Form Director for Google Workspace Marketplace

Form Director turns your Google Forms™ submissions into Google Docs™, Slides™, Sheets™, Calendar™ events, Contacts™, Tasks™, Cloud Database records, Email notifications, QuickBooks posts, Trello cards, Insightly objects, Slack messages, Asana tasks, Hubspot contacts, etc.

FREE quota to try your integrations and automation with Google Workspace™ apps and other external applications.

Form Director is a comprehensive integration and automation solution designed to streamline all of your business and professional workflows simply from Google Forms.

APP INTEGRATIONS

✔ Google Forms™ to Google Workspace™ apps — Google Calendar™, Contacts™, Tasks™, Docs™, Sheets™

✔ Google Forms™ to Databases — MySQL and more

✔ Google Forms™ Email Notifications via Gmail™ and other custom email providers

✔ Google Forms™ to CRM systems — Salesforce and more

✔ Google Forms™ to Communication tools — Google Chat™, Slack, and more

Refer to https://formdirector.jivrus.com/apps for the full set of integrations.

KEY FEATURES

► Flexible Service Management: Effortlessly enable or disable various services to suit your specific workflow needs.

► Document Generation and Distribution: Generate, store, and email documents in multiple formats (PDF, Word, Excel, PowerPoint) with ease. ► Precise File Sharing: Share generated files with multiple recipients, granting edit, view, or comment access to ensure seamless collaboration.

► Instant Notification System: Stay informed through prompt success notifications via templated email messages.

► Error Alerting: Proactively address issues with automatic error notifications in the event of service processing failure.

► Robust Mapping Infrastructure: Connect and map various fields, including form, templated, calculated, result, and lookup fields, for comprehensive data alignment.

► Intelligent Field Mapping Automation: Achieve efficiency and accuracy with intelligent field mapping that reduces manual effort.

► User-Friendly Field Picker: Easily select form fields, app fields, system fields, and result fields using an intuitive graphical interface.

► Conditional Service Execution: Tailor your processes by executing services based on specific conditions, providing dynamic flexibility.

► Seamless Service Chaining: Streamline your workflow by passing the response of one service to the next, ensuring a cohesive and integrated process.

► Automated Numbering: Form Director automatically generates document and field numbers in a preferred incremental order, enhancing organization and consistency.

► Comprehensive Toolkit: Access a suite of bundled tools, including Response Manager, Cloner, and Form Limiter, to manage forms and optimize workflows.

Refer https://formdirector.jivrus.com/features

USE CASES

Discover the boundless potential of Form Director as we delve into a myriad of supported applications and their corresponding use cases. Unleash your creative ingenuity to harness the power of Form Director, applying it wherever it aligns with your needs, regardless of the diverse range of use cases at your disposal.

Some of the sample use cases are listed below: ► Seamlessly publish proposals, agreements, invoices, estimates, contracts, bills, letters, and more by submitting information through Google Forms. Automatically generate professional documents in Google Docs™ with the gathered data.

► Effortlessly create sales and marketing presentations, pitch decks, monthly meeting slides, and more by merging your template with data collected from Google Forms™. Streamline the process of building engaging presentations in Google Slides™.

► Simplify record-keeping by generating entries in as many different Google Sheets™ accessible to distinct teams for every form submission. Enhance data management and collaboration within your organization.

► Streamline appointment booking, table reservations, and meeting scheduling by creating events in Google Calendar™ from form submissions. Ensure efficient time management and scheduling.

► Automatically transform leads into Google Contacts™ for efficient customer relationship management. Build a centralized database of potential clients effortlessly.

► Capture various data points, such as customer information, orders, tickets, invoices, and payments, and integrate them into your database with ease. Flexibly customize your data collection process using Google Forms™.

► Boost productivity by creating to-do items in Google Tasks™ when leads sign up on your website. Manage tasks efficiently and stay organized.

► Automatically send templated emails to confirm order submissions to customers, project teams, and delivery teams. Enhance communication and streamline order processing.

► Simplify onboarding processes for employees, vendors, and customers in QuickBooks by using Google Forms. Accelerate financial record-keeping and management.

► Create Trello cards and organize work items directly from form submissions. Enhance task management and collaboration within your team.

► Send SMS, Slack, Google Chat™, Telegram, and Whatsapp notifications to your delivery team when orders are submitted through Google Forms. Improve real-time communication and order fulfillment.

► Automatically create leads, contacts, and opportunities in Insightly, Salesforce, Copper, or HubSpot when potential customers inquire about products on your website using Google Forms™. Streamline lead management and sales processes.

► Create new tasks in Asana or Basecamp for delivering ordered items when customers submit Google Forms™. Enhance task management and streamline order fulfillment.

► Automatically create records in Smartsheet or Airtable from Google Forms™ submissions. Enhance project and data management within your organization.

► Automatically create tickets in Zendesk upon Google Forms™ submissions. Streamline customer support and issue resolution.

► Seamlessly add contacts to your Mailchimp or ActiveCampaign lists upon Google Forms™ submissions. Enhance your email marketing and customer engagement efforts.

► Effortlessly create customer records, invoice items, and invoices in Stripe or Paypal directly from Google Forms™ submissions. Streamline payment processing and financial tracking.

► Make HTTP post requests to external systems or services upon Google Forms™ submissions, enabling flexible and custom integrations.

► Post tweets in your Twitter timeline or updates on LinkedIn upon Google Forms™ submissions, enhancing your social media presence and engagement.

Explore more automation use cases at https://formdirector.jivrus.com/docs/articles/101-automations-from-google-forms

Form Director has been meticulously designed as a robust tool to orchestrate Google Forms™ according to your preferences, offering an exceptionally user-friendly experience. Maximize its potential to optimize your workflow and achieve outstanding results. The basic features of “Form Director” with a limited quota are FREE. Advanced features and enhanced quota are available under paid subscriptions.

SUPPORT

For more details refer https://formdirector.jivrus.com Contact us at http://www.jivrus.com/about/contact-us or email [email protected] for any query or feature request.

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