Creating a Form

Overview

Forms collect input from users and can trigger workflows when submitted. You build the form in the form editor and optionally link it to a workflow with a Form trigger.

Steps

1. Go to Forms and create a new form. Give it a name and choose a theme if needed.
2. Add fields (text, number, select, etc.) and configure validation.
3. Embed the form using the provided link or embed code, or use it in your app.
4. Optional: Create a workflow with a Form trigger and select this form. When someone submits, the workflow runs with the submission data.

Form submissions are stored and visible in the dashboard; you can also access them from workflow runs.

Real-world example: contact form → team email + log

1. Build a form with name, email, and message fields (mark them required).
2. Create a workflow with a Form trigger pointed at this form.
3. Task 1 · Platform tool (email) — email the submission to your team inbox.
4. Task 2 · Platform tool (sheet / CRM) — append the submission to a Data Sheet or your CRM so you have a searchable log.

Share the form's public link (or embed it). Every submission now both notifies the team and is recorded — no inbox-only black hole.

Next steps

• Form Field Types and Submission – Supported field types and how submission works.
• Embedding and Sharing Forms – Public links, embeds, and password protection.
• Form Themes and Customization – Customize the look of your forms.