Routing Forms

Routing Forms allow you to ask qualifying questions before someone books a meeting. Based on their answers, you can route them to the appropriate event type, team member, or even prevent booking if they don’t meet criteria.

Overview

A Routing Form is a multi-step form that:

Collects information: Ask custom questions to qualify leads
Evaluates responses: Use conditional logic to determine the best route
Routes to event type: Direct users to the appropriate booking page
Triggers workflows: Execute automations based on form submission

// From schema.prisma:1325
model App_RoutingForms_Form {
  id          String   @id
  name        String   // Form name
  description String?  // Form description
  fields      Json?    // Form fields definition
  routes      Json?    // Routing logic
  disabled    Boolean  @default(false)
  userId      Int      // Owner
  teamId      Int?     // Optional team ownership
  settings    Json?    // Form settings
}

Routing Forms are particularly useful for sales teams, support desks, and any scenario where different types of inquiries need different handling.

Creating a Routing Form

Navigate to Routing Forms

Go to Apps → Routing Forms (you may need to install the Routing Forms app first)

Create New Form

Click “Create Form” and give it a name

Add Fields

Add questions to collect information from users

Configure Routes

Set up conditional logic to route based on responses

Set Fallback

Define what happens if no routes match

Publish Form

Share the form URL with your audience

Form Fields

Routing Forms support various field types:

// From routing-forms types
type Field = {
  id: string;
  type: "text" | "email" | "phone" | "number" | 
        "textarea" | "select" | "multiselect" | 
        "radio" | "checkbox";
  label: string;
  required: boolean;
  placeholder?: string;
  options?: string[];  // For select, radio, checkbox
};

Text Input
Select
Radio
Multi-Select

Basic text field for short answers.

{
  type: "text",
  label: "Company Name",
  required: true,
  placeholder: "Acme Corp"
}

Dropdown with predefined options.

{
  type: "select",
  label: "Company Size",
  required: true,
  options: ["1-10", "11-50", "51-200", "200+"]
}

Single choice from multiple options.

{
  type: "radio",
  label: "Inquiry Type",
  required: true,
  options: ["Sales", "Support", "Partnership", "Other"]
}

Multiple choices allowed.

{
  type: "multiselect",
  label: "Interested Services",
  options: ["Consulting", "Training", "Implementation", "Support"]
}

Routing Logic

Routes use query-builder logic to evaluate responses:

// Route structure
type Route = {
  id: string;
  queryValue: {  // Conditional logic
    rules: [
      {
        field: "companySize",
        operator: "equals" | "contains" | "greaterThan" | "lessThan",
        value: string | number
      }
    ],
    combinator: "and" | "or"  // How to combine rules
  };
  action: {
    type: "eventTypeRedirect" | "customPageMessage" | "externalRedirect";
    value: string;  // Event type ID, message, or URL
  };
};

Route Actions

Event Type Redirect

Send to a specific event type’s booking page

Custom Message

Display a message (e.g., “We’ll contact you”)

External Redirect

Redirect to any external URL

Example Routing Form

Sales Qualification Form

{
  name: "Sales Inquiry",
  fields: [
    {
      id: "name",
      type: "text",
      label: "Your Name",
      required: true
    },
    {
      id: "email",
      type: "email",
      label: "Email Address",
      required: true
    },
    {
      id: "companySize",
      type: "select",
      label: "Company Size",
      required: true,
      options: ["1-10", "11-50", "51-200", "200+"]
    },
    {
      id: "budget",
      type: "select",
      label: "Monthly Budget",
      required: true,
      options: ["< $1k", "$1k-$5k", "$5k-$10k", "$10k+"]
    },
    {
      id: "timeline",
      type: "radio",
      label: "When do you need to start?",
      options: ["Immediately", "1-3 months", "3-6 months", "Just exploring"]
    }
  ],
  routes: [
    {
      id: "enterprise",
      queryValue: {
        combinator: "and",
        rules: [
          { field: "companySize", operator: "equals", value: "200+" },
          { field: "budget", operator: "equals", value: "$10k+" }
        ]
      },
      action: {
        type: "eventTypeRedirect",
        value: "enterprise-demo"  // Route to enterprise event type
      }
    },
    {
      id: "midmarket",
      queryValue: {
        combinator: "or",
        rules: [
          { field: "companySize", operator: "equals", value: "51-200" },
          { field: "companySize", operator: "equals", value: "11-50" }
        ]
      },
      action: {
        type: "eventTypeRedirect",
        value: "sales-demo"  // Route to standard sales demo
      }
    },
    {
      id: "exploring",
      queryValue: {
        combinator: "and",
        rules: [
          { field: "timeline", operator: "equals", value: "Just exploring" }
        ]
      },
      action: {
        type: "customPageMessage",
        value: "Thanks for your interest! We'll send you more information via email."
      }
    }
  ],
  fallback: {
    type: "eventTypeRedirect",
    value: "consultation-call"  // Default if no routes match
  }
}

