The problem it solves
Paper forms get lost, go out of date and have to be re-typed into a system later. Zulu’s forms let staff, clients and stakeholders fill in customisable digital forms online, with every submission captured, versioned and exportable.
What it does
- Build user-friendly forms with custom fields
- Digital signatures
- Version control on form templates
- Automatic archiving of submissions
- Export to PDF and CSV
Use cases
A trades business runs digital job safety analyses signed on site. A clinic captures intake forms online. A distributor collects supplier or account application forms.
How it connects
Forms attach to records across the CRM and Jobs, and store output via File Storage.
For your AI agent
Coming to the API. Target abilities: read submissions, create/prefill forms, trigger workflows off a submission. Proposed resource: form.
Best for
Any business replacing paper processes — especially trades, health and compliance-driven operations.