INTEGRATE YOUR MOBILE FORMS WITH YOUR EXISTING DATA SOURCES

Populate your form with data; submit data to multiple data stores; cache data for use offline

Formotus mobile forms Excel XML file data connector integrations

Excel/XML file

Formotus mobile forms email submit data connector integrations

Email

Formotus mobile forms SharePoint data connector integrations

SharePoint

Formotus mobile forms salesforce data connector integrations

Salesforce

Formotus mobile forms Google Drive data connector integrations

Google Drive

Formotus mobile forms Google Sheets data connector integrations

Google Sheets

Formotus mobile forms Google Sheets data connector integrations

Web Services

Formotus mobile forms Zendesk integrations

Zendesk

HOW MOBILE FORMS DATA FLOWS

Formotus Architecture
QUERY DATA
  • Local file connector: import data from Excel or XML file into your forms when you create them for use offline.
  • External data access: query data dynamically from external data sources, including web services.
SUBMIT DATA
  • JSON/XML payload to SharePoint, Google Docs, web services, etc.
  • XML/HTML/PDF file attachments to submit by email to an individual or a group.  You can also submit by email to OneDrive, Dropbox, and Box.

LOCAL FILE CONNECTOR

Query data from an XML or Excel file

Formotus mobile forms query data from Excel or XML file
WHAT A LOCAL FILE CONNECTOR OFFERS:
  • If you have your data in a local Excel or XML file, you have the option of uploading that file and querying the data in your form.
  • Easily upload your files from your local machine to your form.
  • Query data once the form is opened on the device or choose to query after an action.
  • We support Excel and XML file formats.
 

EMAIL CONNECTOR

Quickly send the submitted data to a specific email or multiple email destinations

Formotus mobile forms submit data through email

If you don’t currently have a place to store your data, you can submit your Formotus mobile forms by email, and include a PDF attachment.  You can also add the XML data and an HTML view when submitting by email.  The XML data can be uploaded to your data store when you set one up. WHAT AN EMAIL CONNECTOR OFFERS:

  • Easily set up the connector with the option of adding a timestamp to view time of submission.
  • Choose which data will be sent by customizing the PDF.
  • Allow other people in your organizations to receive the submitted data by adding multiple email destinations.
WHAT YOU NEED:
  • Valid email address

MORE DATA CONNECTORS

Select a tab to view more information regarding additional data connectors

SHAREPOINT
GOOGLE
SALESFORCE
WEB SERVICE
ZENDESK

SHAREPOINT DATA CONNECTOR

Submit data to your SharePoint list or library on premise or in the cloud

 

 

 

 

Your Formotus forms will connect directly your SharePoint account, including Office 365.  There are no SharePoint add-ons or other software to install.  Formotus mobile forms can submit to a SharePoint document library or list.  Your Formotus mobile forms can also perform data queries on your SharePoint lists and libraries.  Submitted forms can trigger SharePoint workflows.  Choose SharePoint as your primary data store, or as a data portal to other systems.  Formotus does not store your data.

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WHAT A SHAREPOINT DATA CONNECTOR OFFERS:

  • Working offline—open and fill in your Formotus mobile forms with data, submit to a queue to upload when your device reconnects to the network
  • Data caching—allows you to create a Formotus mobile form that will re-use cached data from the most recent query, until a new query is needed by the user
  • Dispatch/Workflows—leverage your SharePoint investment and turn it into a “mobile worker dispatch center”.  Create Formotus mobile workflow forms and SharePoint workflows to route work, create approval workflows, and dispatch field service technicians.  [NOTE: Formotus mobile workflow forms can be used with or without SharePoint workflows]

WHAT YOU NEED:

  • Office 365 account or
  • SharePoint site
  • The SharePoint data connector works with InfoPath forms or forms created using our form creator

GOOGLE DATA CONNECTOR

Submit data from your Formotus mobile form to Google Sheets or Google Drive

 

 

 

Collect data with your Formotus mobile form and submit it to Google Sheets or Google Drive to share it with your team.​

​WHAT A GOOGLE DATA CONNECTOR OFFERS:

  • Promote fields in your Formotus mobile form to show on your Google Sheets
  • Submit an XML and a PDF copy of your Formotus mobile form to a Google Folder
  • Instantly upload photos to a Google Folder using Formotus mobile form repeating photo control

 

​WHAT YOU NEED:

  • Google account
  • The Google data connector works with forms created with the Formotus form creator
  • Not available for use with Formotus mobile forms created using InfoPath

SALESFORCE DATA CONNECTOR

Populate your Formotus mobile form with data from your Salesforce account

 

 

 

Our Salesforce data connector enables you to populate your Formotus mobile form with data stored in your Salesforce account. This allows your mobile users to have access to the most up-to-date customer contact information.

 

WHAT A SALESFORCE DATA CONNECTOR OFFERS:

  • Populate your Formotus mobile form with data from Salesforce views or objects

 

​WHAT YOU NEED:

  • A Salesforce Lightning Enterprise, Lightning Unlimited or Developer account
  • The Salesforce data connector works with forms created with the Formotus forms creator
  • Not available for use with mobile forms created with InfoPath

 WEB SERVICE CONNECTOR

 Query data from a SOAP Web Service

 

 

You can connect to, and query SOAP Web Services to populate your forms with data

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WHAT A WEB SERVICE CONNECTOR OFFERS:

  • The ability to query SOAP web service data
  • Organize and filter data within your form using different types of controls

 

WHAT YOU NEED:

  • A URL to your SOAP Web Service
  • If needed, credentials to connect to your SOAP Web Service

ZENDESK CONNECTOR

Submit support tickets directly from your forms

 

 

 

Use the Zendesk control in your form to submit tickets to Formotus support regarding any issues or questions

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WHAT A ZENDESK CONNECTOR OFFERS:

  • Tickets and/or questions can be submitted from your mobile devices

 

WHAT YOU NEED:

  • A Zendesk Subdomain
  • An Email address to use for communicating through support tickets
  • An API token to complete the Zendesk connection

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