# Forms for Intake & Automation | SuiteDash

*Source: https://suitedash.com/features/forms/*

> Build public and Client forms for onboarding, updates, bookings, support and work requests. Use conditional logic and connected Automations.

Forms for Intake & Automation | SuiteDash

## Forms

##### Collect the right details. Start the right work.

### From first contact to ongoing service, one connected intake toolkit

Use a public Kickoff Form to start a relationship, an authenticated Update Form to refresh a Contact record, or another Form type for bookings, purchases, support and work requests. What people submit can flow into the SuiteDash tools that serve them next.

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

Illustrated intake forms flowing into a shared business record

### Choose the Form for the moment

###### A first-time visitor and an existing Client need different paths. SuiteDash offers distinct Form types so you can collect information in the right context.

[Kickoff Forms can add a new Contact and start an onboarding path](https://help.suitedash.com/article/432-forms-overview)

[Update Forms change an existing Contact’s CRM data after authenticated access](https://help.suitedash.com/article/432-forms-overview)

[General Forms collect submissions without attaching them to a CRM Contact](https://help.suitedash.com/article/432-forms-overview)

[Booking, Checkout, Support and Work Request Forms cover specific jobs](https://help.suitedash.com/article/432-forms-overview)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Make the experience respond to each answer

###### Show or hide fields with Conditional Logic. On supported selection fields, a choice can also change which Circles a person belongs to.

[Show only the fields that match a response](https://help.suitedash.com/article/511-conditional-logic-form-fields)

[Combine conditions when a path needs more than one answer](https://help.suitedash.com/article/511-conditional-logic-form-fields)

[Use Form Field Choice Actions on supported Kickoff, Update and Support forms](https://help.suitedash.com/article/589-forms-form-field-choice-actions)

[Reuse fields and logic through Form Templates](https://help.suitedash.com/article/511-conditional-logic-form-fields)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Turn an intake into a next step

###### A Kickoff Form can make CRM assignments and start Automations. A Work Request Form can take a Client’s request toward an Invoice, Estimate, Project or Task.

[Give new Contacts their role, Coordinator and onboarding assignments](https://help.suitedash.com/article/432-forms-overview)

[Launch configured Automations from a Kickoff Form](https://help.suitedash.com/article/432-forms-overview)

[Collect itemized or free-form Client work requests](https://help.suitedash.com/article/661-forms-work-request-form)

[Choose whether a Work Request converts automatically or waits for Staff](https://help.suitedash.com/article/661-forms-work-request-form)

[Start a 14-day free trial __](https://suitedash.com/free-trial/)

### Questions people ask

#### Can visitors fill out a Form without signing in?

Yes. Kickoff and General Forms can be public. Update Forms require authenticated access because they change a known Contact’s record.

#### Will every submission create a CRM Contact?

No. A General Form saves its submission without associating it with a CRM Contact. Choose a Kickoff Form when you want that CRM path.

#### Can a Client request work through a Form?

Yes. Work Request Forms can collect itemized or free-form requests and move them toward an Invoice, Estimate, Project or Task.

Explore more: [Form Management guide](https://suitedash.com/form-management-data-collection/), [Client Onboarding](https://suitedash.com/features/onboarding-clients-on-autopilot/), [Automations](https://suitedash.com/features/crm-full-automation-suite-with-logic-engine/).

Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

File Exchange

Learning Management (LMS)

Support Tickets

Interactive Community

Secure Messaging