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Forms Automation Software with Rules-Based Workflow (2026)

Last updated: April 2026

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102 software options

Connecteam logo
Category Leaders

Enhance employee management with the only all-in-one app

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An all-in-one forms automation app that's powerful, affordable, and easy to use, especially for the mobile workforce. Start for free!

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monday.com logo

Project management software

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Digitize your forms and turn responses into workflows easily with monday's no-code platform. Start easily with a pre-made template, and easily change, edit or add what you need to fit your workflow. Create your forms in minutes, and embed your form anywhere or share a link to get responses instantly

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Jotform logo
Category Leaders

Cloud-based form builder tool for digital forms.

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Jotform helps you create online forms and collect data, all without needing to write a single line of code.

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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Wrike logo

AI powered workflow management platform

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Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

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MaintainX logo

AI-driven maintenance & asset management platform

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MaintainX is an AI-powered maintenance and asset management software designed for industrial teams. The platform enables organizations to create and track work orders, manage preventive maintenance schedules, and monitor parts inventory across multiple sites. MaintainX integrates IoT sensors for real-time equipment monitoring and provides customizable reporting tools that transform operational data into actionable insights for reducing downtime and improving efficiency.

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Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 #1 free form builder used by over 12 million companies worldwide. External (website) and internal (requests) forms. Natively integrated with Bitrix24 CRM and form automation features.

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TrueContext logo

The field service workflow platform for the connected worker

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TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Pipefy logo

Cloud-based and AI-powered process orchestration platform

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Pipefy is a business process orchestration and automation platform that enables teams to digitize workflows using AI agents and no-code tools. The platform features customizable workflow builders, pre-built AI agents for various departments, and integration capabilities with enterprise messaging systems like WhatsApp, Teams, and Slack. It includes process management tools, custom forms and portals, analytics dashboards, and enterprise-grade security with regulatory compliance features.

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Formaloo logo
Category Leaders

Your Business Data OS

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Stop collecting data through boring forms. Start building apps & live presentations that actually engage your audience.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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GoFormz logo

Capture better data with digital forms

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Streamline your documentation with digital forms and workflows. Collect information using digital forms and instantly route forms and data to contacts and connected applications, like Salesforce and Box. Access forms in real-time, report across your data, and automate form sharing workflows.

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is the industry leader in helping businesses replace their inefficient paper forms and manual processes with customizable mobile apps.

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Cognito Forms logo
Category Leaders

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Automation Anywhere logo

RPA platform for automating businesses processes

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Automation Anywhere Enterprise is a robotic process automation (RPA) solution designed to help businesses across various industry verticals, such as BPO, financial services, healthcare, human resources, insurance, life sciences, & manufacturing optimize blended workforces to meet SLA demands.

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Zoho Forms logo
Category Leaders

Online form builder for mobile teams

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Zoho Forms is a cloud-based form builder tool designed for businesses that helps create, share forms, collect data, and automate workflows.

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123FormBuilder logo

Web forms: as easy as 1-2-3!

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123FormBuilder is the quickest solution for creating professional forms for both web and mobile. With its easy drag-and-drop form editor, you can build custom contact forms, surveys, registration forms, and order forms in minutes—right from your browser. No coding skills are needed.

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Square 9 logo
Category Leaders

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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DocuWare logo

Document management and workflow automation software

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DocuWare digitizes and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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Bizagi logo

Digital transformation & business process management (BPM)

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Bizagi is a business process management (BPM) solution which enables users to model, improve & execute business processes through a graphic environment. The cloud version of Bizagi offers automation and modeler services including tools for building, optimizing, and publishing dynamic workflows.

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onPhase logo

Accounts payable and document automation platform

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Our Web Forms solution makes it easy to create, deploy, use and manage electronic forms. Capture business-critical data without the hassle of paper.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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