Connect Formitize and workzone to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Formitize and workzone?

To start, connect both your Formitize and workzone accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in workzone (or vice versa).

Can we customize how data from Formitize is recorded in workzone?

Absolutely. You can customize how Formitize data is recorded in workzone. This includes choosing which data fields go into which fields of workzone, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formitize and workzone?

The data sync between Formitize and workzone typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Formitize to workzone?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Formitize and workzone?

Yes, you can set conditional logic to control the flow of data between Formitize and workzone. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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workzone

About workzone

Workzone is project management software with a careful balance of functionality and ease-of-use to make it useful and accessible to diverse teams.

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