Module 04 — Public Forms

Forms that do more than collect.

Config-driven forms with five types, field transforms, dual automation triggers, and seamless integration with contacts, booking, and flow automation.

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Form Types

Five types. Infinite use cases.

Contact

Lead capture with full field mapping to contact records.

Booking

Calendar booking with smart routing and slot selection.

Verification

Email code verification flow with expiry and retry logic.

Survey

Multi-step surveys with branching and response capture.

Registration

Account or event registration with custom field requirements.

Field Transforms

Data arrives clean and consistent.

Automatic normalisation happens before data hits your database. No cleanup scripts, no inconsistent formats.

  • Phone number formatting and standardisation
  • Email cleanup and validation
  • ZIP code standardisation
  • Name capitalisation and whitespace stripping
  • Custom transform rules in JSON configuration
Dual Flow Triggers

Two automation triggers
per booking form.

Booking forms support two independent flow triggers — one fires at contact submission, another at booking confirmation.

Booking Form — Flow Triggers
On Contact Submit
Fires when form is submitted
On Booking Confirmed
Fires when slot is booked

Forms connected to
everything.

Every submission feeds directly into contacts, booking, automation, and analytics — without a single integration to maintain.