Forms for marketing agencies

See the flow.
Deliver the outcome.

Build the questions, branches and follow-up actions in one visible workflow. Give each client a form that fits the way their business works.

Start buildingFollow the workflow
Example: project enquiryBranched form
Synthetic project enquiry canvas: project details branch to a consultation or a quote, then reach separate endings.
A real canvas rendered with synthetic example data. Open the full canvas

01 / After the answer

The submission starts the next piece of work.

Collect details, route the respondent, and add payment or signature steps where needed. Connect the completed form to the tools your client already uses.

Submission receivedConfigured actions run in order
  1. 01

    Raise an invoice

    Xero

  2. 02

    Create an order

    WooCommerce

  3. 03

    Update the contact

    HubSpot

  4. 04

    Generate a document

    PDF or DOCX

  5. 05

    Record the outcome

    Conversion goal

An example workflow. Choose the actions each client needs and connect the required provider accounts. Review delivery status and retry eligible failures from the form’s results.

02 / Your client portfolio

One agency. A distinct workspace for every client.

Keep each client’s forms, branding and integration connections in their own context. Give your team the access they need and share selected work through the client portal.

Your agency

Client A

  • Forms and branding
  • Connected accounts
  • Responses and outcomes
Portal access for this client

Client B

  • Forms and branding
  • Connected accounts
  • Responses and outcomes
Portal access for this client
Agency members work across authorized clients. Portal users see content shared with their client. Tenant access is enforced through database row-level security.

03 / Before publication

Find the broken connection while it is still a draft.

Publish checks flag graph and configuration problems, including missing endings and invalid conditions. A named issue takes the author back to the relevant node.

The builder validation banner identifies a missing connection before publication.

04 / Start small

A contact form can stay a contact form.

Start with a straight path: name, email, project and message. Add branches and actions when the client needs them.

  1. 1.Name
  2. 2.Email
  3. 3.Project
  4. 4.Message

What your team can put to work

CapabilityFor the agency
Visible branchesReview the route a respondent will take before sharing the form.
Publish validationResolve named graph and configuration issues in the draft.
Connected actionsSend completed submissions into configured client tools.
Client contextManage authorized client workspaces from the agency dashboard.

05 / Plan your rollout

Build around your client portfolio.

Confirm client limits, included features and usage terms for your plan. Provider services may have separate account requirements and charges.

Contact us for the current agency plan options.

Talk through your requirements