Forms

Start an automation with the details you need, already structured.

See it in action
Collect the request. Then put it to work.

Publish an intake form at a public URL or use one with your team. Each submission starts an automation that can validate the information, route the request, and create or update records in your PSA.

What you can do

Public and internal intake

Give customers and staff a clear way to send structured requests instead of piecing together the details from an email.

Your workflow after submission

Use the same automation actions and routing rules available to your other trigger modules.

Request revisions

Ask for corrections when a submission needs more detail before the work proceeds.

From submission to service desk

A customer submits a service request. Your form captures the right details, the automation finds the customer in your PSA, and a ticket is created with the information your team needs.

Put Forms to work

Talk with us about the automation you want to build.