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Description
Easily design online forms equipped with workflows, sub-forms, conditional logic, duplicate detection mechanisms, multi-level selection, lookups, tabs, and accordions. You can also establish views and filters to analyze the responses utilizing charts or pivot grids, all of which can be showcased in dynamic dashboards. Automate the generation of documents through Captisa Word Template, send PDF files as email attachments, and download either PDF or Word formats. Additionally, produce various custom PDF or Word documents from a single form or related forms. Set up automated actions within workflows that trigger when an entry is submitted or modified, ensuring emails are dispatched to different departments within your organization while enabling field entry updates. It is crucial to uphold your data's integrity by creating duplicate detection rules to minimize repeated records in your form submissions. Furthermore, you can establish form rules and recommendations that allow for the application of conditional logic without the need for coding, as these rules provide a user-friendly interface to implement and manage frequently changing and widely used protocols. This flexibility not only enhances the user experience but also streamlines the data management process significantly.
Description
PiSrc Formation enhances AEM's built-in form components by introducing a sophisticated connector and field mapping functionality, allowing content creators to effortlessly enable user sign-ups for additional information, mailing list subscriptions, and sales inquiries. The connector also improves essential features like form validation and alert notifications through its enhanced field validation capabilities. We have already completed the complex task of integrating with various third-party APIs, making it easier for users to implement solutions. Whether you require a straightforward, ready-to-use option or aim to develop something more tailored, PiSrc Formation serves as an excellent starting point for your needs. If you don't see your preferred integration platform among the options listed, please reach out to us, and we will explore the possibility of adding support for it. The user-friendly field mapping tool comes pre-configured with default mappings for supported platforms, ensuring seamless lead capturing across these systems. Additionally, users can incorporate custom fields to gather further lead information, thereby enhancing their data collection efforts. This flexibility makes PiSrc Formation a versatile choice for businesses looking to optimize their form handling capabilities.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Adobe Campaign
No
Adobe Marketo Engage
No
HubSpot CRM
No
HubSpot Customer Platform
No
Mailchimp
No
Salesforce
No
Salesforce Marketing Cloud Account Engagement
No
Integrations
Adobe Campaign
Yes
Adobe Marketo Engage
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Mailchimp
Yes
Salesforce
Yes
Salesforce Marketing Cloud Account Engagement
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Captisa
Country
United States
Website
captisa.com
Vendor Details
Company Name
PiSrc
Founded
2018
Country
United States
Website
www.pisrc.com/products/formation
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
Yes
Document Indexing
No
Drag & Drop
Yes
Full Text Search
No
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Lead Capture
Business Card / Badge Scanning
No
Dashboard
No
Data Extraction
No
Lead Distribution
No
Lead Notifications
No
Lead Nurturing
No
Lead Qualification
No
Lead Scoring
No
Online Forms
No
Online Form Builders
Artificial Intelligence
No
Assign Roles / Permissions
No
Collaboration Tools
No
Conversational Forms
No
Data Tables
No
Drag & Drop / No Code
No
Export to PDF
No
HIPAA Compliant
No
Import Existing Forms
No
Mobile Forms
No
Offline Forms
No
Pre-made Templates
No
Quizzes / Questionnaires
No
Reporting / Data Visualization
No
Signup Forms
No
Surveys
No
