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Description
Easily design online forms equipped with workflows, sub-forms, conditional logic, duplicate detection mechanisms, multi-level selection, lookups, tabs, and accordions. You can also establish views and filters to analyze the responses utilizing charts or pivot grids, all of which can be showcased in dynamic dashboards. Automate the generation of documents through Captisa Word Template, send PDF files as email attachments, and download either PDF or Word formats. Additionally, produce various custom PDF or Word documents from a single form or related forms. Set up automated actions within workflows that trigger when an entry is submitted or modified, ensuring emails are dispatched to different departments within your organization while enabling field entry updates. It is crucial to uphold your data's integrity by creating duplicate detection rules to minimize repeated records in your form submissions. Furthermore, you can establish form rules and recommendations that allow for the application of conditional logic without the need for coding, as these rules provide a user-friendly interface to implement and manage frequently changing and widely used protocols. This flexibility not only enhances the user experience but also streamlines the data management process significantly.
Description
PiSrc Formation enhances AEM's built-in form components by introducing a sophisticated connector and field mapping functionality, allowing content creators to effortlessly enable user sign-ups for additional information, mailing list subscriptions, and sales inquiries. The connector also improves essential features like form validation and alert notifications through its enhanced field validation capabilities. We have already completed the complex task of integrating with various third-party APIs, making it easier for users to implement solutions. Whether you require a straightforward, ready-to-use option or aim to develop something more tailored, PiSrc Formation serves as an excellent starting point for your needs. If you don't see your preferred integration platform among the options listed, please reach out to us, and we will explore the possibility of adding support for it. The user-friendly field mapping tool comes pre-configured with default mappings for supported platforms, ensuring seamless lead capturing across these systems. Additionally, users can incorporate custom fields to gather further lead information, thereby enhancing their data collection efforts. This flexibility makes PiSrc Formation a versatile choice for businesses looking to optimize their form handling capabilities.
API Access
Has API
API Access
Has API
Integrations
Adobe Campaign
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Salesforce Marketing Cloud Account Engagement
Integrations
Adobe Campaign
Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Salesforce
Salesforce Marketing Cloud Account Engagement
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Vendor Details
Company Name
PiSrc
Founded
2018
Country
United States
Website
www.pisrc.com/products/formation
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Lead Capture
Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
