🤓 Quick start videos

Don’t have the time or inclination to get to grips with propform.io yourself? Discover Santino Giese’s setup package now.

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With this short video series, you’ll learn how to create your own web forms using propform.io, which are connected to onOffice via API.

0. Connecting onOffice API users

In this video, I’ll show you how to

create an onOffice API user & what permissions you should grant them in onOffice
store the API token and secret in propform.io,
assign an email address to the API user in onOffice,
enter the assigned email address on propform.io.

1. Create your first form

We’ll create an initial form with property and address fields. I’ll also show you how to establish a link between an address and a property (e.g. owner, tenant, buyer, etc.). Finally, we’ll convert the form into a multi-step form.

2. Edit form & fields

Before we look at activities, tasks and emails in the next video, I’ll show you a few more field and form settings. For example, how to add file upload fields to the form, change the labelling, or display fields side by side instead of one below the other.

3. Writing an activity, creating a task & sending emails after the form is submitted

We’ll configure the form so that an activity, task and email are created after the form is submitted.

4. Editing properties and addresses with forms

Forms can be used not only to create new property and address records in onOffice, but also to edit existing ones. Using URL parameters appended to the form link and the UUID of the address and/or property record, you can load onOffice records into the form to modify them using the form. I’ll also show you how to send form links via email to customers or colleagues, or how to save them as a link field in your onOffice address or property screen.

5. Chaining forms

Now that we know how to load existing records into a form, we can chain forms together.

6. Embedding forms on your own website using iFrames

Forms can also be integrated into your own website as an iFrame. In this video, I’ll show you how this works, for example, with a WordPress website.

7. Styling the form

We’ll spruce up the form by adding a background image, inserting a logo and favicon, and working with transparency and blur effects.

8. Automatically submit the form (Link Tracker & One-Click Actions)

I’ll show you how to update values in onOffice records or create activities with a single click on a form link. To do this, we’ll set the form to auto-submit and use the ‘Forced Values’ function for fields.

9. Add a signature field to the form

You can add onOffice file fields to the form as signature fields. Instead of a file upload field, a signature pad is then displayed. The signature is saved as a PNG in the onOffice field. Using the macro _dateipfadAdressfeld or _dateipfadObjektfeld, you can insert the signature into onOffice PDF templates to create documents with the signature included – e.g. tenant self-disclosure form, emergency service request, etc.

10. Creating AI texts with propform and chatGPT

With propform.io, you can also use ChatGPT, allowing forms to be used as AI text generators. The ‘Create AI text’ option is available in the form settings. In the first step, the ‘prompt’ or instruction for the AI is defined, and in the second step, you specify which field in onOffice the response should be saved to.