NEW: Task approval workflows. Client or manager sign-off before work counts as done. See how NEW: Automations. If/then rules that assign, notify and chase for you. See how NEW: E-signatures. Route contracts through ordered signers with a full audit trail. Learn more NEW: Client portal 2.0. Action items, magic links and proofing for every client. Take a look NEW: Email-to-task, intake forms and docs. Work flows in; nothing gets lost. Read the docs
INTAKE FORMS

The front door for new work

Public forms that turn requests into tasks, tickets and leads, mapped, audited and auto-routed.

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The front door for new work

Build it with dropdowns

Add fields, mark what is required and map each one to the record: title, description, name, email, phone or extra info. Done in two minutes.

  • Text, email, phone, dropdown fields
  • Field mapping to records
  • Required-field validation
Build it with dropdowns

Submissions become work

A project request becomes a task in the right project. A bug report becomes a ticket with a requester. A landing-page enquiry becomes a lead.

  • Task, ticket or lead targets
  • Per-project task routing
  • Requesters created automatically
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QUALIFIED4
BBartholome KubAcme Studio$4,200
JJacklyn GleichnerBoyer Ltd$2,850
MMarcus DonnellyLarkin Co$7,100
OOkey BrownKreiger Group$1,940

Then automations take over

The form-submitted trigger flows into your rules: assign round robin, set priority, notify the owner. Intake to owned work, zero touches.

  • form_submitted automation trigger
  • Submission log with IP audit
  • Active/inactive toggle per form
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IN PROGRESS3
Website redesign sprintAJul 14
Client onboarding flowMJul 18
Q3 invoice batchSJul 21
DONE2
Brand asset libraryZJul 02
HR policy updateRJun 28

Everything in the box

Form builder
Public links
Creates tasks
Creates tickets
Creates leads
Auto-routing
Submission audit
Branded pages
FAQS

Common questions

What can a form submission create?

Each form targets one record type: a task (optionally in a specific project), a support ticket with a requester, or a CRM lead. Field values map onto the record automatically.

Do form visitors need an account?

No. Forms live on public links with your branding. Visitors fill required fields, submit and see a thank-you page; the record appears in your workspace instantly.

Can submissions be routed automatically?

Yes. The form-submitted trigger feeds the automation engine, so new submissions can be auto-assigned round robin, prioritized or escalated the moment they arrive.

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