Step 1: Fill Out a Form Begin by logging into your Kizeo Forms account on the web platform. Start filling out the form by entering the necessary information. You can add text, upload files, and use any of the available form fields to input your data.
How to save your form as drafts on the web platform
Unlocking the Power of Kizeo Forms with Webhooks
In Kizeo Forms, Webhooks facilitate immediate integration with various systems and services using APIs.
Integration Between Zapier and Kizeo Forms: A Comprehensive Guide
Important notice Please be aware that our guidance is principally centered around the utilisation of Kizeo Forms modules within Zapier. The tutorials are not crafted to delve deeply into the overall functionality of Zapier but aim to assist in forging automated workflows that incorporate Kizeo Forms.
Electronic Signature with DocuSign
Looking to safeguard your data using electronic signatures? Look no further – achieve it with our DocuSign Integration.
Customising Field Copying on the Mobile App
In this tutorial, we'll walk you through the process of choosing whether to copy field values when duplicating a form in the mobile app. Additionally, we'll show you how administrators can establish rules to enforce manual data entry for specific fields during the copy process.
Deferring updates between the web platform and the mobile application
You can now decide when you would like to synchronise the mobile application with the web platform.
Understanding and using the Contact element
The Contact feature allows you to capture the contact details of a person (customer, prospect, etc.). You can enter the contact details manually or import a contact already saved in your Phone's directory.
Understanding and using the address element
The Address tool allows the user to enter information about a location but also to geolocate. Thus, the user is not obliged to enter GPS coordinates.
Learn how to update your Excel Lists with the BI Connector
Prerequisites: Minimum knowledge of how Kizeo Forms works, Knowledge of BI, Installation and configuration of the ODBC connector (Open DataBase Connectivity). Do you want to automatically get an updated Excel list file when new data is entered in your forms? Find out how to do it in one click with our BI Connector.
How do I access BI Connector data with Power BI?
Prerequisites: Minimum knowledge of how Kizeo Forms works, Knowledge of BI, Installation and configuration of the ODBC connector (Open DataBase Connectivity). Launch Power BI.
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