Features / Forms & Requests
Forms & Requests · from the Team planForms that do the follow-up work for you
Build enquiry, work-request, complaint, onboarding or purchase-request forms with a simple field builder. Share a link or embed the form on your website. Each response is stored securely and can automatically create a lead, a task or an approval request.
The problem
- Enquiries arriving by message with missing details
- Requests that never become tracked work
- Collecting documents from clients by email
How it connects
- Responses feed CRM, tasks and approvals
- Automation rules can run on submission
What you can do
Field builder
Text, email, phone, number, date, dropdown, radio, checkbox and file upload fields.
Conditional fields
Show a field only when another answer matches.
Spam protection
Hidden honeypot fields, timing checks and rate limits — no annoying puzzles.
Automatic actions
Create a lead, task or approval from every submission.
Notifications
Notify chosen team members of new responses.
Export
Export responses to CSV.
Try a free tool first
No signup — see how it feels.
Questions
Can I embed a form on my own website?
Yes. Each published form has a share link and an embed code.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.