Codeless data mapping
Integrate data sources without any customised development and map entities to form fields and documents to personalise customer experiences and automate application processing across your brand.
Reduce errors and effort by pre-filling forms with data from back-end systems like CRM and ERP and then posting submission data back to your back-end system. Data pickers and mobile device features, like an ID barcode scanner to automatically populate data, also reduce keystrokes and customer effort.
Filling in forms is time consuming. And it’s easy to make mistakes. But you need customers to complete forms and input the correct information. If they don’t, you end up with poor quality data and must spend valuable time fixing errors.
The auto form fill feature uses data from your back-end data systems and populates certain fields for forms. Customers have fewer fields to complete, which is especially important for mobile users. With fewer fields for customers to manually fill in, you increase form completion rates and reduce data errors.
Integrate back-end systems
Populate fields from systems such as CRM and ERP, regardless of vendor. And integrate with back-end systems through protocols like SOAP, REST, Odata and more.
Easy-to-use visual interface
Drag and drop data fields to prefill within the adaptive form interface.
Post submission data
Submit data from forms directly to source-of-truth systems to reduce errors and administrative burden associated with re-keying data.
Mobile device features
Allow customers to scan an ID barcode and automatically populate fields like name, address, date of birth and more.
See how you can ease the customer experience by simplifying form filling while maintaining compliance in our tutorial video.
Learn how to use the auto form fill feature in our Help section.
Integrate data sources without any customised development and map entities to form fields and documents to personalise customer experiences and automate application processing across your brand.
Let specific users across multiple forms and documents create, approve and publish reusable fragments — like an address block or legal disclaimer — to ensure compliance.
Our out-of-the-box connectors connect to RDBMS (MySQL, SQL Server, Oracle), Microsoft Dynamics and other back-end systems and they use common protocols like OData, Swagger 2.0 Rest or SOAP connect to just about anything.