Site monitoring, work orders, inventory reports, expense notes. Kizeo Forms digitizes all your business processes with ease.
Cadulis allows you to enter your configurable forms, but if you prefer to enter information in Kizeo Forms, you can still link both systems.
On your activity type, add a Kizeo Forms: pre-filled link
field.
By specifying your Kizeo Forms form ID and the fields you want to pre-fill from Cadulis, a simple click on the activity record opens the correct form, already filled with the right data!
In Settings > External Access
, create a Kizeo Forms external access.
You can finely tune the actions you want to perform when receiving data from Kizeo Forms.
On your Kizeo Forms interface, configure a webhook
to send data for each submitted form: the data will then be sent by Kizeo Forms to Cadulis.