PLATFORM · CAPABILITY
Forms and intake
Intake in EveryonePlans turns a public form on any website into a structured record — a contact, a lead, an enquiry with its fields intact — instead of an email somebody has to read and re-type.
01THE PROBLEM
Why this is worth having
The default website contact form sends an email. That email is unstructured, unassignable, unsearchable and easy to lose, so the first thing that happens to every new customer is that a person converts them into data by hand. It is also the step where response time is lost, and response time is most of what wins small jobs.
02HOW IT WORKS
The mechanism
- Submissions post to a public intake endpoint and arrive as records with their fields preserved, ready to be assigned and worked.
- It works from a site you already own — you do not have to move your website to get the benefit, and this is the fastest way to see what the platform does with ten minutes of work.
- Intake can trigger rules immediately: assign, acknowledge, set a follow-up, notify.
- The submission stays attached to the customer, so the thing they originally asked for is still readable six months later.
02bWITHOUT SIGNING IN
What it looks like.
SC-forms-and-intake · TO BE SUPPLIEDSTILL · 16:9
Forms and intake — screenshot
REAL SCREEN CAPTURE, NOT GENERATED. Split: a public form on an ordinary website, and the structured record it produced, fields intact. Capture at 1600x900 with believable seeded data — real-looking names, dates within the next two weeks, non-round money amounts — and blur anything identifying a real customer.
DROP AT
/art/screens/forms-and-intake.png03WORKED EXAMPLE
Ten minutes on a site you did not build here
- Paste the form snippet into your existing site, wherever your contact form is today.
- A submission arrives as a lead with name, email and message as fields.
- A rule acknowledges it under your brand within seconds and assigns it to whoever is on duty.
- You keep your website exactly as it was, and the enquiry is now a record instead of an email.
04QUESTIONS
About forms and intake
Do I have to move my website to use this?
No — that is the point of it. A form on the site you already own can post straight into the platform, so you can keep your existing site, your existing designer and your existing host.
What stops it being filled with spam?
Intake is rate-limited and carries abuse detection, and a submission is a reviewable record rather than something that fires straight into your workflow. You can require acknowledgement before anything automated acts on it.
05READ NEXT
API and webhooksA versioned REST API over the whole system, with idempotency keys, cursor pagination, signed webhooks and a sandbox.Contacts and pipelineLeads, customers, organizations and the relationships between them — with the history kept against the record rather than in somebody’s inbox.Workflows and rulesWhen this happens, do that — enrolment, waiting, branching, human approval steps. Automation a person can read back a month later.
TRY IT
Reading about it only gets you so far.
Create an account and use it. It costs nothing to look, and you will learn more in twenty minutes of clicking than in any amount of this page.