Forms and templates · Standard

Forms whose answers become records.

A drag-and-drop builder with validation and conditional fields, templates for standalone forms, lists and hierarchical trees, and submissions that land as records you can search, link to tasks and start an automation from.

Start for free Browse form templatesPublic forms with Turnstile spam protection

Forms · Builder

Field types

TextText areaEmailDropdownMulti-selectCheckboxTri-stateDate & timeNumberRelationFileSignature

Customer intakeTell us about your project. We reply within one working day.

Full nameEmail addressDepartment▾+ drop a field here

Department · dropdownRequiredOptions: Product, Finance, Sales, SupportValidationShow “Budget” when Department = SalesOn submitStart flow · Notify sales rep

Submissions · this week38Each one is a record: searchable, linkable, can trigger a flow.

StandaloneCustomer feedback9 fields · 212 responses

ListEquipment registryTable view · 64 records

TreeOrg chart3 levels · 25 people

Templates

Standalone, list or tree.

Standalone forms for surveys, feedback and one-off collection. List templates for registries, inventories and directories with table views. Tree templates for org charts, category trees and reporting lines.

Hierarchical templates with parent-child records
Records appear in search and in the assistant's context
Attach records to tasks, goals and documents

Automation

A submission can start a flow.

Form submitted is a trigger in the automations builder. Route a lead to the CRM, create an onboarding task, send a WhatsApp confirmation, or ask a person to approve before anything is created.

Trigger · EventForm submittedCustomer intake

Logic · ConditionDepartment = Sales

Action · KlaroraCreate opportunityCRM · owner: Sanne

Human · ApprovalNotify sales repWhatsApp · after approval

Questions

Can people outside the workspace fill a form?+

Yes. Public forms work without an account and are protected by honeypot, timing and Turnstile checks.

Where do the answers go?+

Into records on the form's template. They are searchable, can be linked to tasks and docs, and are available to flows and the assistant.

Set up your workspace in ten minutes.

Invite the team, import what you have, and turn on only the modules you need.

Start for free Book a demo