the link in the email notification | Download form attachments with the Form Response API or a webhook |
Export Form Entries Submitted Between Two Dates | Create an Excel report with the Report Generator | Write code to get form responses submitted between two dates with the Form Responses by Dates API |
Submit a Form | Allow individuals to submit the form online | Write code to submit the form automatically with the Form Submission API |