Could this Forms Integration save you time on automating manual tasks? YES.

Did you know that with the GUIDEcx Recipe Builder you can automate almost anything?

Check out this recording of our own integration wizard, @jjohnson demo-ing a recipe that he’s built.

This demo showcases a lot of cool automations we can do via a form (Google Forms in this case although GUIDEcx integrates with any Form software such as Formstack, SurveyMonkey, Typeform, and more).

This recipe (aka integration) that Jeff built does the following:

• Creates a project in GUIDEcx, with the appropriate templates and PM
• Updates the status of existing tasks
• Create new tasks
• Populates the value of custom fields on the project
• Creates a new Slack channel for the project
• And invites all project team members to the new Slack channel
• Creates a project note containing all the form’s questions & answers
• Invites a customer to the project and auto assigns customer tasks

If you want to set this up in your own instance, reach out to your CSM!