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Connect Kizeo Forms to Coherence.

Create custom mobile forms. 6 triggers can start a workflow, and 11 actions can run inside one.

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Event On DataCreate a Coherence record
A Coherence record changesGet Data Definition
Event On Data DeletedUpdate a Coherence record
A Coherence workflow runsPush Data

TRIGGERS AND ACTIONS

Everything Kizeo Forms can do in a workflow.

Triggers start a workflow when something happens in Kizeo Forms. Actions are the steps a workflow can run there.

Triggers · 6Event On DataEvent On Data DeletedEvent On Data FinishedEvent On Data PushedEvent On Data ReceivedEvent On Data Updated
Actions · 11Get Data DefinitionPush DataDownload Standard PDFDownload custom export in its original formatGet List DefinitionGet List ItemGet All List ItemsCreate List ItemEdit List ItemDelete List ItemCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Kizeo Forms.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Kizeo Forms activity into CoherenceStart from a supported Kizeo Forms event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with · Event On Data
or Event On Data DeletedFinishes with · Create or update a Coherence record
Act in Kizeo Forms from a Coherence workflowUse a change in Coherence to run a supported Kizeo Forms action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Get Data Definition
or Push Data
Connect Kizeo Forms to the wider customer workflowCombine Kizeo Forms with another integration and Coherence records to connect campaign activity to the records and follow-up it should influence.
Starts with · Event On Data
or Event On Data DeletedFinishes with · Get Data Definition, then preserve the outcome in Coherence
or Push Data

SET UP

How to connect Kizeo Forms.

The exact authentication fields depend on Kizeo Forms. The workflow structure stays straightforward.

1Connect the accountAuthorize the Kizeo Forms account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Kizeo Forms or provide a complementary trigger or action.

QUESTIONS

Kizeo Forms integration questions.

What can I automate with the Kizeo Forms integration?

Kizeo Forms currently provides 6 triggers that can start a workflow and 11 actions a workflow can run. Use those building blocks to connect campaign activity to the records and follow-up it should influence.

How many Kizeo Forms triggers and actions are available?

Kizeo Forms currently lists 6 triggers and 11 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Kizeo Forms connect to other apps through Coherence?

Yes. A workflow can combine supported Kizeo Forms triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Kizeo Forms?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Kizeo Forms?

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