Software documentation for management, scheduling, and optimization of field operations

Connect Cadulis to Kizeo Forms


Kizeo Forms Overview

Site monitoring, work order, inventory, expense report. 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.

Prefill Your Kizeo Forms from Cadulis

On your activity type, add a Kizeo Forms: prefilled link field.

By specifying your Kizeo Forms form ID and the fields you want to prefill from Cadulis, a simple click on the activity record opens the correct form, prefilled with the right data!

Prefill your Kizeo Forms from Cadulis

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 is then sent by Kizeo Forms to Cadulis.