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Automation

Formdesk for your Agent

Flow can start and check workflows in Formdesk, so your existing automations run as part of its work.

It asks for your approval before it changes anything in Formdesk. Connect with an API key from your Formdesk account.

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Run the Formdesk workflow that sends new tenders to the sales team.

Connect Formdesk in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Formdesk.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Formdesk.

What Flow can do depends on what Formdesk offers through its API and on the access you choose.

Things to ask

Type these to Flow once Formdesk is connected.

  • Formdesk

    Run the Formdesk workflow that sends new tenders to the sales team.

  • Formdesk

    Show the last ten Formdesk runs that failed.

About Formdesk

Formdesk is an online form builder for creating and managing professional forms. It's perfect for collecting data, automating workflows, and integrating form submissions with your favorite services.

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