Phase forms
Collect only the information relevant to the current workflow stage.
Forms that move with the work
Workflow Integration
Connect forms directly to your business workflows. Make forms an integral part of your business processes — create phase-specific forms, carry information between workflow stages, enforce required data, and automatically trigger actions as work progresses.
- timelinePhase-specific forms
- syncSeamless data flow
- auto_modeProcess automation
Forms belong inside the process
Connect every data collection point to the stage, people, rules, and actions that give it meaning.
Connected data
Carry context from earlier stages into later forms without duplicate entry.
Process triggers
Use submissions to advance work, notify people, and update records.
Phase-specific data collection
Give every stage the form it needs.
Different phases can collect different information while remaining part of one connected workflow. Collect only the information required at the current point in the process, give teams the fields that matter for the work they are performing, and shorten the journey so completion is faster.
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Keep forms focused
Collect only the information required at the current point in the process.
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Capture useful context
Give teams the fields and details that matter for the work they are performing.
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speed
Improve completion
Shorter, relevant forms reduce friction and unnecessary data entry.
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business_center
Support every process
Use phase forms for sales, onboarding, approvals, service, and delivery.
A connected workflow
Sales information should not disappear between stages.
Each form adds context while the workflow preserves the complete story from qualification to close.
Lead Qualification
Company, contact, budget, and fit.
Needs Assessment
Goals, requirements, and stakeholders.
Proposal Review
Scope, pricing, and commercial terms.
Contract Finalization
Approvals, signatures, and handoff.
Cross-phase data sharing
Capture once. Keep the context moving.
Information collected during Lead Qualification can become available in Needs Assessment, Proposal Review, and Contract Finalization without asking users to enter it again.
Company information
Flows forward into Proposal Review without retyping.
Customer requirements
Travel into Contract Finalization with the original context.
Approval context
Carries into the delivery handoff so nothing is lost.
One submission, many stages
Everyone downstream reads the same source of truth.
Mandatory data gates
Do not let incomplete work move forward.
Require critical information before a phase can be completed and downstream teams can begin their work.
close Without data gates
Incomplete work reaches the next stage
- Missing approvals arrive with the request
- Compliance information collected later
- Downstream teams chase missing data
- Incomplete submissions require rework
check With data gates
Phases cannot advance until requirements are met
- Approval required before processing
- Compliance information collected on entry
- Incomplete submissions blocked
- Stage requirements enforced automatically
IF Approval Required = Yes → Manager Approval must complete
Conditional and dynamic forms
Let the workflow respond to the situation.
Fields and requirements can change based on current stage, previous data, user input, and business rules — without creating a different workflow for every scenario.
payments
Expense amount > $5,000
Trigger condition
Manager approval becomes required for this request.
approval
Manager approval required
Dynamic field
Added to the form only when the amount exceeds the threshold.
public
International client
Revealed requirement
Tax ID becomes a required field based on the client's country.
Data flow and cross-references
Look up context. Calculate what comes next.
Dynamic lookups and formulas connect information across phases so users can make faster decisions with less manual copying.
Total
Expense Amount + Tax + Fees — calculated from earlier fields on the same form.
Days Late
Today − Submission Date — keeps aging visible without manual tracking.
Budget Impact
Total / Department Budget — surfaces the ratio that matters for approvals.
Required Approver
IF (Total > $5,000, Director, Manager) — routes to the right person based on the amount.
Process automation and triggers
Turn a form submission into the next action.
Once information is submitted and validated, the workflow can continue without manual handoffs.
The user completes the phase-specific form.
Required fields and business rules run automatically.
Assignments, notifications, and updates execute.
The next team receives complete, usable context.
Smart notifications
Keep the right people informed.
Route updates based on workflow conditions, roles, escalation rules, and the channel that fits the urgency.
Email alerts
Send updates to stakeholders and team members.
Slack messages
Bring workflow events into existing collaboration channels.
SMS notifications
Send time-sensitive alerts directly to mobile devices.
In-app alerts
Keep users informed where the work is happening.
Workflow templates
Start with a process that already works.
Choose from 100+ templates with forms, stages, and process logic already connected, then customize them for your organization.
Sales CRM
Lead → Quote → Close. Connected sales forms and stage logic.
HR ATS
Apply → Screen → Hire. Structured candidate progression.
Finance
Submit → Review → Pay. Approval-ready expense processing.
Support
Report → Triage → Resolve. Context-rich service workflows.
Forms should not exist outside your processes.
Connect every form to the stage, data, rule, notification, and action that moves work forward.