{"id":13416,"date":"2025-12-29T13:07:25","date_gmt":"2025-12-29T13:07:25","guid":{"rendered":"https:\/\/www.kizeo-forms.com\/en\/?post_type=solution&p=13416"},"modified":"2025-12-30T10:56:49","modified_gmt":"2025-12-30T10:56:49","slug":"automating-tasks","status":"publish","type":"solution","link":"https:\/\/www.kizeo-forms.com\/en\/our-solution\/automate-and-connect\/automating-tasks\/","title":{"rendered":"Task automation"},"content":{"rendered":"\n
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Say goodbye to repetitive tasks<\/span> <\/h1>\n
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Your emails, transfers, reports and updates are executed automatically as soon as a form is submitted. Your teams save time and your data becomes more reliable \u2014 <\/span>no code, no complexity<\/b>.<\/span><\/p>\n <\/div>\n \n\n \n

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How does it work?<\/p>\n

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Choose the key actions you want to automate<\/h2>\n

Kizeo handles emails, reports, approvals or updates for you. <\/span>You simply choose <\/span>what<\/b> to automate and <\/span>when<\/b> it should be triggered.<\/span><\/p>\n<\/div>\n <\/div>\n

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Connect your business tools<\/h2>\n

Easily connect Kizeo Forms to your applications: CRM, ERP, messaging, storage. <\/span>Use our native multi-app integrator <\/span>Khub<\/b>, or standard integrations such as <\/span>Make, Zapier, Dropbox, API<\/b>, to automate updates from the field to your internal tools.<\/span><\/p>\n<\/div>\n <\/div>\n

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Your teams receive the right information at the right time<\/h2>\n

Forms can be pre-filled, sent for approval or exported as PDFs as soon as an action occurs. Everyone receives exactly what they need instantly.<\/span><\/p>\n<\/div>\n <\/div>\n

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Sectors<\/p><\/div>\n

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Automate your tasks, whatever your sector \ud83d\ude80<\/h2>\n

Task automation adapts to your business needs: automatic emails, approval transfers, instant reports, pre-filled forms\u2026 Discover how Kizeo Forms automates your operations according to your processes.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Automatic Emails<\/h3>\n
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Automate confirmations, notifications and updates <\/b>based on specific actions such as data submission.<\/p>\n

Customise your emails <\/b>and automatically send them to the right people<\/strong> with integrated reports.<\/p>\n<\/div>\n<\/div>\n <\/div>\n <\/div>\n

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Automatic Approvals<\/h3>\n
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Optimise your approval workflows thanks to <\/span>Automatic Transfer<\/b>: holiday requests, remote working, HR approvals, QHSE or purchasing processes.<\/span><\/p>\n

Each form is automatically sent to the right person based on your rules, and both requests and responses flow instantly for a fully autonomous workflow.<\/span><\/p>\n <\/div>\n <\/div>\n

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Automatic PDF, Word & Excel Reports<\/h3>\n
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Generate PDF, Word or Excel reports<\/strong> as soon as a form is submitted.<\/span><\/p>\n

Your documents are automatically created with photos, signatures, geolocation, tables or diagrams.<\/span><\/p>\n

Available instantly, they can be easily shared with teams, clients or suppliers.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Webhooks<\/h3>\n
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With Webhooks<\/strong>, your forms integrate automatically into your internal systems: CRM, ERP, Google Sheets, etc.<\/span><\/p>\n

When a form is submitted, data is transmitted in real time, triggering notifications, updates and instant database synchronisation for smoother processes.<\/span><\/p>\n <\/div>\n <\/div>\n

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Pre-filled Forms<\/h3>\n
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Feed your forms via CSV\/XLSX or API<\/strong> to send pre-filled forms to your teams.<\/span><\/p>\n

They only need to complete the essentials.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Dropbox<\/h3>\n
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Automatically store your data, photos and documents<\/strong> in Dropbox for centralised storage.<\/p>\n

Your files are organised, categorised and secured thanks to automatic export of attachments and media.<\/p>\n <\/div>\n <\/div>\n

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Advantages<\/p>\n

Boost your productivity by automating time-consuming tasks<\/h2>\n

Task automation removes repetitive steps and streamlines your processes. Your teams work faster, your data becomes more reliable, and your entire organisation runs more smoothly.<\/span><\/p>\n<\/div>\n

