Web Forms

Service request form

integration:
  name: "ServiceRequestForm"
  type: "webform"

  endpoint: "/forms/service-request"

  fields:
    - name: "company"
      type: "text"
      label: "Company name"
      required: true

    - name: "contact"
      type: "text"
      label: "Contact person"
      required: true

    - name: "phone"
      type: "tel"
      label: "Phone"
      required: true

    - name: "email"
      type: "email"
      label: "E-mail"
      required: true

    - name: "address"
      type: "text"
      label: "Site address"
      required: true

    - name: "description"
      type: "textarea"
      label: "Issue description"
      required: true

    - name: "photos"
      type: "file"
      label: "Photos"
      accept: "image/*"
      multiple: true
      maxSize: 10485760  # 10 MB

  processing:
    # Find or create account
    - action: "findOrCreateEntity"
      entity: "Account"
      match:
        name: "{company}"
      create:
        name: "{company}"
        type: "Customer"

    # Find or create contact
    - action: "findOrCreateEntity"
      entity: "Contact"
      match:
        emailAddress: "{email}"
      create:
        firstName: "{contact.split(' ')[0]}"
        lastName: "{contact.split(' ').slice(1).join(' ')}"
        emailAddress: "{email}"
        phoneNumber: "{phone}"
        accountId: "{account.id}"

    # Create Lead
    - action: "createEntity"
      entity: "Lead"
      data:
        name: "Web form - {company}"
        source: "WebForm"
        type: "Service"
        description: "{description}"
        accountId: "{account.id}"
        contactId: "{contact.id}"
        attachments: "{photos}"

    # Notification
    - action: "notify"
      to: "role:Dispatcher"
      template: "new_web_request"

  response:
    success:
      redirect: "/thank-you"
      message: "Thank you, your request has been received."

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Field types

Type	Description
text	Text field
textarea	Multiline field
email	Email with validation
tel	Phone number
file	File upload
select	Select box
checkbox	Checkbox

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