Add a webform to a workflow
Last updated 13 October 2026
A webform can be a workflow's onboarding step: clients fill it in to join the workflow and get its videos. It works the same way as a standard webform.
Add the webform
Go to Workflows and open the workflow.
On the Onboarding card, press + (2) and choose Webform. It then shows on the card (1). Click it any time to open its settings.
The Webform window
- On or off: switch the webform on so clients can register through it. When it's off, they can't.
- Link: the webform's address. Press Preview to see it as a client would, or Copy to copy the link to send or put on your website.
- Tabs:
- Usage: what the webform is for.
- iFrame: code to put the form inside a page on your website.
- Settings: everything you can change about the form.
- Settings:
- Title and description: the heading and text at the top of the form.
- Logo: the logo shown on the form.
- Theme: the colour of the background and the submit button.
- Notify by email: addresses to email when someone registers.
- Advanced: a limit on how many people can register, small print, a second tick box, and instant form registration.
Change the title and description
In Settings, open Title and description.
Press Edit next to the Title (1) or the Description (2).
Type the new wording (1) and press Save (2). Press Close (3) to leave it as it was.
Put the form on your website
Open the iFrame tab (1) and copy the code (2). Send it to whoever looks after your website, so they can add the form to a page.
For other ways to embed a form, see Webform embed options.