Creating a form intake

Intakes lists every intake with its type, slug, account, status, submission count and creation date. Filter with All, Form and Booking.

Click + New Intake and choose Form intake. Then choose how to start:

• Use Template. Pick one of Newsletter Signup, Contact Form, Quote Request, Support Request, Event Registration, Job Application, Survey or Booking Inquiry and click Apply Template.
• Start From Scratch. An empty intake; you add fields in the Form Builder next.
• Use JSON Definition. Paste a schema, or paste a sample payload and click Infer Schema.

Give it a Name, a description, an Account and a Status. Allowed Origins lists the websites allowed to submit the form, one per line; leave it blank to allow any site. Click Create Intake.

The intake page

Every intake has one page with a rail of sections on the left: Details, Embed & API, Tokens, Webhooks, Integrations, Settings, Form Builder, Submissions and Delete Intake. The header shows the name, type, status, slug and submission count.

Details edits the name, status (Active, Inactive or Archived), account, description and allowed origins.