For many teams, eForms Mobile is the place where operational work happens. Forms are completed, documents are captured, and critical information flows in from the field.

But once that data is collected, things can start to feel a little fragmented.

Creating dashboards, identifying trends, or triggering automations like “If X happens in a Form, check Y in Salesforce, then send Z to an API” has often meant exporting data or relying on external tools like Power BI or Zapier.

While these tools are powerful, they introduce friction. Data moves between systems, workflows become harder to manage, and insights take longer to surface.Our vision is to remove that friction and allow teams to operate, integrate, and analyse their operational data in one place.

Sync & Distill

To bring this vision to life, we’re introducing two powerful new add-ons to the eForms Mobile platform: Sync and Distill.

Each add-on solves a different part of the operational data challenge.

Sync handles the movement and automation of data across systems.

Distill brings structure and clarity to the information you collect.

Together, they allow you to automate workflows, understand your data, and take action without leaving eForms Mobile.

Sync: The Glue

Sync is a no-code automation engine built directly into eForms Mobile.

It allows you to create powerful workflows that move and transform data across eForms Mobile and your external systems. Instead of relying on multiple tools to manage integrations and logic, Sync gives you the ability to build these automations directly inside the platform.

With Sync you can:

• Trigger workflows based on events in eForms Mobile
• Move or transform data between systems
• Connect with external APIs and services
• Automate complex operational processes

In short, Sync becomes the glue that connects your operational data with the rest of your technology stack.

Looking ahead, Sync will also include AI-powered actions, allowing workflows to make intelligent decisions and handle more complex scenarios automatically.

Distill: Bringing Clarity to Your Data

While Sync focuses on movement and automation, Distill focuses on understanding your data.

Distill allows you to organise raw operational data into structured datasets that can be queried, analysed, and visualised through dashboards directly inside eForms Mobile.

Instead of exporting data to external analytics tools just to understand what is happening in your operations, Distill allows you to explore that information where the data already lives.

With Distill you can:

• Organise raw data into structured datasets
• Query operational information
• Build visual dashboards to monitor activity
• Combine data from multiple sources

Distill will also introduce AI indexing, allowing users to ask questions about uploaded files, documents, and operational data in natural language.

This makes it possible to surface insights from your data faster and with far less effort.

An Intelligent Engine for Operational Data

Together, Sync and Distill represent the next evolution of the eForms Mobile platform.

Sync moves and orchestrates data across systems.
Distill structures and analyses that data.

Combined with emerging AI capabilities, these modules transform eForms Mobile into an intelligent operational engine that can collect, process, understand, and act on your data while your business is in motion.

Whether you’re automating routine workflows, exploring operational trends, or surfacing answers from your data, eForms Mobile will increasingly become the place where that work happens.

Rolling Out Soon

Sync and Distill will begin rolling out soon.

Over the coming weeks, we’ll be sharing documentation, examples, and videos showing how these modules can be used in real-world scenarios.



Stay tuned as we continue building the next evolution of eForms Mobile.