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Forms overview
Forms collect information, payments, file uploads, and signatures from anyone, including people outside your workspace. Each form is a standalone, shareable page with its own public URL, so respondents don't need a Plutio account to fill one out.
What forms collect
A single form can mix text inputs, dropdowns, date pickers, file uploads, signature fields, and payment blocks. 20 field types are available, and conditional logic can show or hide fields based on previous answers, so each respondent only sees the questions relevant to them.
Payment collection is built in. A payment block with line items can be added to any form, and the respondent pays through Stripe, PayPal, or Square before submitting. Built-in payment turns forms into order forms, booking deposits, or service package selectors without needing a separate checkout.
Common uses
Here are a few examples of what forms handle:
- Client intake questionnaires that collect project details, preferences, and files before work begins.
- Lead capture forms embedded on a website to funnel enquiries into your CRM automatically.
- Order forms with line items and payment collection at submission.
- Feedback surveys with rating scales, open text, and conditional follow-up questions.
- Onboarding checklists that gather signed agreements, uploaded documents, and contact details in one step.
- Event registration forms with attendee details and payment for tickets or deposits.
How forms connect to automations
Form submissions plug directly into Plutio's automation engine. When a form is submitted, automations can create a task in the right project, add the respondent as a contact in your CRM, trigger a follow-up email sequence, or generate an invoice from the submission data. A single form submission can trigger multiple actions at once, so the entire intake-to-action pipeline runs without manual steps.
Forms also support multi-page layouts, where sections act as steps. Respondents move through the form one section at a time, which keeps longer forms focused and manageable.
