OttoKit Forms

OttoKit Forms lets you build web forms that collect submissions directly into a linked OttoKit Table. Forms can be published publicly and shared via a link or embedded on any website, with no login required for the people filling them out.

Forms are ideal for collecting leads, registrations, feedback, or any structured information you want to store and use in your automations.

Note: Form submissions are stored as rows in a linked OttoKit Table and count against your organization’s shared row limit.

Creating a Form

To create a new form:

1.     Go to Forms in the left sidebar.

2.     Click New Form.

3.     Enter a name for your form.

4.     Click Create.

Adding Fields

To add fields to your form:

1.     Open the form editor.

2.     Click Add Field, or drag a field type from the panel on the left.

3.     Configure the field:

•       Label – The field name visible to respondents.

•       Placeholder – Hint text shown inside the input.

•       Help Text – A short description shown below the field.

•       Required – Toggle on if the field must be filled before submitting.

4.     Click Save.

You can also reorder fields by hovering on the top right corner of the field and dragging and dropping them into position.

Field Types

OttoKit Forms supports 17 field types:

Category	Field Types
Text Input	Text, Email, URL, Number, Phone, Textarea
Selection	Dropdown, Checkbox, Radio, Multiple Choice
Special Input	Date, File Upload, Address
Display / Layout	Separator, Heading, Image
Compliance	GDPR

Form Settings

To configure your form settings:

1.     Open the form.

2.     Click the Settings tab.

3.     Configure the options:

•       Submit Button Text – The label shown on the submit button.

•       Success Message – The message displayed after a successful submission.

•       Redirect URL – A URL to send respondents to after they submit.

4. You can also customize your form header color under Appearance 

5. Click Save

Publishing a Form

To publish your form:

1.     Open the form.

2.     Click Publish in the top-right corner.

3.     Your form is now live and accessible via its public link.

Note: Draft forms are not publicly accessible. Only published forms can be submitted.

Testing Your Form

After publishing your form, we recommend performing a test submission to confirm it is working correctly.

To test your form:

1. Open the published form using the public link.
2. Fill in the fields and submit a test entry.
3. Go to the Submissions tab to confirm the entry was captured correctly.

Sharing and Embedding a Form

Once published, you can share your form in two ways:

• Share the link – Copy the public URL from the Share tab and send it to anyone.
• Embed on a website – Copy the embed code from the Share tab and paste it into your website’s HTML
• You can also share the QR code or form link directly on your social platforms

Viewing Submissions

Submissions are stored as rows in the table linked to your form.

 To view submissions:

1.     Open the form.

2.     Click the Submissions tab, or go directly to the linked table.

Duplicating a Form

To duplicate a form:

1.     Go to Forms.

2.     Hover over the form you want to duplicate.

3.     Click the options menu (⋯).

4.     Select Duplicate.

Note: Duplicating a form counts as creating a new form and uses one unit of your form quota.

Deleting a Form

To delete a form:

1.     Go to Forms.

2.     Hover over the form.

3.     Click the options menu (⋯).

4.     Select Delete.

5.     Confirm the deletion.

Note: On the Free plan, deleted forms are permanently removed and cannot be recovered. On paid plans (Pro, Business, Business+), deleted forms are recoverable for up to 60 days.

Using Forms in Automations

Every form submission can automatically trigger an automation workflow, allowing you to respond instantly without any manual effort.

To Trigger an Automation from a Form Submission

1. From your OttoKit dashboard, click Workflows
2. Click Create New Workflow
3. Enter a name for your workflow
4. Click the + icon to add a trigger
5. Search for and select OttoKit Forms

6. Choose the New Form Submission trigger event

7. Under the configure tab, select the form you want to monitor

8. Click Fetch Data to load sample submission data
9. Save the fetched data

Common automation use cases:

• Lead capture form: Automatically add the contact to your CRM, send a welcome email, and notify your sales team via Slack.
• Support request form: Create a ticket in your project management tool and assign it to the right team member.
• Event registration form: Send a confirmation email and add the registrant to a mailing list.
• Customer feedback: Gather satisfaction ratings and comments after a purchase or support interaction.
• Event registrations: Manage sign-ups for webinars, workshops, or meetups with a shareable public form.
• Internal requests: Standardize how teams submit IT tickets, budget requests, or content briefs.

Plan Limits

Submission limits are shared with your table row quota. All submissions from all forms count toward the same organization-wide limit.

Plan	Max Forms	Max Submissions
Free	1	500 (shared with table rows)
Pro	5	5,000 (shared with table rows)
Business	10	20,000 (shared with table rows)
Business+	20	50,000 (shared with table rows)