Order Form TemplateInterfaces
Interfaces
Project Intake Form
Automate the way you receive project requests from clients with a customizable project intake form template.
Overview
Respond to project requests quickly without stressing yourself out. With this template, you can build an automated intake form that captures essential project details easily, making it clear which opportunities are worth pursuing.
Why use our project intake form template?
✓ Create your form easily with no coding required
✓ Customize it with branding and form fields
✓ Share your form through a link or embed code
✓ Get instant notifications for new submissions
✓ View all projects in an organized table
✓ Send project data to thousands of apps
Who should use this template?
It's great for freelancers juggling gigs, agencies with a roster of clients, businesses that thrive on projects, and project managers hoping to save time on organizational work.
How does this template work?
Inside the template, you'll find:
- A project intake form — Populate the form with an email field and any other elements you want.
- A table of requests — Automatically store and organize project details.
- An automated workflow — Every time someone submits a request using your form, receive an email notification.
To get started, customize your project intake form to capture details that matter to you—and then stylize the form to fit your brand.
Happy with the way your intake form looks? The next step is to share the the URL or embed the form on your website with code. Every submission will automatically flow into a table and trigger an instant email notification, so you never miss an opportunity. And you can customize the template to send project data to other apps you use, like your chat app or project management tool.
Frequently asked questions
Is this template beginner-friendly?
It is. It's straightforward and easy to use, even if you're new to automation. You don't need coding or technical skills to get started. And our help center is available if you encounter questions along the way.
Can I add different elements to my form?
Absolutely. There are so many elements to choose from, including a short text field, email field, and checkbox.
Can I embed forms on my website?
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.
For the notification email, do you connect with my email provider?
This template is pre-configured to send notifications using Email by Zapier—but you can easily connect your preferred tool instead. Zapier integrates with tons of email apps, so yours is likely included.
Where can I view my form submissions?
This template comes with a table that houses every form submission, so you can easily see them all at a glance.
Do I need a paid Zapier plan to use this template?
Nope, you can use it for free. If you need more flexibility, you can always switch to a paid plan. Compare plans and features here.
