Collaborate around your data
Workflows are at the core of every business process. Automate entire workflow processes, from information gathering to approvals and assignments. Utilize conditional and customizable email notifications to alert staff members when forms are submitted or when it’s their turn to complete a task.
Engage the right people at the right time
Customers, employees, members - anyone can participate in workflows at any step in your process. Assign roles to get people involved at the right time and drive the form from one status to the next across multiple departments.
Completely customize your forms and engage your users by only displaying fields and asking the questions that are relevant at each step in the process while ensuring accurate and complete data collection.
No coding required
Cognito Forms is an easy, yet powerful, no-code platform for building form-based business solutions and automating tasks. Whether you need a solution for capturing sales leads, processing online payments, or streamlining your HR management, you can easily build and manage it yourself with Cognito Forms.
Hit the ground running by starting with a customizable template.
Workflow Links
Workflow Tasks
Quantity Limits
Lookup Field
Notifications
Document Generation
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