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Can I Do This with Fluix?

If it’s listed below, then YES!

Forms, Tasks
& Documents

Yes, you can

  • Can I

     

    design my own forms from scratch?

  • Can I

     

    use my existing fillable PDFs as forms?

  • Can my team

     

    use Fluix offline via mobile app?

  • Can my team

     

    get automatic reminders to complete their recurring forms and tasks?

  • Can my team

     

    add personal notes along with submitted forms?

  • Can I

     

    easily capture and send photos?

  • Can I

     

    create a custom approval process for how forms are handled?

  • Can I

     

    send forms or custom-designed reports to my clients or others when a process is completed?

  • Can I

     

    attach different files to tasks in workflows?

  • Can I

     

    design a fully automated process, with multiple forms and approvals required for different stages in the process?

  • Can I

     

    set up forms and tasks that only certain members of the team can see?

  • Can I

     

    archive a flattened PDF of each completed form to Sharepoint/ Dropbox/Google Drive or other cloud software?

  • Can I

     

    send forms and tasks to my team to complete?

  • Can I

     

    use Fluix with external partners like customers and contractors with just a link, a text message, or a QR code?

  • Can I

     

    attach files, documents, and notes to forms and tasks?

  • Can I

     

    set up an unlimited number of forms for different processes with Fluix?

  • Can I

     

    apply conditional logic to automatically route forms for approval to different people based on some criteria?

Data, Reports
& Integrations

Yes, you can

  • Can I

     

    send data from completed forms to other software my team uses?

  • Can I

     

    use data from another source (like a CRM) to pre-fill a form?

  • Can I

     

    be sure Fluix is compliant with data protection security standards in order for us to connect our storage to it?

  • Can I

     

    see everything that’s happening in my account on a single screen or dashboard?

  • Can I

     

    pre-fill a form with data from another form that was submitted?

  • Can I

     

    use Fluix seamlessly with Zapier, Make, Workato, or other no-code and automation solutions?

  • Can I

     

    connect Power BI or Tableau so I can graph and chart our data?

Account
Administration

Yes, you can

  • Can you

     

    help me set up my processes in Fluix?

  • Can I

     

    connect Fluix to other systems like our CRM, Slack, etc.?

  • Can I

     

    use Fluix on iOS and Android devices?

  • Can I

     

    have a customer support manager assigned to me?

  • Can I

     

    separate each of my projects into different Fluix accounts?

  • Can I

     

    add/remove users at any time?

  • Can I

     

    trust my data’s security in Fluix?

  • Can I

     

    get rid of Docusign or Hellosign completely to use Fluix?

  • Can I

     

    maintain HIPAA compliance using Fluix?

  • Can I

     

    use our organization’s Single Sign-on?

Got a Question That’s not Listed?

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