Form Responses

// From schema.prisma:1354
model App_RoutingForms_FormResponse {
  id           Int      @id
  formId       String
  response     Json     // User's answers
  createdAt    DateTime @default(now)
  
  routedToBookingUid String?  // If routed to booking
  chosenRouteId      String?  // Which route was taken
}

Form responses are stored and can be viewed in the form’s responses page.

Response Format

// Example response
{
  response: {
    "name": { value: "John Doe", label: "John Doe" },
    "email": { value: "john@example.com", label: "john@example.com" },
    "companySize": { value: "51-200", label: "51-200" },
    "budget": { value: "$5k-$10k", label: "$5k-$10k" },
    "timeline": { value: "1-3 months", label: "1-3 months" }
  },
  chosenRouteId: "midmarket",
  routedToBookingUid: "booking_abc123"
}

Workflow Integration

Routing Forms can trigger workflows:

// From schema.prisma:1610
model WorkflowsOnRoutingForms {
  workflowId    Int
  routingFormId String
  workflow      Workflow
  routingForm   App_RoutingForms_Form
}

Form Workflow Triggers

// From workflows constants.ts:103
enum WorkflowTriggerEvents {
  FORM_SUBMITTED           // When form is submitted with booking
  FORM_SUBMITTED_NO_EVENT  // When form is submitted without booking
}

Workflows can access form response data to personalize notifications based on user answers.

Form Settings

// Form settings
settings: {
  redirectUrl?: string;              // Custom redirect after submission
  emailNotification?: {
    enabled: boolean;
    recipients: string[];            // Who receives notifications
  };
  requireEmailVerification?: boolean;
  reCaptcha?: {
    enabled: boolean;
  };
}

Queued Responses

If a route requires async processing:

// From schema.prisma:1381
model App_RoutingForms_QueuedFormResponse {
  id             String   @id
  formId         String
  response       Json
  chosenRouteId  String?
  fallbackAction Json?    // Action if routing fails
  createdAt      DateTime @default(now)
}

Queued responses are processed by background jobs.

Use Cases

Support Triage

{
  name: "Support Request",
  fields: [
    { type: "select", label: "Issue Type", 
      options: ["Bug", "Feature Request", "Question", "Account Issue"] },
    { type: "select", label: "Severity", 
      options: ["Critical", "High", "Medium", "Low"] }
  ],
  routes: [
    {
      // Critical bugs go to emergency support
      queryValue: { 
        rules: [
          { field: "issueType", operator: "equals", value: "Bug" },
          { field: "severity", operator: "equals", value: "Critical" }
        ],
        combinator: "and"
      },
      action: { type: "eventTypeRedirect", value: "emergency-support" }
    },
    {
      // Account issues to billing team
      queryValue: { 
        rules: [{ field: "issueType", operator: "equals", value: "Account Issue" }] 
      },
      action: { type: "eventTypeRedirect", value: "billing-support" }
    }
  ]
}

Recruitment Screening

{
  name: "Interview Request",
  fields: [
    { type: "text", label: "Position" },
    { type: "select", label: "Years of Experience", 
      options: ["0-2", "3-5", "5-10", "10+"] },
    { type: "radio", label: "Work Authorization",
      options: ["Yes", "No", "Requires Sponsorship"] },
    { type: "select", label: "Availability",
      options: ["Immediate", "2 weeks", "1 month", "2+ months"] }
  ],
  routes: [
    {
      // Senior candidates to senior recruiter
      queryValue: {
        rules: [
          { field: "experience", operator: "in", value: ["5-10", "10+"] }
        ]
      },
      action: { type: "eventTypeRedirect", value: "senior-recruiter" }
    },
    {
      // Junior candidates to junior recruiter
      queryValue: {
        rules: [
          { field: "experience", operator: "in", value: ["0-2", "3-5"] }
        ]
      },
      action: { type: "eventTypeRedirect", value: "junior-recruiter" }
    }
  ]
}

