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Looking for some use cases working with 3rd. party vendors without a license

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Level 2

Hoping the community can help me with sharing any use cases for 3rd. party workflows in a marketing scenario.

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Employee

Hi @DonnaBr4

 

Thank you for your question! Our customers often use a combination of external forms, automated workflows (eg. Workfront Fusion), and integrations when working with third party vendors who do not have a Workfront license. 

 

Do these third party vendors have a Workfront account at all? If they do, you can configure a request queue in Workfront and enable request intake via email. That way the vendor can send an email to the queue and have it automatically create a request in Workfront, which can follow a certain path through the use of queue topics, topics groups and routing rules. 

 

If the vendors don't have a Workfront account, one approach to this using a Fusion scenario is below:

 

  1. Use an external form (eg. Google Forms, Microsoft Forms, Jotform)
  2. Connect it to Workfront via Workfront Fusion or API 
  3. When a vendor submits the form, Fusion/API creates a request in Workfront

 

Enable users to email an issue into a Request Queue project

Workfront Fusion Overview

 

- Monica