Hi Bader,
Gravity Flow has got you covered!
- For mapping data between forms, check out our Form Connector Update Fields step type.
- For only showing certain fields of a form to different user/role types as they perform their tasks, the User Input step gives you control over editable or displayable fields.
- You could also make use of an approval step for the customer to approve the entry before it sends on to your 3rd party systems.
When you add in conditional logic (on confirmation messages to display to customer/partner, expiration of steps (if the customer does not approve within X days?), you can pull together a robust system quite quickly. Here’s a video walkthrough I put together covering the plan/tutorial for most of what you’re after.
Cheers,
Jamie