Form Trigger

Start workflows from custom form submissions with built-in validation and public access options.

Overview

The Form Trigger creates a custom web form that starts your workflow when submitted. It's perfect for collecting information from users - whether they're internal team members or external customers - and automatically processing that data.

Best for: Intake forms, data collection, customer requests, feedback gathering, and application submissions.

When to Use Form Trigger

Perfect for:

• Customer feedback or support request forms
• Internal request forms (IT tickets, access requests)
• Application or registration forms
• Survey responses that need processing
• Data collection from non-technical users

Not ideal for:

• System-to-system integrations (use Webhook Trigger)
• Scheduled recurring tasks (use Scheduled Trigger)
• Processing existing data (use Manual Trigger)

Configuration

Basic Setup

1. Form Title: Give your form a descriptive name
2. Description: Optional subtitle or instructions
3. Thank You Message: Message shown after successful submission

Field Types

Add fields to collect specific data:

Field Type	Description	Use Case
Text	Single-line text input	Name, title
Long Text	Multi-line text area	Feedback, descriptions, comments
Number	Numeric input	Quantity, amount, rating
Email	Email address input with validation	Contact email, work email
Date	Date picker	Due dates, event dates
Dropdown	Select from predefined options	Category, priority, department
Checkbox	True/false selection	Agreements, preferences
File Upload	Attachment upload	Documents, images, PDFs

Field Configuration

For each field, configure:

• Field Name: Internal identifier (use snake_case: customer_name)
• Label: Display text shown to users
• Description: Optional help text
• Required: Whether the field must be filled
• Domain Restriction: For Email fields, restrict submissions to one email domain

How It Works

1. Form URL is generated automatically
2. User fills out the form fields
3. Form validates all required fields and formats
4. On submission, workflow starts with form data
5. User sees the thank you message
6. Form data is available in the workflow via {{trigger.output.field_name}}

Example Use Cases

Customer Feedback Form

Form Trigger
  - name (text, required)
  - email (email, required)
  - feedback (long text, required)
  - product (dropdown: App, Web, API)

→ Agent: Analyze sentiment and categorize
→ Condition: Check priority
  → High: Notify product team
  → Low: Store in database
→ Action: Create ticket in support system

IT Support Request

Form Trigger
  - requester_name (text, required)
  - department (dropdown)
  - issue_type (dropdown: Hardware, Software, Access)
  - description (long text, required)
  - urgency (dropdown: Low, Medium, High)

→ Agent: Classify issue and suggest solution
→ Action: Create JIRA ticket
→ Notification: Alert IT team

Job Application

Form Trigger
  - applicant_name (text, required)
  - email (email, required)
  - position (dropdown)
  - resume (file upload, required)
  - cover_letter (long text)

→ Agent: Extract candidate info from resume
→ Agent: Screen against job requirements
→ Condition: Check fit score
  → Strong: Schedule interview
  → Moderate: Add to review queue
  → Weak: Send polite rejection

Accessing Form Data

Use the trigger variable to access submitted data:

Customer Name: {{trigger.output.name}}
Email: {{trigger.output.email}}
Feedback: {{trigger.output.feedback}}
Selected Product: {{trigger.output.product}}

File Uploads

For file upload fields, access the file metadata:

File name: {{trigger.output.resume.filename}}
Mime type: {{trigger.output.resume.mimeType}}
File size: {{trigger.output.resume.size}}

Replace resume with your file field name.

Sharing Your Form

Copy Form URL

1. Click on the Form Trigger node
2. Click "Copy URL" in the node toolbar
3. Share the URL via email, chat, or embed on your website
4. The URL is publicly available when it was configured like that

Embedding Options

Direct Link

<a href="https://app.odeus.ai/workflows/forms/abc123">Submit Feedback</a>

iFrame Embed

<iframe
  src="https://app.odeus.ai/workflows/forms/abc123"
  width="100%"
  height="600"
  frameborder="0"
>
</iframe>

Best Practices

Only ask for essential information. Long forms have higher abandonment rates. You can always collect additional details later in the workflow.



Field labels should clearly indicate what information is needed. Add description text for fields that might be confusing.



Pre-fill fields with sensible defaults when possible to reduce user effort.



Submit test forms yourself to ensure the experience is smooth and instructions are clear.

Next Steps

• Webhook Trigger — Receive HTTP POST requests from external systems

• Agent Node — Process form submissions with AI

• Getting Started — Step-by-step tutorial with form example

• Field Modes — Learn about configuring form fields