Form Builder-1

Form Builder

Ditch the data relay. Build forms that trigger workflows the moment they’re submitted.

Dynamic forms work smarter not harder

Dynamic forms for any request

No more chasing details or decoding client requests. Just build, connect, and let your workflow do the talking.

Forms that flex with every client

Build dynamic, customizable forms that empower clients to self-service requests and trigger automation instantly.


Customizable fields

Fine-tune every field to match each client’s process or your internal workflow.
Configurable input options for form flelds

Dynamic logic

Pull live data from your PSA, RMM, or other connected tools to keep options up to date.
Real-time data population

Client self-service

Let clients launch requests, submit updates, and kick off workflows without waiting on tickets.
Portal-based request submission for client self service

Seamless delivery

Share a link, embed forms in your portal, or post them on your website — no logins required.
Multi-channel form distribution delivers

Form Builder FAQs

The questions we hear most often. Still have more? We're here to help.

Setup and support resources
Rapid deployment demonstration

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See how dynamic forms trigger updates across your stack automatically.