Forms/Forms
Weekly submissions
See how forms perform.
Forms
The work starts the moment the form is sent.
Put a form on your site, your booking page or a link. Every submission becomes the right record — a lead, a customer or a table row.
Forms anyone can fill in
Add the questions in order; a question can show only after a certain answer. Each response becomes a lead or a table record, with bot protection and a consent box on the form.
What each form brings
Start with EraSubmissions, completion and the linked workflow.
Form card
Fields and what happens next.
Submissions reach the right person
A workflow creates the lead, assigns it and thanks the customer.
Add fields
Choices, dates, files.
Rate limit
An hourly limit per form stops abuse.
Connect
A submission starts a workflow.
From form to record
Start with EraNo copying by hand.
Tables
Views
CampaignsQuestions about Forms
Public forms anyone can fill in; answers arrive as leads or Base records. Its pages: Forms.
Yes. It has 1 settings: Submissions accepted per hour, per form.
The module has 7 defined actions, each tied to role permissions. Era works within the same permissions, and sending or deleting waits for your approval.
It shares records with Organization, Tables, Views; turning it on brings them into the workspace too.
From form to record.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.