Keep Work Moving With Seamless Integrations


FlowForma Process Automation combines forms, workflows, analytics, and document generation in one unified platform. But it doesn’t stop there; the platform is built to connect with thousands of systems and applications, ensuring your data flows smoothly across your digital ecosystem.

Whether it’s pulling information from existing tools or pushing updates back into them, FlowForma lets you automate processes without disruption.

How It Works
At any stage in your process, the FlowForma platform can send and receive data between your systems, keeping workflows connected and teams focused on what matters most, achieving outcomes efficiently and reliably.

Book a demo to see more

 

FlowForma How It Works - Integrations

 

 

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Why you'll love our integrations

Connect Anything – easily plug into thousands of apps

Keep Data Moving – send and receive info without friction

Stay Accurate – remove errors and keep data consistent

Speed Things Up – update third-party systems faster 

Save Time – pre-filled forms reduce admin and pass-backs

Work Smarter & Securely – streamline processes with control

Maximize ROI – faster workflows, faster results, more value

FlowForma Integration Options

FlowForma Process Automation is a cloud-native platform that operates on the Microsoft Azure service. A user can configure integrations using any of the methods below. 

SQL Staging Database 

The SQL Staging Database method is useful in many scenarios. For example, a SQL database can be used to store master data, the data can then be used across many processes or transferred to multiple other systems. Questions on a FlowForma form can be easily mapped to input and output parameters in the stored procedure, allowing a bidirectional exchange of information. SQL database can also be used to store data for reporting/analytics.



FlowForma No Code Web API 

The FlowForma no-code Web API system allows users to communicate with any REST or SOAP-based API. This method covers over 10,000 COTs applications and any application where you may have built (or can build) a bespoke Web API.

The No Code Web API system was designed as the most productive way to build integrations with Web API’s with rapid configuration compared to a coded solution.


FlowForma Extensibility Framework

The FlowForma Extensibility Framework allows users to create product extensions. Product extensions are coded in JavaScript, utilizing the FlowForma Web API to interact with forms and FlowForma UI widgets to present a fully integrated end-user interface. The framework allows for ultimate flexibility in terms of adding new functionality to the FlowForma Process Automation tool and the end user experience, providing the most efficient and effective solution to a given scenario. Product extensions can be additional question types (UI/Data components) or business rules (conditional actions). 

Integrate FlowForma Process Automation With:

- Your existing business systems, either on-premise or in the cloud to lookup and update information directly from your process flows.

- Your ERP, CRM or HR application to look up or update key information to improve data quality and save time.

- Microsoft 365 to create and save documents, schedule meetings, and send emails automatically. 

- Any cloud application or service that provides a standard interface with no code

Discover More AI-powered Features of FlowForma Process Automation

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Forms

  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Insights

  • Take your reporting to the next level, by creating dashboards in minutes to assess all aspects of your processes and business data, all from within the FlowForma platform.

Copilot

  • With FlowForma Copilot, you can fast-track process automation with Agentic AI. Conversing with our copilot, you can create a high-level version of your business process in seconds.

Governance

  • Allow IT departments to easily govern how FlowForma Process Automation is used across the business while empowering users to build and test in a controlled environment.

Mobile App

  • Fill out and submit forms, review and approve documents and keep your business processes moving anywhere, anytime with the FlowForma Mobile App for iOS and Android.

Engage

  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Document Generation

  • FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.

A Digital World, For The People, By The People

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Gerard Newman

CTO, FlowForma

"Here at FlowForma, we're committed to a creating a digital world for the people, by the people.

Knowing that our customers wanted to connect FlowForma Process Automation to other apps they use, it was important for our team to develop seamless integration. This innovation now empowers our community to connect their business processes to over 1,000 apps, so the possibilities are completely endless from setting up triggers, to kicking-off processes with data from other apps or sending data from FlowForma Process Automation to your team's favorite applications.

Feel free to ask our team for a quick demonstration."