Forms & surveys

Capture leads, feedback & RSVPs — no developer required

Drag the fields you need, share a URL, watch submissions roll into your CRM. Built-in templates for contact, feedback, RSVP — or build from scratch in minutes.

Why teams pick it

11 field types, drag to reorder

Text, email, phone, dropdown, multi-select, file upload, rating, date, number — everything you need without a third-party integration.

Public URL or embed

Share /f/[your-brand]/[form-slug] on WhatsApp, email, your Instagram bio — or paste the iframe into your existing website.

Every submission becomes a contact

Auto-creates or updates the CRM contact, emails you a notification, and can trigger any workflow rule you've built — including WhatsApp follow-up.

How merchants use it

Coaches & consultants

Lead-capture form on your Instagram bio → contact pre-qualified by the questions you ask → auto-booked into your calendar via the bookings module.

Restaurants & venues

RSVP form for events, reservation requests for special menus, post-meal feedback by SMS link — every reply enriches the customer profile.

Clinics & salons

New-patient intake form before the first appointment; feedback survey 24h after service to surface unhappy customers fast — before they leave a public review.

Works with

Direct submission to Comvix CRM, workflow automation rules, email notifications, WhatsApp + SMS follow-ups, CSV export, public URL + iframe embed, file uploads to secure storage

Frequently asked

Can I make certain fields required?

Yes — toggle 'required' per field. Submissions failing required fields are rejected client-side with a clear error, so the visitor can fix and resubmit.

Does it support file uploads?

Yes. Up to 25 MB per file (configurable per plan). Files are stored securely; the public URL is included with the submission record.

How do I send a thank-you email after submission?

Set the 'Thank-you message' field in the form editor — it shows after submit. It can also fire a workflow rule to send a templated email or WhatsApp message.

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