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Automation & Workflows

Automate your Business with Custom Workflows

What do you do with the data you've collected through your forms? Go beyond simple data capture and streamline your business with a custom workflow.

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Go Beyond Forms.

There are lots of form software solutions for collecting data.
But that's where they stop.

Logiforms goes further, empowering you to automate your business.

Our automation tool suite lets you trigger actions on demand, schedule tasks, and event-based responses. It also allows you to establish escalation paths for approval and integration with other business software or legacy systems. As your business and its automation needs grow, our robust platform can scale with it.

Watch and Learn. Get up to speed fast

In this quick 3 minute video, our product manager, Jeremy Stevens highlights the key features of our Workflow Designer. He'll show you how to publish your form data to a secure web portal, assign permissions to users, and create common add/edit/delete controls. He also digs into triggers and some other cool features. Wondering if Workflows are right for you? Watch this video to get up to speed quickly.

Create a Web Portal for Staff & Customers

Build a web portal for staff and customers to view and interact with the data you've collected through your custom forms. Add intelligent events, approvals, and workflows to automate your business, and deploy white-label web applications.

  • Instant Framework

    Generate a web portal to leverage your company's form submission data. To increase security, add authentication and permissions. Set up this entire framework in only a few minutes.

  • Permissions & Security

    Define the records a user can view when they log in. Assign records to staff and let them follow up. Apply role based security with ease.

  • Mobile Responsive

    Quickly and easily build mobile apps that work on any device. Access your form submission data and workflow and automation tools on your phone—even if you're on the go.

Pull Your Head Out of Your Inbox. Start Managing Your Workflow Efficiently.

Get your co-workers and customers on the same page. Our Automation & Workflow features let you manage data and workflows more efficiently. Discover how you can search, sort, and filter with ease.

Use our features to stay on top of your tasks, see your records, and send automated order fulfillment emails to customers.

Flexible & Adaptable

Automate Your Business, Your Way

We understand how unique each business is. There is no one size fits all workflow that's going to work for your business. That's why our workflow solutions can be fully customized to your business to help you succeed.

  • Tailored to Fit Your Unique Business Requirments

    With Logiforms' workflow solution, you have complete control over how it's structured and how it works.

    You might need to mark records as "Completed", or "Rejected," where another business may need to mark a record as "Ready to Ship." That's why our system was built to be flexible and adaptable. Build an automation solution that's unique to your business.

  • Intelligent Triggers

    Triggers enable you to use conditional logic to automate the next process in your unique sequence.

    Automate an email back to your customer when you mark their order as shipped. Generate a PDF document and send it to a manager for approval on the click of a button. Or transfer a record to a 3rd party service via an HTTP POST.

Approval Workflows

Stop chasing down signatures and reviews. Save time by automating your business processes.

Imagine your Day on Autopilot

You may think it's impossible, but it's not. Your unique workflow can be automated. From a simple two-step approval to a multi-phase review and approval process, Logiforms has you covered.

St. Francis Xavier University automated their student registration process using a Logiforms workflow, which saved thousands of dollars. Learn more about how they built an end-to-end solution for capturing student registrations and automating requests for additional information.

View Case Study

Automate your Business with Smart Forms

Get started today on the 15-day free trial and start building smart, secure mobile-friendly forms, PDFs, and web portals to automate your business.

Try it for Free

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