Collaborate
Can I Do This with Fluix?
If it’s listed below, then YES!
Forms, Tasks &Â Documents
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Can I
design my own mobile-responsive forms from scratch?
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Can I
add conditional questions, i.e., a Yes/No question, and, depending on the answer, hide or show further questions?
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Can I
add multiple photos with comments?
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Can I
export completed forms as PDFs?
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Can I
use my existing fillable PDFs as forms?
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Can my team
use Fluix offline via mobile app?
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Can my team
get automatic reminders to complete their recurring forms and tasks?
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Can my team
add personal notes along with submitted forms?
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Can I
create a custom approval process for how forms are handled?
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Can I
send forms or custom-designed reports to my clients or others when a process is completed?
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Can I
design a fully automated process, with multiple forms and approvals required for different stages in the process?
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Can I
set up forms and tasks that only certain members of the team can see?
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Can I
archive a flattened PDF of each completed form to Sharepoint/ Dropbox/ Google Drive or other cloud software?
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Can I
send forms and tasks to my team to complete?
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Can I
use Fluix with external partners like customers and contractors with just a link, a text message, or a QR code?
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Can I
attach files, documents, and notes to forms and tasks?
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Can I
set up an unlimited number of forms for different processes with Fluix?
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Can I
apply conditional logic to automatically route forms for approval to different people based on some criteria?
Data, Reports &Â Integrations
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Can I
send data from completed forms to other software my team uses?
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Can I
use data from another source (like a CRM) to pre-fill a form?
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Can I
be sure Fluix is compliant with data protection security standards in order for us to connect our storage to it?
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Can I
see everything that’s happening in my account on a single screen or dashboard?
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Can I
pre-fill a form with data from another form that was submitted?
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Can I
use Fluix seamlessly with Zapier, Make, Workato, or other no-code and automation solutions?
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Can I
connect Power BI or Tableau so I can graph and chart our data?
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Can I
build custom reports, adding columns with the specific data?
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Can I
save report configurations with columns and filters?
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Can I
view the overall process duration time and compare how task performance has changed over a defined time period?
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Can I
track due dates and identify overdue tasks?
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Can I
open the forms participating in the workflows or reassign tasks directly from the report?
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Can I
share reports with a link or download them as CSV or Excel files?
Account Administration
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Can you
help me set up my processes in Fluix?
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Can I
connect Fluix to other systems like our CRM, Slack, etc.?
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Can I
use Fluix on iOS and Android devices?
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Can I
have a customer support manager assigned to me?
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Can I
separate each of my projects into different Fluix accounts?
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Can I
add/remove users at any time?
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Can I
trust my data’s security in Fluix?
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Can I
get rid of Docusign or Hellosign completely to use Fluix?
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Can I
maintain HIPAA compliance using Fluix?
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Can I
use our organization’s Single Sign-on?
EXPLORE FLUIX PLATFORM
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