Results for “Create a form”

30 articles

• Create a form with AIBefore you start Only owners and admins can create and edit forms. Building a form uses a few of your firm's OneAI Tokens. See OneAI Tokens . Build a form Click Create in the menu and choose Form…
• Create a voice formBuild a voice form Click Create in the menu and choose Voice form . Describe the conversation, for example "A friendly intake call for new small-business clients". You can also attach a document, or…
• Create a workflowCreate a workflow with AI Go to Workflows . Under Create with AI , say what should happen, for example "Add every response to a Google Sheet". You can also click one of the examples under the box.…
• Create a booking pageCreate the page Go to Bookings and click New booking page . Basics: give it a Name , an optional line about it, and pick How long the call lasts. Price: choose Free or Paid . See Charge for a call .…
• Tour the form builderSee Create a form with AI . The top bar Workflow opens what happens after someone submits this form. See How workflows work . A warning like ⚠ 2 to set up appears when something still needs doing,…
• From your first form to your first reportBefore you start You need to be an owner or admin to create and publish forms. Building a form with OneFormAI and drafting a report use OneAI Tokens . 1. Build the form Click Create in the menu on…
• How workflows workEvery form has a Default workflow When you create a form, OneForm gives it a Default workflow with the standard steps: Draft the report : OneFormAI writes the report and puts it in Review .…
• Charge for a callSee Create a booking page . Charge for a call after a form Open the form and go to the Settings tab. In the Consultation card, switch on Charge for the call . Enter the price and pick the currency.…
• Start from a templateUse a template Click Create in the menu and choose From a template . You can also click New form on the Forms page and choose Start from a template . Filter by Business , Real estate or Personal ,…
• Brand your formsSee Create a voice form . Why does the Design tab show a warning? OneForm checks that clients can read your form. Warnings such as "Question text is hard to read on this background" mean the colors…
• Dynamic formsOn the Create page, tap Dynamic before you click Build . See Create a form with AI . Choosing questions doesn't use your OneAI Tokens. Logic: jump rules aren't used in dynamic forms. "Show only if"…
• Follow up on unfinished formsClick Create . The workflow opens as a draft. Check the email. It waits a day, then sends a reminder with the form's link. Change the wording or the wait if you like. Click Turn on . To build your…
• Find your way aroundThe Create button Create , at the top of the menu, starts anything new: Form with OneFormAI : describe the form and OneFormAI builds it. From a template : start from a ready-made form. Voice form :…
• Plans explainedWhat every plan includes Every plan, the free one too, lets you: create and edit forms with OneFormAI; get AI-drafted reports, review them and send them as PDFs; start from the tax check-up…
• How bookings workCreate a booking page A call after a form Offering a call at the end of a form, to everyone or only to good fits. Offer a call after a form Another booking tool You already use Calendly, Cal.com or…
• Connect OneDriveOneForm creates it if it doesn't exist. Leave A sub-folder per client on to file each PDF in a folder named after the client. Set the File name . Use + Insert answer to add the report title or the…
• Connect SalesforceOneForm updates the open lead with the same email, or creates one, so syncing twice never makes a duplicate. Connect Salesforce Go to Integrations . The Salesforce panel opens. Click Connect…
• Welcome to OneFormHow it works Create a form. Describe what you want on the Create page and OneFormAI builds it, or start from a template. You can change every question afterwards. Share it. Send clients the link,…
• Work in more than one firmType the Firm name and click Create . You become the new firm's owner, and OneForm opens it. It starts on a free plan with its own billing, separate from your other firms. Good to know Sign-in opens…
• Search and keyboard shortcutsStart typing: a client's name or email, a form's title, a setting ("logo", "reply-to"), or something you want to do ("create a form"). Use the arrow keys to pick a result and press Enter to open it.…
• Taxpayer privacy notice and consent (IRC §7216)Each form can show a taxpayer privacy notice and ask clients to consent, with a typed signature, to specific uses of their information, such as processing their answers with AI. OneForm records each…
• Connect HubSpotIt fills in their name, phone and company, and adds three contact properties that OneForm creates in HubSpot the first time: OneForm lead score OneForm lead grade (Hot, Warm or Cold) OneForm lead…
• Connect PipedriveIt fills in their name, email and phone, and two person fields that OneForm creates the first time: OneForm lead score OneForm lead grade (Hot, Warm or Cold) Send leads from the Leads page Go to…
• Set up your firmWhen you create your OneForm account, a short setup walks you through the basics: who you are, your firm's details, your team, payments and bookings. Each step takes a minute, and you can skip any…
• Connect Google SheetsClick Create a new spreadsheet , or Choose from Google Drive to use one you have. Type the Tab name. OneForm creates the tab if it doesn't exist. Under Columns , keep Every answer , or pick Choose…
• Connect Microsoft ExcelClick Create a new workbook . Or use one you have: click Choose from my OneDrive , or paste the workbook's link and click Use . Type the Sheet name. OneForm creates the sheet if it doesn't exist.…
• How OneForm keeps client data safeYour clients trust you with personal and financial details, and you trust OneForm with them. This is a short summary of how OneForm protects that data. The full details are on the Security page .…
• Connect Google DriveOneForm creates it if it doesn't exist. Leave A sub-folder per client on to file each PDF in a folder named after the client. Set the File name . Use + Insert answer to add the report title or the…
• Send leads to your CRMIt's created if it doesn't exist. Click Create a new sheet and sync (or Create a new workbook and sync for Excel), or pick one you have: Choose from Google Drive and sync , or paste an Excel…
• See who did what in the audit logForms , Workflows , Reports Forms created or deleted, workflows turned on or paused, reports approved, sent, edited or downloaded. Responses & exports Deleted responses, and exports of responses,…