Automated Forms workflow made easy

Simplify Data Collection and Automation

with zenphi’s powerful automated forms enabling you to craft tailored digital forms and optimize data capture – no coding required! 

Empower Process Automation With zenphi Forms

Zenphi Forms is your all-in-one digital form creation and automation solution, made to empower you with rapid form design and workflow integration. With zenphi Forms, you can seamlessly collect data at any stage of your process, trigger automation, and efficiently route information.

Zenphi Forms: Powerful Data Capture & Automation

Seamlessly capture and route information within any workflow with our completely customizable Forms and workflow builder:

1. CRAFT TAILORED DIGITAL FORMS

Design a unique digital form with ease using our intuitive interface offering a wide range of customization. Use any question type including short text, paragraph, multi-choice, checkbox, drop-down, file upload, date and time.

To power your process automation, questions also include look-ups from zenphi tables to enable answers to be chosen from a predefined list or database, electronic signature for agreements, letters or contracts, and date/time for scheduling, event registration or lodging reports.

Blocks within each form are customizable to suit unique requirements, including titles and descriptions to guide respondents, images for visual aids or reference material, separate sections to make navigation easier, and the option to repeat sections to easily handle complex forms.

2. SEAMLESSLY INTEGRATE FORMS INTO YOUR WORKFLOW

Easily integrate your forms into your automated processes. Use them as triggers to initiate the automation, or as ‘Request Data’ actions to collect and send forms at any step of your workflow, with responses used further along in the process.

3. PUBLISH AND SHARE

With just a few clicks, publish your automated workflow and share the form link with anyone inside or outside of your organization to start collaborating!

4. HARNESS THE INSIGHTS

Route responses to your zenphi Tables and Dashboards to unlock in-depth process performance visualization. Use valuable form analytics to your advantage.

YOUR BEST ALTERNATIVE TO GOOGLE FORMS: UPGRADE NOW TO BRIDGE THE GAPS

Signature support

Enable respondents to sign documents directly within the form using our built-in signature tool. Automatically generate signed PDFs using form response data to streamline document handling.

Ultimate personalization

Apply section rules and leverage dynamic data from previous workflow steps to achieve maximum personalization for each respondent.

Tailored respondent journeys

Design the respondent journey to your unique requirements, including the ability to redirect users to specific URLs and fine-tune the form’s appearance with granular design control.

Repeating sections

Easily create complex forms by allowing respondents to add multiple instances of a particular section. This is particularly handy for forms where users need to input variable data, such as multiple items in an order or multiple project tasks.

Deep integration with zenphi Tables

Leverage data from zenphi Tables as response options in zenphi Forms, accelerating form creation by up to 2x and drawing information from a single, unified database.

Why Zenphi Forms? Unlock the Power of Seamlessly Automated Forms Workflows

TRIGGER AUTOMATION AND EFFORTLESS DATA ROUTING

Integrate your forms seamlessly into workflow triggers and automate data routing throughout your entire process using our intuitive no-code Business Process Automation (BPA) platform. Whether it’s simple approvals or multi-step workflows, zenphi Forms can handle it all – think employee onboarding, invoice processing, expense reimbursement and more.

CUSTOMIZATION AND UNMATCHED FLEXIBILITY

Tailor your forms to fit your exact needs and branding preferences. Craft a personalized experience for each respondent with section logic, dynamic data display, the ability to redirect to specific URLs upon submission, and more.

SEAMLESS INTEGRATION WITH YOUR ESSENTIAL TOOLS

Zenphi Forms connect with Google Workspace and a wide range of other essential tools including HubSpot, Salesforce, Slack, Trello, Jira, and many more. Enjoy the convenience of a unified platform that seamlessly integrates with your existing tech stack.

COST SAVINGS

Collect responses, automate workflows, analyze data, and enhance your processes – all within a single, unified platform. No extra form automation software is needed. Optimize resource utilization and amplify your ROI with seamless, streamlined workflows.

Flexible automation,
trusted by teams of all sizes

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Book in a free, no-obligation call with one of our friendly Automation Experts.