Easily Create Custom Business Forms in Minutes ⏱️

Forms and Surveys

How to Build Automations

Adam Browder

July 17, 2025

The last time your team ran a customer survey, the form looked off-brand. People submitted responses in different formats. Follow-up tasks slipped through the cracks. You need a faster, cleaner way to create custom business forms that work for your team—not against it.

Workload gives you a simple, no-code form builder right inside your automation. You can choose fonts, colors, layouts, and question types in just a few clicks. Whether you’re collecting feedback, onboarding clients, or running team check-ins, you stay in control of the form experience.

Each response goes straight into your automation. You can send it to other tools, kick off next steps, or just keep it organized in one place. No more scattered responses, missing fields, or manual cleanup.

🧩 Essentials

Before you build, here’s what you’ll need:

🤖 Workload Account
Sign up for free to access the no-code editor and use Forms by Workload

📝 Your Form Content
Have your questions, layout ideas, and design choices ready to plug into the form builder

🎨 Make It Yours

🖋️ Style Your Fonts
Pick custom fonts and sizes for headers, questions, and answers.

🌈 Customize Your Colors
Set background and highlight colors to match your brand.

📄 Choose Field Types
Use short text, paragraphs, checkboxes, or multiple choice.

➕ Add Extra Pages
Break your form into sections or add a confirmation step.

⚙️ How to Create Custom Business Forms with Workload

Step 1: Start your new automation

Open the Workload editor and click into the Trigger box

Click into the Trigger box to begin selecting the starting event for your new automation.

On the right-hand menu, select Forms by Workload

Choose Forms by Workload as the trigger app to Create Custom Business Forms that start automations.

Choose the trigger event: New Form Submission, then click Continue

Choose “New Form Submission” as the event type to begin capturing data with your custom form.

Step 2: Set your form title and description

Type in your form title (ex: “This is a wonderful test”), then add a short description to explain the form’s purpose

Enter a form title and description to explain its purpose and guide the user through submission.

Step 3: Customize font styles

Choose a font and size for your header text

Choose header, question, and response fonts to match your form’s tone and visual style.

Select fonts and sizes for your questions and response fields (Text)

Add questions like short text, checkboxes, or dropdowns to Create Custom Business Forms that fit your needs.

Step 4: Add a header image

Paste the URL of an image (logo, graphic, etc.) to display at the top of your form

Step 5: Pick your colors

Choose a highlight color for key elements (e.g. buttons, headings)

Select a background color for the form (lighter colors recommended)

Step 6: Add your questions

Enter a question to appear on the form in the Question field

Choose the question type (e.g. short answer, paragraph, checkbox, multiple choice)

Set whether the question is required or optional

Add response options for multiple choice or checkbox fields

Click + Add To to repeat this process to add more questions

Add multiple form questions, choose the type, and set answer options to Create Custom Business Forms with flexibility.

Step 7: Create a second section (optional)

In the Additional Sections area, click + Add To

Add new questions to the second page of your form following the same process as Step 6 above

Add a new section to your form with additional questions, creating a multi-page experience for users.

Step 8: Enable confirmation and results pages

Choose whether users can review their answers before submitting

Enable a results page if you want to show a confirmation after submission

Click Continue

Customize what users see after submitting your form, including success messages and dynamic result pages.

Step 9: Test your form

Copy the form URL generated by Workload

Click Test Trigger in the editor.

Copy the unique form URL to share it anywhere or embed it in a website.

You will now see a message that the the form is waiting for response data.

Form is submitted and waiting for automation to trigger based on your setup.

Paste the form link into a new browser tab, fill out your form and click Next, then submit the form by clicking Submit

A finished form submission shows how simple it is to Create Custom Business Forms and collect data instantly.

Step 10: Review your form submission

Return to Workload to see the captured response, then click Continue

The captured form response appears inside your automation, completing the Create Custom Business Forms setup.

Your answers are now available to send to other tools or apps

⚡ Power-Up: Make It Part of a Bigger Automation

🔔 Send Instant Alerts
Trigger a Slack or email notification the moment someone submits a form.

📬 Route Responses to other Tools
Send form data to Google Sheets, Airtable, Notion, or other apps to keep everything in sync.

👥 Update Your CRM
Automatically update contact records in tools like HubSpot, Salesforce, or Pipedrive with the latest form details.

🗂️ Organize by Form Type
Use different forms for onboarding, support, or feedback—and route each to a different workflow.

📖 Workload Resources

🎓 Visit Workload University

🆘 Browse Workload’s Help Center

🔄 Forms by Workload Tutorials

🌐 Explore Templates

Join Eliot as he teaches you everything you need to know about Forms by Workload

Ready to automate your workflows?

Start building powerful automations with Workload today.

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