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Soft Expert Forms

The Soft Expert Forms node allows you to automate work in Soft Expert Forms, and integrate Soft Expert Forms with other applications. Robbot Automation has built-in support for a wide range of Soft Expert Forms credentials.

On this page, you'll find a list of operations the Soft Expert Forms node supports and links to more resources.

!!! note "Credentials" Refer to Soft Expert Forms credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Soft Expert Forms list.

Basic Operations​

  • New Table Record
    • User Id
    • Table Id
    • Table Field List
    • Relationship List
    • Table Field File List
    • Related To
  • Get Table Record
    • Table Id
    • Table Field List
    • Pagination

Example Usage​

This workflow allows you to create a new task in Soft Expert Forms. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Soft Expert Forms node​

  1. First of all, you'll have to enter credentials for the Soft Expert Forms node. You can find out how to do that here.
  2. Select Your Operation From the Operation dropdown list.
  3. Enter the name of the task in the Name field.
  4. Click on Save to run the workflow.