Forms

Build forms to capture leads, collect data, and trigger automations from your website.

Form Types

• Lead capture — contact information collection
• Survey — feedback and questionnaires
• Registration — event or webinar signups
• Support — ticket submission
• Custom — any data collection need

Creating a Form

1. Navigate to Customers > Forms
2. Click + Create Form (or + New Form)
3. Enter the form name
4. Add fields (drag and drop)
5. Configure settings
6. Publish

Form Builder

Adding Fields

Drag fields from the left panel onto the canvas:

Field Type	Use Case
Text	Short text input (single or multi-line)
Email	Email validation
Phone	Phone number
Number	Numeric input
Textarea	Long text
Select	Dropdown options
Checkbox	Multiple selections
Date	Date picker
File upload	Let respondents attach files
Hidden	Pass data silently (e.g. campaign source)

Field Settings

For each field:

• Label — what the user sees
• Placeholder — helper text
• Required — must be filled
• Validation — input rules
• Map to CRM — which CRM field to save to

Form Settings

Configure the form:

• Submit button text — "Submit", "Get Started"
• Success message — what shows after submit
• Redirect URL — optional redirect after submission
• Notifications — email alerts on submission
• Webhook — POST submission data to an external URL

CRM Field Mapping

Map form fields to CRM fields:

Form Field	CRM Field
Name	Contact Name
Email	Contact Email
Company	Company Name
Message	Note

Unmapped fields are saved as custom data.

Embedding Forms

Open your form's Share / Embed panel to generate embed code. The panel offers four options, all backed by the embed-code endpoint (GET /api/forms/{form_id}/embed-code):

• Direct Link — share the hosted form URL directly
• iFrame Embed — drop the form into any page via an iframe
• JavaScript Embed — inject the form into a target container element
• Self-hosted HTML — host the form markup on your own site

The hosted form URL follows this pattern:

https://app.expedify.ai/forms/id/YOUR_ORG_ID/FORM_ID

iFrame Embed

<iframe src="https://app.expedify.ai/forms/id/YOUR_ORG_ID/FORM_ID" width="100%" height="500" frameborder="0" style="border:none;width:100%;min-height:500px;"></iframe>

JavaScript Embed

<div id="agentix-form-FORM_ID"></div>
<script>
(function(){
  var iframe=document.createElement('iframe');
  iframe.src='https://app.expedify.ai/forms/id/YOUR_ORG_ID/FORM_ID';
  iframe.style.width='100%';iframe.style.minHeight='500px';iframe.style.border='none';
  document.getElementById('agentix-form-FORM_ID').appendChild(iframe);
})();
</script>

Public Submission Endpoint

Forms submit to the public endpoint:

POST https://api.expedify.ai/api/forms/public/id/YOUR_ORG_ID/FORM_ID/submit

Styling

Forms inherit your site's styles, or you can customize the embedded form:

.expedify-form input {
  border-radius: 8px;
  padding: 12px;
}

Form Automation

Trigger workflows on form submission:

1. Create a workflow with a Form Trigger
2. Select your form
3. Build the automation:
   • Send a confirmation email
   • Create a task for sales
   • Add the contact to a campaign or segment
   • Notify the team via Slack

Form submissions can also create contacts automatically and add submitters to segments.

Form Analytics

Track form performance:

• Views — page loads
• Starts — users began filling the form
• Submissions — completed forms
• Conversion rate — submissions / views

Best Practices

1. Keep it short — only ask what's needed
2. Use validation — ensure data quality
3. Clear labels — users know what to enter
4. Mobile-friendly — test on mobile
5. Fast follow-up — automate responses

Related

• Contacts
• Workflows
• Visitors
• Using My Space — custom data modules
• Automation — form-triggered workflows