Form Builder & Workflows
We're building powerful form creation and workflow automation tools to help you streamline client interactions and internal processes. This feature is currently in development.
🚧 Under Development
Our team is actively working on this feature. We're focusing on creating an intuitive, drag-and-drop form builder with powerful workflow automation capabilities.
Expected completion: Q1 2026
What We're Building
Here's what the Form Builder & Workflows feature will include when it launches:
Drag & Drop Form Builder
Create custom forms with an intuitive drag-and-drop interface - no coding required.
Workflow Automation
Automate approval processes, notifications, and data routing based on form submissions.
Conditional Logic
Create smart forms that show/hide fields and change behavior based on user responses.
Integration Hub
Connect forms to your existing tools and databases for seamless data flow.
Template Library
Pre-built form templates for common MSP use cases like onboarding, support requests, and surveys.
Analytics & Reporting
Track form performance, completion rates, and user engagement with detailed analytics.
Perfect For MSPs
These are just some of the ways MSPs will use our Form Builder & Workflows:
Client Onboarding
Streamline new client setup with automated forms that collect all necessary information and trigger the appropriate onboarding workflows.
- • Company information collection
- • Service requirements assessment
- • Document uploads
- • Automated welcome sequences
Support Request Management
Create intelligent support forms that automatically categorize and route requests to the right team members based on issue type and priority.
- • Issue categorization
- • Priority assessment
- • Automatic routing
- • SLA tracking
Project Intake
Capture project requirements and automatically create project records with proper resource allocation and timeline planning.
- • Project scope definition
- • Resource requirements
- • Timeline estimation
- • Approval workflows
Client Feedback & Surveys
Gather client satisfaction data and feedback through customizable surveys that integrate with your CRM and reporting systems.
- • Satisfaction surveys
- • Service quality assessments
- • Improvement suggestions
- • Automated follow-ups