Start with a customer onboarding form to
keep a lookout for new signups
Tweak our templates and tailor them to your needs. Our no-code form builder can customise your form within minutes.
Upon choosing the template, you will be directed to Process Details. Here, you can change your form title and/or description.
Using Form Builder, choose your form fields and edit them.
After finalising your form, proceed to Design Workflow. You can design and customise your customer onboarding workflow by:
After Publish Changes in Workflow Builder, your customer onboarding form is ready to go.
You can use the Share button to:
That’s it. Really.