Form Builders

Workflow Forms

Build intelligent, adaptive forms with visual workflow logic. Perfect for lead qualification, customer onboarding, and any form that needs to branch based on responses.

When to Use Workflow Forms

Conditional paths needed

When questions depend on previous answers (e.g., show different questions for B2B vs B2C)

AI-generated questions

When you want AI to create contextual follow-up questions

Lead qualification

Score and route leads based on their responses

A/B testing

Test different question variations to optimize conversion

Available Node Types

P
Page Node
The main building block. Add questions, customize design, and collect responses. Each page node represents one step in your workflow.
Conditional Node
Branch your workflow based on previous answers. Create IF/THEN/ELSE logic without code. Support for multiple conditions with AND/OR logic.
AI Question Node
Let AI generate contextual questions based on the conversation so far. Perfect for research, deep feedback collection, and personalized surveys.
A/B Test Node
Split traffic between different question variations to test which performs better. Track conversion rates and optimize your form.
Scheduling Node
New
Embed Calendly or Cal.com booking widgets in your workflow. Route different user types to different calendars, or show scheduling only to qualified leads. Users must complete booking before proceeding.
Payment Node
Popular
Accept payments via Stripe. Show different pricing based on user selections, offer conditional discounts, or charge only qualified leads. Supports custom amounts and multiple currencies. Payment must complete before proceeding.
End Page
Customize your thank you message. Different endings for different paths (e.g., different messages for qualified vs unqualified leads).

Building Your First Workflow

1

Start with a Page Node

Drag a Page Node onto the canvas. This will be your first question or set of questions.

2

Add Your Questions

Click on the page node to add questions. Same question types as Standard Forms.

3

Add Conditional Logic

Drag a Conditional Node and connect it to your first page. Configure when to show different paths.

4

Create Different Paths

Add more page nodes for each path. Connect them to show what happens in each scenario.

5

Add End Pages

Connect each path to an End Page with a customized thank you message.

Pro Tips

  • Use the visual canvas: Zoom in/out and pan to see your entire workflow

  • Test every path: Use preview mode to walk through each branch

  • Keep it simple: Start with basic logic, add complexity as needed

  • Name your nodes: Give descriptive names to keep workflows organized

  • Use scheduling strategically: Show different booking calendars based on user qualification or needs

  • Implement conditional pricing: Use payment nodes with different amounts based on user selections or qualification

Learn more: Check out the Scheduling Integration guide for detailed setup instructions and best practices.