Forms with logic and payments, booking pages, routing forms, and a natural-language automation builder — the whole capture-to-action funnel, governed and included free for CRM customers.
Conditional logic, file uploads, payments and save-and-resume. Embed anywhere, governed capture.
Booking pages, round-robin and routing forms that qualify then book the right person.
Describe it in plain English; the builder wires the steps. Templates for common practice flows.
A Flows form is a real intake tool, not a contact box. Branch the questions on the answers, collect documents up front, take a deposit at submit time — and let the client come back to a half-finished form without losing a thing.
Share a booking page that respects availability, or put a routing form in front of it so each enquiry is sent to the partner, adviser or team that should actually handle it — no triage inbox in between.
Form data is tokenised on capture, so PII is protected before it ever reaches an automation or model. Runs are audited and metered; nothing fires outside the actions you allow.
PII protected the moment a form is submitted.
Actions limited to what you permit; metered runs.
Every step recorded and reversible.
You don’t draw nodes on a canvas. Type what should happen — the natural-language builder assembles the steps, and you confirm before anything runs. Start from a template for a common practice flow, or write your own.
“When the intake form is submitted, create a CRM lead and send a booking link.”
“When a deposit is paid, raise a quote in CRM and notify the owner.”
“When the contact form mentions a problem, open a ticket and route it.”
“When a call is booked, create the CRM contact and add a prep task.”
“When files are uploaded, attach them to the matter and flag for review.”
“When a routing form qualifies a lead, assign an owner round-robin.”
Examples are illustrative. Build your own in plain English, or start from a template.
Someone submits a form or books a slot. PII is tokenised the moment it lands.
Conditional logic and routing forms send the enquiry to the right person or team.
Your plain-English automation fires the steps you allowed — create a lead, raise a quote, open a ticket, add a task.
The record lands in CRM, Live Chat or Ticketing, and every step is recorded and reversible.
A Flow doesn’t end at submit. It hands straight to the rest of your workspace.
The automation sees client_4821; your team sees the real name. Tokenisation is reversible only for people with access.
Flows is included at no extra per-seat cost for CRM customers. There’s no separate forms tool to buy, no booking add-on, and no per-task automation bill — only heavy automation runs are metered. HR-lite is included on the same terms.
*Only heavy automation runs are metered. Pricing is per seat — see the pricing page for current numbers.
Capture, schedule and automate live in the same governed workspace as your CRM, email, chat and tickets — tokenised on capture, audited end-to-end, and free with CRM.
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