Diamond workflow tools

Almost every company has activities and processes that require manual transfer of information from one system to another, sometimes paper forms are even completely retyped. With Diamond's workflow and automation tools, time consuming work like this is a thing of the past.

Automate your business processes with workflow

Diamond offers advanced features for managing complex workflows. All kinds of processes are automated with digital forms. You can easily set up follow-ups per form and relationship and manage checks on entered data. Diamond's email actions and links are fully customizable, so you can fine-tune your organization's workflows to meet your needs.

Set up automatic mail actions that start after your relation has sent the form.
Set reminders to give relations a chance to complete the form on time.
Have form data retrieved and written to your own systems and databases.
Set up automatic checks and validations on form data.

Diamond flawlessly integrates all processes and makes maximum use of data, making your work processes easy, error-free, fast and safe.

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Digital sign

Diamond makes it possible to digitally sign forms such as agreements, policies and quotations with one click, in a legally sound manner. Shorten your processing time and make things even easier for your relationship.

Check out the electric signature options on the e-sign page

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Online payments

Allow online payments in your online forms with Diamond, so you can process agreements even faster. Diamond can be linked to all well-known online payment providers such as Mollie Buckaroo & Ogone.

View all of Diamond's payment providers and other integrations on the integrations page

Functionalities

Workflow possibilities

With Diamond's extensive functions, automating processes is arranged in a few simple steps. Check out Diamond's exceptional workflow features.

Data exchange with other software

The possibilities to connect to external sources when retrieving or writing back data are endless. Store data entered by the form user in your own systems and pre-load form fields and show calculations by connecting to internal and external databases, Excel sheets and APIs. You can specify in detail when data actions should be performed, making you fully in control.

View all integration options

Excel formulas and files for complex calculations

Use your own familiar Excel formulas. Even go a step further and integrate an existing Excel file with all the necessary formulas to link the calculations and lists to your form. Every new Excel upload is automatically updated in the form.

Define automatic escalation rules

Set rules in advance and automatically escalate them when the criteria defined are met. You can define criteria for the escalation yourself and set the escalation actions that need to be carried out whenever an escalation action is triggered.

Transform data directly into the desired writing format

Transform entered data into the correct format for your organization when leaving a form field. Apply various pre-set transformations like uppercase conversion, postal codes and (inter) national telephone numbers. And in addition, define your own transformations using regular expressions.

Flexible routing after completion

After completing a form, you can set up the routing to your relations or employees in an intelligent way. Make the actions to be performed dependent on the answers given to the questions and use the answers as parameters in e-mail and document texts.

Integrated contact management

With the integrated contact management tool, you can add contacts and send them invitations for personal forms in their preferred language. In addition, after completing a form, a new contact can be created in addition to the response. You can then approach this new relationship with personal invitations, in his preferred language, with pre-entered data.

Integrate processes and make optimal use of data

With the Diamond data connector you can connect to your own internal and external systems in no time. And with Diamond's own API you can automatically create and send forms from your own environment. This way you can link everything together quickly and easily. Diamond can be linked to almost all databases and applications. And because of the flexible design, a new link can be configured quickly. The Diamond team is happy to help you with the connections that realize straight through processing for your company. Diamond can be paired with:

Back office software
Insurance platforms
External data sources
Payment providers
Authentication and signing tools.

Talk to a specialist

Switching to new forms software is not something you do overnight.
That's why we offer the opportunity to experience our all-in-one forms solution first.
Curious about what we can do for you? Request your personal demo of 30 to 60 minutes.
We will contact you within 1 working day to schedule the demo.

Online demo