Lead Qualification

{
  name: "Demo Request",
  fields: [
    { type: "email", label: "Work Email" },
    { type: "text", label: "Company" },
    { type: "select", label: "Role", 
      options: ["Developer", "Manager", "Executive", "Other"] },
    { type: "number", label: "Team Size" },
    { type: "checkbox", label: "Which features interest you?",
      options: ["Analytics", "Integrations", "API Access", "Enterprise SSO"] }
  ],
  routes: [
    {
      // Executives with large teams to enterprise sales
      queryValue: {
        combinator: "and",
        rules: [
          { field: "role", operator: "equals", value: "Executive" },
          { field: "teamSize", operator: "greaterThan", value: 50 }
        ]
      },
      action: { type: "eventTypeRedirect", value: "enterprise-sales" }
    },
    {
      // Others to standard demo
      queryValue: { rules: [] },  // Always matches
      action: { type: "eventTypeRedirect", value: "standard-demo" }
    }
  ]
}

Operators Reference

type Operator = 
  | "equals"           // Exact match
  | "notEquals"        // Not equal
  | "contains"         // String contains
  | "notContains"      // String doesn't contain
  | "greaterThan"      // Number >
  | "greaterThanEqual" // Number >=
  | "lessThan"         // Number <
  | "lessThanEqual"    // Number <=
  | "in"               // Value in array
  | "notIn"            // Value not in array
  | "isEmpty"          // Field is empty
  | "isNotEmpty";      // Field has value

Best Practices

Keep Forms Short

Ask only essential qualifying questions. Long forms decrease completion rates.

Provide Clear Options

Use select/radio fields instead of text when possible for easier routing logic.

Set a Fallback

Always define a default action if no routes match.

Test Your Logic

Submit test responses to verify routes work as expected.

Viewing Form Responses

Open Routing Form

Go to your routing forms list and select a form

View Responses Tab

Click the “Responses” tab to see all submissions

Filter and Search

Filter by date, route taken, or specific answer values

Export Data

Export responses as CSV for analysis

Advanced: Fallback Actions

When no routes match:

fallback: {
  type: "eventTypeRedirect" | "customPageMessage" | "externalRedirect",
  value: string
}

Always set a fallback action. Users who don’t match any route should still receive a response or next step.

Troubleshooting

Route Not Triggering

Check field names: Ensure route conditions reference correct field IDs
Review operators: Verify operator matches data type (e.g., don’t use greaterThan on strings)
Test logic: Use form preview to test with sample data
Check combinators: Verify and/or logic is correct

Form Not Showing

Check disabled status: Form might be disabled
Verify team membership: For team forms, ensure user has access
Review URL: Confirm form URL is correct

Workflows - Automate actions on form submission
Event Types - Route to different event types
Teams - Team-level routing forms

Get Started

Core Features

Integrations

Embedding

Self-Hosting

Enterprise

Overview

Creating a Routing Form

Form Fields

Routing Logic

Route Actions

Event Type Redirect

Custom Message

External Redirect

Example Routing Form

Sales Qualification Form

Form Responses

Response Format

Workflow Integration

Form Workflow Triggers

Form Settings

Queued Responses

Use Cases

Support Triage

Recruitment Screening

Lead Qualification

Operators Reference

Best Practices

Keep Forms Short

Provide Clear Options

Set a Fallback

Test Your Logic

Viewing Form Responses

Advanced: Fallback Actions

Troubleshooting

Route Not Triggering

Form Not Showing

​Overview

​Creating a Routing Form

​Form Fields

​Routing Logic

​Route Actions

Event Type Redirect

Custom Message

External Redirect

​Example Routing Form

​Sales Qualification Form

​Form Responses

​Response Format

​Workflow Integration

​Form Workflow Triggers

​Form Settings

​Queued Responses

​Use Cases

​Support Triage

​Recruitment Screening

​Lead Qualification

​Operators Reference

​Best Practices

Keep Forms Short

Provide Clear Options

Set a Fallback

Test Your Logic

​Viewing Form Responses

​Advanced: Fallback Actions

​Troubleshooting

​Route Not Triggering

​Form Not Showing

​Related Features

Overview

Creating a Routing Form

Form Fields

Routing Logic

Route Actions

Example Routing Form

Sales Qualification Form

Form Responses

Response Format

Workflow Integration

Form Workflow Triggers

Form Settings

Queued Responses

Use Cases

Support Triage

Recruitment Screening

Lead Qualification

Operators Reference

Best Practices

Viewing Form Responses

Advanced: Fallback Actions

Troubleshooting

Route Not Triggering

Form Not Showing

Related Features