Connect one workflow across two separate organizations. Each keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going.
Watch the 2-minute video Talk to us about your workflowInvite the other business by email from Connected accounts.
They pick the form that receives your cases. Nothing else in their account is shared.
Match your questions to theirs. The page shows anything that won’t be passed along.
Each case arrives in their account automatically, and you see their progress on yours.
For example: an intake team and a law firm, a realtor and a home inspector, a contractor and a supplier, or two departments that run separate accounts. Either side can end the connection at any time.
There are other ways to work with outside businesses: inviting them into your portal or sheets, linking apps with a connector tool, or joining an industry network. Some form builders connect departments, but only inside one company’s account. Here’s how they stack up.
| Feature | All Purpose Forms | Formsite | Industry referral networks | Kissflow | Moxo | Smartsheet | Zapier and other connector tools |
|---|---|---|---|---|---|---|---|
| Each business keeps its own account, team and data | Yes. Two separate accounts, connected | Departments within one company | Within the network | Outside people use your portal | Outside people join your workspace by link | Guests work in your sheets | Each business keeps its own apps |
| You choose exactly which answers are shared | Question by question; untick anything on each send, or keep a question in-house for good | Linked forms, within your account | Set by the network | Not listed | Not listed | Share a whole sheet or report | You map each field |
| Cases are handed over automatically | When a form is sent in or its status changes | Between departments in your account | Yes | Yes | Yes | Within your own sheets | Yes |
| Both sides can follow how the case is going | Every business sees the whole chain, with messages, due dates, shared work totals and an alert at the top of every page when anything moves | Within your account | Status sent back | Through the portal | Yes | Guests see the shared sheet | Not built in |
| Connect without code or API keys | Find them in our directory or invite by email; they accept and pick their form | Yes | Joined through the network | Low-code | Yes | Yes | Logins or API keys for each app, kept running by you |
| Works for any kind of business | Yes | Yes | Each network serves one industry, such as healthcare or supply chain | Yes | Yes | Yes | Yes |
| Forms, website, payments, e-signing and CRM included | All in the same account | Forms and payments; website, e-signing and CRM not listed | Referrals only | Workflow apps; no website or CRM listed | Client portal and workflow; no website or CRM listed | Forms and sheets; no website or payments listed | Connects your other tools; each is paid for separately |
| Starting price | Custom plan. Ask us for a quote | Linked forms on Business plan and up | Quoted | About $2,500 a month, on a yearly contract | About $5,000 a year (Team plan, billed yearly) | $19 per person a month (Business, 3 or more people) | The connector’s fee, plus each business’s own tools |
Based on each company’s public product pages as of October 22, 2026. Moxo and Kissflow no longer publish their prices, so those figures are from published third-party price trackers and may differ from a quote. Industry referral networks include healthcare referral systems and supply-chain B2B networks. Plans, prices and features change, so check each company’s website for the latest. All trademarks belong to their owners.
Connected workflows come with the Custom plan. Tell us who you work with and how cases move between you, and we’ll help set it up.
Get in touch See the workflow videos