Getting Started
Introduction
formbase collects and verifies information from your customers. Send one person a prefilled form, get structured answers back, and let your workflow or AI agent carry on.
What is formbase?
Most workflows run fine until they need something only a customer can give: billing details, a signed contract, a missing invoice line, a yes or no. The run stops, and somebody writes an email.
formbase is that step. You build a form once, then send it to one named person as a request. They open a branded form in their own language with what you already know filled in. When they finish, formbase hands the answers back to your workflow.
How a request works
- 1
Build and publish a form
Write it like a document, or describe it to the AI agent. Build your form →
- 2
Create a request
By hand from the Share sheet, or from Make, Zapier, an AI agent, or your own code. Prefill what you know and lock what must not change. Creating requests →
- 3
The recipient completes it
formbase emails the invitation and the reminders (Pro and Business; Free gets 10 invitation emails to try it), or gives you a secret link to send yourself (every plan). Each link completes once, and a request that nobody finishes expires. Invitations and reminders →
- 4
The answers come back
formbase posts a signed callback with the answers under stable field keys, so a renamed question never breaks your mapping. The Requests page shows every request and where it stands. Callbacks →
No automation needed
Every published form also has a public link for anyone to fill in — as a link, a QR code, an embed, or a popup. Answers from both channels land in the same inbox. Share a public link →
What you can build
A document-style editor. Headings, text, and questions sit side by side, and the layout you build is what the recipient sees. Understanding the editor →
An AI agent in the editor. Describe the form and it builds the fields, pages, and logic, then edits, translates, or analyzes answers on request. Using AI →
Logic and calculations. Show, hide, and route on earlier answers, compute totals with calculated fields, and reuse answers with answer piping.
More than text. File uploads and signatures, payments, Cal.com bookings, repeating groups, and documents for the recipient to read.
Translations. Translate a form with AI or by hand. formbase flags rows that are missing or out of date, and carries the recipient’s language into emails and PDFs. Translating forms →
Your brand. Your colors and fonts, your domain, and your sending address.
Integrations and APIs. Deliver answers to Slack, Notion, Google Sheets, Airtable, and more, or use the REST API, webhooks, and the MCP server.
Teams. Invite your whole workspace with no per-seat fees. Members and roles →
Plans
formbase is free to start: unlimited forms, workspaces, and members, and 1,000 submissions and requests a month. Pro and Business raise the limits and add request emails (Free gets 10 invitation emails to try them), custom domains, advanced analytics, AI Skills, and more. Compare plans →
Where to start
New here? Follow this section in order: sign up, build a form, send your first request. Or jump straight to what you came for.