- 🧩 Essentials
- 🎨 Make It Yours
- ⚙️ How to Create Custom Business Forms with Workload
- Step 1: Start your new automation
- Step 2: Set your form title and description
- Step 3: Customize font styles
- Step 4: Add a header image
- Step 5: Pick your colors
- Step 6: Add your questions
- Step 7: Create a second section (optional)
- Step 8: Enable confirmation and results pages
- Step 9: Test your form
- Step 10: Review your form submission
- ⚡ Power-Up: Make It Part of a Bigger Automation
- 📖 Workload Resources
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

On the right-hand menu, select Forms by Workload

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

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

Step 3: Customize font styles #
Choose a font and size for your header text

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

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

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

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

Step 9: Test your form #
Copy the form URL generated by Workload
Click Test Trigger in the editor.

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

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

Step 10: Review your form submission #
Return to Workload to see the captured response, then click Continue

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.