Automate

Online workflow designer

Use the web-based workflow designer to define how the data captured from your forms is processed. Whether sending confirmation e-mails, generating documents, forwarding to third-party systems, updating existing databases or setting up approval workflows - formcycle offers you the entire spectrum for efficient handling of your processes.

Features

The web-based Workflow Designer offers a comprehensive range of functions that help you to create, automate and optimise workflows quickly and easily. It offers the following range of functions (extract):

Drag & Drop

Workflows can be created quickly and easily using drag & drop, without having to write any code. An extensive library offers a wide range of workflow actions for conveniently processing data, generating documents or transferring data to other systems.

Workflow triggers

You define what triggers the process. This can be done by clicking on buttons, at a specific or calculated time, external services and much more.

Workflow actions

Workflow actions are already available for most use cases, be it creating documents, sending e-mails, writing to databases or sending data to external interfaces. And all without programming!

Conditions

Various functions are available for the individual processing of workflows, including classic if-then conditions, case distinctions (switches), loops and error handling.

Placeholder management

Quick and uncomplicated access to all fields/elements of the form, user information and important system variables in order to compile the workflow quickly and easily.

Workflow validation

During creation, the system automatically checks whether there are any errors in the workflow and informs the user accordingly.

Custom workflow actions (API)

For professionals: Create your own workflow actions (plugins) to connect individual systems/interfaces.