What Are Forms For
Forms allow you to collect data from clients and external users — without the need to log into the system. A form can be embedded on a website as a widget or shared via a direct link.
Use Cases
- Contact forms — collecting inquiries from clients
- Surveys and research — NPS, satisfaction ratings, multi-question surveys
- Ticket submission — accepting service requests or complaints
- Collecting client data — automatically creating CRM client cards
- Internal forms — collecting data from employees
Form Types
- Simple — standard form with text fields, dropdowns, and checkboxes
- Advanced — form with additional configuration options
- NPS — Net Promoter Score form
- Contact — ready-made contact form template
Field Types
- Text (string) — short text field
- Textarea (text) — multi-line text field
- Dropdown (select) — dropdown option list
- Radio — single selection from a list
- Checkbox — multiple selection
- Attachment — file upload
- Title — section header (does not collect data)
- Placeholder — descriptive text between fields
Mapping to Objects
Form results can be automatically mapped to system objects:
- CRM Client — form data creates or updates a client card
- Task — submission creates a task in the Organize module
- Email — result sent as an email message
Each form field can be assigned to a specific target field (e.g., “Email” field → client email).
Notifications
- Operator notification — email to a selected mailbox after each new submission
- Client confirmation — automatic email to the person who filled out the form (requires an email field and a configured mailbox)
- Confirmation content supports Liquid templates with form data
Embedding on a Page
A form can be embedded on a page via:
- JavaScript Widget — automatically generated script, the form loads in a container on the page
- Direct Link — public URL with a form token
Security
- Anti-spam — honeypot and fill-time control
- Field validation — required fields, email validation, digits, alphanumeric characters
- Active period — form active only within a specified date range
Related
- Form Widget for Websites — how to embed a form on a page
- Submissions — viewing and managing form results