Dynamic forms are an ideal way to gather end-user inputs to minimize back-and-forth conversations or the manual entry of data. TeamDynamix forms will dynamically adjust—allowing for additional picklists or fields based on inputs. You can also pull in data from backend systems and use it to adjust the form fields (including people data).
Reduce the number of flows that you build with forms. Forms can be triggered by an event, workflow or even a conversational AI flow path. Embed forms on web pages, leverage them in the self-service portal or push them to end-users via chatbots, email, SMS or Teams/Slack. Forms can be customized with your colors and branding, fields and linked to automation.
Easily create custom forms using a visual designer—add fields, modify colors, incorporate images or leverage dynamic content and cascading fields. Forms can be leveraged to trigger a flow or be incorporated mid-flow to gather additional information. Forms can also be embedded on web pages and leveraged from within conversational AI. The drag-and-drop form builder makes it all easy.
Dynamic Forms are native within TeamDynamix iPaaS allowing your team to create inputs for capturing data that can be used in automation routines. Example forms include a new laptop request, a name change, a request for a leave of absence or a request to onboard an employee. Forms can be incorporated into flows and leveraged within conversational AI to set off automation and custom workflow.
TeamDynamix iPaaS natively supports multistep workflows—mixing human interactions and automated integrations, you can manage everything from laptop replacements to a leave of absence request. Data or actions within other systems can trigger flows that send out notifications or forms to manage and document interactions. Forms can use data from enterprise systems for validation and modification.
Jay Reymond
Senior Engineer
B&I Contractors
Leverage a library of pre-built connectors to establish enterprise integration across the ecosystem.
Gain control of APIs, reduce integration backlog and improve the ability to audit usage across the organization.
Quickly build workflows and automation using a visual no-code builder with custom forms, integrations, and inputs.
Leverage forms in flows to gather additional information that can be used to adapt the flow sequence.
Harmonize data across the ecosystem with easy integration and custom flows to transform data to a single ‘golden record’.
Take Conversational AI to new levels by pairing end-user inquiries with custom forms, integration and automation.
Unlock the power of seamless service delivery, intelligent AI solutions and automated efficiency. Take your enterprise to new heights with TeamDynamix.
