Onboarding a new client means gathering details and kicking off a checklist. Take intake through a form and spin up the project once you accept.
One click creates the form, the board, and a hub — wired together and ready. It fits the free plan.
Creates 2 forms and a board (New → Accepted → On Hold → Passed).
Prefer to pipe decisions into n8n, Make, or Zapier? A ready webhook workflow is included — paste its URL into the form's post-webhook. Totally optional; the template works on its own.
n8n workflowClient
Everything is editable after install — rename fields, add your own, restyle, delete. Templates are a starting point, not a lock-in.