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  1. Formstack Sync
  2. Manage your Sync Integration
  3. Setting up Workflows

Setting up Workflows

  • Setting up Workflow Rules to Ensure Records Always Remain In Sync If they Already Exist in All Systems
  • Conditional Mapping: Using A Field on Another Object
  • How To Set Up Workflows For The First Time
  • How To Setup a Workflow That Says If a Record Exists in Both Systems It Should Sync
  • How to Disable a Workflow
  • How to Test Your Integration Using Workflows
  • Understanding and Implementing Workflow Logic
  • Do I Need to Have a Workflow?
  • Can I Use Commas in My Workflow Rules?
  • What Is a Workflow?
  • Helpful Tips on Setting up Workflows
  • What's the Difference Between Mapping Filters and Workflows?
  • Making Sure to Map Your Workflow Fields

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