Build · Workflow
Form submission to record
A respondent submits a form on the web, an embed, a portal or WhatsApp, and it becomes a real record with consent and follow-up automations.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
Respondent opens the published form version
- 2
Submission is rate-limited, validated against the version schema and spam-scored
- 3
Spam gets a generic thank-you and is stored separately
- 4
Consent records are created for the purposes ticked
- 5
If there is a payment field, a payment link or UPI intent is created through the payment partner
- 6
The form's Action runs, for example creating or deduplicating a CRM lead
- 7
Submission is stored with the record link and an accepted event triggers automations
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