Documentation

Connect Cadulis to Kizeo Forms


Kizeo Forms Overview

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.

Pre-fill Your Kizeo Forms from Cadulis

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!

Pre-fill your Kizeo Forms

Receive Your Kizeo Forms in Cadulis

Reception in Cadulis

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.

Sending 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.