Automate your processes and eliminate repetitive tasks
Kizeo Forms simplifies the management of your business data. With our tool, you can collect data, create reports and automate your communication. Send pre-filled forms, manage requests in real time and connect your systems with webhooks to improve your day-to-day operations.
Kizeo Forms improves your productivity, reduces errors and allows you to concentrate on the essentials of your business. Choose automation for a more efficient and better organised business.
Optimise your communication with email automation
Increase efficiency by automating the sending of confirmations, notifications and updates following specific actions, such as data registration. Fully personalise your emails and select recipients to maximise the impact of your messages. Integrate automatic reports to make your communications even more effective!
Create automated and customised reports
Automatically create custom reports for detailed documents in PDF, Word, or Excel after each visit or inspection. Kizeo Forms makes it simple to create custom reports, adding photos, location data, diagrams, and more. These reports are available immediately and can be easily shared with customers, suppliers or teams. This automation frees up your time to focus on the strategic aspects of your work.
Speed up data collection with automatic form filling
Boost the efficiency of your teams in the field by sending pre-filled forms directly to their mobile devices. Use our web input function, CSV or XLSX file import or our API to integrate your external corporate data. Automatic Push helps your teams focus on the information they need, speeding up data collection in the field.
Simplify your processes with Automatic Forms Transfer
With Kizeo Forms, you can optimise approval processes such as requests for leave or teleworking. This key function makes these processes fully automatic, ensuring smooth management by sending requests and responses directly to the people concerned. With forms automation, you can simplify request management and improve communication within your company.
Transform your workflows with Webhooks
Transform your workflow management with Kizeo Forms Webhooks. Make it easy to integrate forms into your business systems with Webhooks, which activate actions automatically when a form is sent. These automations make data management more fluid, enabling effortless notifications and database updates.
Automate data backup and organisation via Dropbox
Improve the management of your data by combining Kizeo Forms and Dropbox, for centralised and secure storage. Simplify the organisation of your documents and automatically choose export formats, while benefiting from automatic export of your attachments and media. Thanks to Kizeo Forms and Dropbox, you can enjoy secure access to your saved data.
Advantages
Increase your productivity with process automation software
Time saving
Eliminate repetitive tasks by automating forms and spend more time on priorities.
Data traceability
Ensure detailed monitoring of your collected data with an automatic backup system
Reduce errors
Optimise your data management and reduce errors for improved performance with our process automation software
How does it work?
Frequently asked questions about task automation with Kizeo Forms
Is Kizeo Forms suitable for complex processes or large volumes of data?
Yes, Kizeo Forms is perfectly suited to managing complex processes and large volumes of data. The software is designed for the creation of customised forms, automated data management and integration with other business systems. This enables large volumes of information to be processed efficiently and complex operational processes to be simplified. The solution is deployed within major groups in France and internationally.
How do I configure the sending of automated emails with Kizeo Forms?
To set up automated emailing with Kizeo Forms, you need to configure email scenarios from the Web Interface. You can define specific rules to trigger the automatic sending of emails based on certain events, such as the registration of a form. Customise the content of the email, the recipients, and attach reports or specific data from the form. This automation ensures fast, efficient communication with stakeholders.
What is the difference between Automatic Push and Automatic Transfer?
Yes, Kizeo Forms allows you to share forms you’ve created
Automatic Push allows forms to be pre-filled with specific external data to save time and avoid errors during data entry in the field. Automatic Transfer enables completed forms to be sent automatically to the appropriate recipients for processing or validation.
Automatic Push: This feature automates the pre-filling of forms with existing external data. For example, in the construction sector, a manager can use Automatic Push to send details of a site directly to an inspector’s inspection form. So when the inspector arrives on site, the form is already pre-filled with the necessary information, allowing him to concentrate solely on the inspection in hand.
Automatic Transfer: Automatic Transfer forwards completed forms to specific recipients for further action. This is useful for streamlining approval processes by sending requests directly to the relevant managers. For example, a leave request submitted via Kizeo Forms is immediately transferred to the employee’s manager for approval. The manager receives all the information needed to make a quick decision, and once the request has been approved or refused, the employee is informed of the status of the request, making the leave approval process faster and more transparent.
What types of files can I automatically integrate and save in Dropbox using Kizeo Forms?
With Kizeo Forms integration with Dropbox, you can save a variety of data collected via your forms. This includes PDFs, media, reports and attachments. This feature ensures that your data is organised efficiently and securely.
What is the functionality of webhooks in Kizeo Forms and how can this transform my workflows?
Webhooks in Kizeo Forms offer real-time integration with other systems. Kizeo Forms sends instant notifications when an event occurs in your forms. This improves the efficiency of the integration and responsiveness of your systems and also facilitates the automation of processes.
There are two main stages in configuring webhooks. Firstly, you define the communication method, the destination URL for the webhook and the header keys.
Next, you set the send conditions, which determine when a webhook is triggered. These conditions can include various states of the data, such as transfer, push reception, save, modify or delete. This custom configuration makes it easy to share information between Kizeo Forms and other systems, making your workflows smoother and more automated.
In short, webhooks are powerful tools in Kizeo Forms for automating and integrating data into your business. This can change the way you manage and process data.
