Smart Forms

Forms that do the data entry for you

Drag and drop any form your team needs. When someone submits it, the right record is created or updated without anyone retyping a thing.

Smart Form builder with field palette, form canvas and field settingsSmart Form builder with field palette, form canvas and field settings

One builder for every form

Build without help

Drag fields into place and set the rules with plain menus. No code, no IT ticket.

Skip the retyping

Answers map to your contact fields, so submissions update records on their own.

Share it anywhere

Send a link, or embed the form on your own website with one line of code.

Ask only what matters

Conditional logic shows each person just the questions that apply to them, and calculated fields do the math as they type.

  • Show or hide fields with simple rules
  • Calculated fields for totals and scores
  • Sections, help text and required fields
  • Half-width and third-width layouts
A form field selected with its conditional ruleA form field selected with its conditional rule

Paperwork, handled

Collect signatures, waivers and documents in the same form, so nothing arrives by email or gets lost in a folder.

  • Draw-to-sign signature fields
  • File and photo uploads
  • Household members in a single form
  • Works on any phone
Form submissions listForm submissions list
A client intake form on a phoneA client intake form on a phone

Every kind of form

Intake, service requests, referrals, surveys, assessments and attendance all use the same builder and land in the same place.

  • Confirmation emails and staff alerts
  • Summaries of survey answers
  • Spam protection on public forms
  • Export any form's responses
Survey answer summary with chartsSurvey answer summary with charts

Connected to everything else

It all runs on one shared record, so nothing has to be entered twice.

Questions, answered

Is there a limit on forms?

No. Build as many as you need.

Can a form update an existing contact?

Yes. Submissions match existing people by email and update their record, or create a new one.

Can we put a form on our own website?

Yes. Paste one line of code and the form sizes itself to fit your page.

See it with your own workflows

A real person will walk you through Missionly using the way your organization already works.