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Save valuable time<\/p>\n

Emails, transfers, reports and updates run automatically, allowing your teams to focus on priorities.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Improve data reliability <\/p>\n

Your data synchronises automatically with your internal tools, reducing human error and ensuring perfect traceability.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n

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Reduce errors<\/p>\n

Let automation protect your data. Automated tasks ensure accurate, consistent and error-free information.<\/span><\/p>\n<\/div>\n <\/div>\n <\/div>\n <\/div>\n \n Ready to save time?<\/span>\n <\/span>\n <\/a>\n <\/div>\n

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Automation made accessible to everyone<\/h2>\n

Connect Kizeo Forms to <\/span>200+ applications<\/b> using our native multi-app integrator!<\/span><\/p>\n

Fully integrated into Kizeo Forms, it allows you to create automated workflows with all your internal tools in just minutes: CRM, ERP, Google Sheets, Teams, messaging, storage\u2026<\/span><\/p>\n

Each time a form is submitted, actions are triggered automatically \u2014 <\/span>no code, no external tools, no complexity<\/b>.<\/span><\/p>\n<\/div>\n Activate Multi-App Integration <\/span> <\/span><\/a>\n <\/div>\n <\/div>\n <\/div>\n<\/div>\n\n\n

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4,500+ companies trust Kizeo Forms<\/p>\n

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4,500+ companies trust Kizeo Forms<\/p>\n

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Frequently Asked Questions about task automation with Kizeo Forms<\/h2>\n
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What is task automation in Kizeo Forms? <\/span><\/p>\n

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Task automation triggers actions automatically after a form is submitted or modified: email sending, report generation, CRM updates, ticket creation, form transfers, file storage\u2026<\/span>
\n<\/span> You save time, reduce errors and streamline your processes effortlessly.<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n

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Does task automation require technical skills? <\/span><\/p>\n

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Not at all. Everything is configured using simple menus: triggers, conditions and actions.<\/span>
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Is Kizeo Forms suitable for complex processes or large data volumes? <\/span><\/p>\n

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Yes.<\/strong> Kizeo Forms is designed to handle complex processes and large volumes of data.<\/span>
\n<\/span> It supports custom form creation, automated data management and integration with other enterprise systems \u2014 ideal for simplifying complex operational workflows.<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n

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How do I configure automated email sending with Kizeo Forms? <\/span><\/p>\n

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Automated emails are set up from the Web Interface.<\/span>
\n<\/span> You define the rules that trigger emails based on specific events, such as form submission.<\/span>
\n<\/span> Customise your email content, recipients and attach reports or specific form data.<\/span>
\n<\/span> This ensures fast, efficient communication with all stakeholders.<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n

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What types of files can be saved automatically in Dropbox through Kizeo Forms? <\/span><\/p>\n

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You can save a variety of data collected via forms, including PDFs, media, reports and attachments \u2014 ensuring efficient, secure organisation of your files.<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n

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Is form automation secure? <\/span><\/p>\n

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Yes. All data is secure, stored in France and processed according to <\/span>GDPR standards<\/b>.<\/span>
\n<\/span> You control all permissions, transmissions and the traceability of each automated action.<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n

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Can I test automation for free? <\/span><\/p>\n

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Yes. You can test all automation features during the <\/span>15-day free trial<\/b> (no commitment, no credit card).<\/span><\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n

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Functionalities <\/p>\n \n <\/div>\n\n

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Multi-app integration<\/p>\n <\/div>\n

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BI connector<\/p>\n <\/div>\n

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AI-assisted data entry<\/p>\n <\/div>\n

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AI form builder<\/p>\n <\/div>\n

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API<\/p>\n <\/div>\n

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Automated reports<\/p>\n <\/div>\n

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Offline data collection<\/p>\n <\/div>\n

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Custom forms<\/p>\n <\/div>\n <\/div>\n <\/div>\n

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Connect Kizeo Forms to 200+ apps without knowing how to code<\/h3>\n
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Link Kizeo Forms to 200+ applications<\/strong> in just a few clicks and let your data flow automatically:<\/p>\n