With Fastfield, you can incorporate a diverse volume of outside software integrations and custom delivery destinations to your form workflows within your account. Integrations can add layers of dimension and flexibility to your data collection process.
Adding Integrations
To add an integration, go to the Global Workflow section in the online portal. From here, you will be able to choose the Integrations tab at the top of the screen.
Once you have reached the Integrations page, you can add and edit integrations. To create a new integration, click on the +New Integration button in the top right-hand corner of the screen.
Next, choose from the dropdown list of integrations you would like to add. Please refer to this list to view the entire scope of offered possible integrations.
Editing & Deleting Integrations
To edit an existing integration, click on the edit button. You can rename the integration or disconnect the account from the 3rd party service and reconnect with different credentials. You may also delete an integration by clicking on the action button and then selecting delete.
Testing Integrations and Workflow Actions
You can test the individual actions within your workflow to ensure everything has been set up correctly and reduce downstream errors. To do this, open the workflow that contains the integrations and click on the condition you want to test. Once at this screen, you will see a test button in the top right-hand corner of the screen.
Click the TEST button and choose one of your recent form submissions. Then, Fastfield will complete the testing process and show the results in that window.
