Forms by Workload

3 articles

Create Patient Intake Forms & Sync with DrChrono 🩺

If your clinic still relies on paper forms or clunky PDFs, it’s time to upgrade. With Workload, you can create patient intake forms using a drag-and-drop builder—then send those form responses directly into DrChrono as new patient records, automatically. No more printing, scanning, or retyping details into your EHR system. Each form captures essential information …

Route Custom Form Responses to Any App 🔀

With the Forms by Workload trigger, you can build a custom form directly inside your workflow. You don’t need extra tools or outside apps. This guide shows you how to route custom form responses to any app—without writing code. In this example, you’ll route each response to Google Sheets, Slack, and Gmail. But that’s just …

Easily Create Custom Business Forms in Minutes ⏱️

The last time your team ran a customer survey, the form looked off-brand. People submitted responses in different formats. Follow-up tasks slipped through the cracks. You need a faster, cleaner way to create custom business forms that work for your team—not against it. Workload gives you a simple, no-code form builder right inside your automation. …