There are several ways to share the data collected by your forms in Formaloo.
Whether you need to collaborate with your team, share insights with external users, or automate workflows, you can find the method that fits your needs. Here’s an overview of the various options:
Share with guest users
If you want to share a form’s data with people who don’t need to edit it, guest access is the way to go.
By allowing guest users to log in to Formaloo, they can view the form and its data, but they won’t have permission to make any changes.
This is ideal for sharing reports or insights with stakeholders who only need to observe the data.
It’s important to note that guest users can’t be granted editing access, ensuring your data remains protected.
Learn more about how to publish and share a form here:
Share with team members
Collaboration is made easy with Formaloo’s team-sharing features. You can invite your workspace members and give them access to your form’s data.
Whether it’s for project management, customer data review, or collaborative work, you have control over who can view or edit the form.
Granting edit access means your teammates can make updates and changes, ensuring that your team stays in sync with the most up-to-date information.
Discover how to enable team collaboration:
Share with external users
Need to share your form’s data with people outside your team who don’t have Formaloo accounts?
You can easily do this by creating a public app. Once your app is live, you can share its public link with your audience, allowing them to view the form data.
This is great for situations like sharing survey results, public records, or any form data that doesn’t require login access.
See how to make an app public and share its link:
Share with external users who have signed up for your app
For a more controlled and secure experience, you can create a membership portal where external users can sign up and log in.
This option is perfect for offering restricted access to specific pages of your app or form data.
For example, if you’re running a client or student portal, this setup allows users to access only the data that’s relevant to them once they’ve logged in.
Want to enable sign-up and login features? Here’s how:
Email notifications
Keep your team informed in real time by setting up email notifications for your forms. Whenever a form is submitted, an email can be sent to specific team members to ensure timely action.
You can also customize these emails to include additional details about the submission, giving your team the right context to respond efficiently.
For example, if a form submission relates to customer support, you can include details about the issue and next steps, helping your team stay on top of urgent requests.
Learn how to set up and customize email notifications:
Custom Automation
For advanced workflows and automation, Formaloo offers several options to connect your form’s data with third-party tools.
This ensures that your data flows seamlessly into other apps, automating repetitive tasks and saving you time.
Use the direct integrations that Formaloo provides
Formaloo’s built-in integrations with platforms like Google Sheets and Slack make it simple to send your form data directly to other apps.
Whether you need to analyze data in a spreadsheet or get real-time notifications in Slack, these integrations ensure smooth collaboration and data management.
Learn how to set up direct integrations:
Use the form's webhook
Webhooks are a powerful way to automate processes by allowing your form to trigger actions in other apps when specific events occur.
For example, when someone submits a form, a webhook can automatically notify another app (like Trello or an email service) so your team can follow up immediately.
With webhooks, you can create automated workflows that respond to real-time data changes without the need for manual updates.
Learn more about webhooks and how they work:
Use the Formaloo API
For developers or teams that need more advanced integrations, the Formaloo API provides a way to access and manipulate your form’s data programmatically.
This is useful for creating custom dashboards, integrating data into other systems, or building entirely new apps based on your form data.
With Formaloo’s API, you can automate complex workflows and ensure data flows between Formaloo and your other tools seamlessly.
Get started with the API here:
Use a workflow automation tool
If you’re using tools like Zapier, Make, or Integrately, you can connect your Formaloo forms to thousands of other apps and automate workflows with ease.
For example, you can set up a Zapier workflow that sends form submissions directly to a project management tool or automatically creates a task when a new form is submitted.
These workflow automation tools help you manage your data and tasks more efficiently, keeping your processes streamlined without any manual intervention.
Formaloo integrates with many workflow automation tools, including, but not limited to, Zapier, Make, and Integrately.