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    Platform Overview

    Platform Features

    Everything you need to connect your MSP business systems

    Drag-and-Drop Form Builder

    Build multi-step forms with 11+ field types. Add text inputs, dropdowns, file uploads, payment fields, and marketing toggles. No code needed.

    11+ field types including custom HTML
    Multi-step form support
    Live preview while building
    Form cloning for rapid deployment
    Form Builder
    Text
    Email
    Number
    Dropdown
    Checkbox
    File
    Payment
    Full Name *
    Email Address *
    Service Type
    Select an option...

    Powerful Automated Actions

    Every form submission can create records, send notifications, and process payments on its own.

    Configure per-form automation workflows
    Chain multiple actions in sequence
    Conditional logic and branching
    Error handling with retry policies
    Automation Pipeline
    Create Service Tickets
    Create Opportunities
    Create Activities
    Create/Update Contacts
    Create Configurations
    Trigger Tracks
    Assign Marketing Groups
    Process Payments
    Send Emails
    Registration Emails
    Run Scripts
    Referral Forms
    Step Forms
    Redirect Users

    Universal Connector Framework

    Hook up your PSA, marketing tools, and payment processor. See connection health and latency at a glance.

    ConnectWise
    Autotask
    Halo PSA
    GHL
    Mailchimp
    Constant Contact
    PayPal
    Connector Health All Operational
    ConnectWise
    45ms99.9%
    Autotask
    62ms99.8%
    Halo PSA
    38ms99.9%
    GHL
    51ms99.7%
    Mailchimp
    33ms99.9%
    Constant Contact
    41ms99.8%
    PayPal
    29ms99.9%

    Database-Level Security

    Security starts at the database. Row-level isolation keeps tenant data separated at the PostgreSQL level.

    Row-Level Security (RLS) on PostgreSQL
    Immutable audit logging (100% coverage)
    Role-based access control (Owner, Admin, Operator, Read-Only)
    Multi-tenant data isolation
    JWT authentication with secure token management
    RLS
    RBAC
    Isolation
    JWT

    Embed Anywhere

    Drop a single script tag on any website and your forms just work. Full styling control, responsive layouts, and zero iframes.

    Works on WordPress, Wix, Joomla, GHL, or plain HTML
    Responsive design out of the box
    Custom CSS overrides supported
    No iframes, just native DOM rendering
    index.html
    <!-- Add to any page -->
    <script
    src="https://app.joomconnect.com/embed.js"
    data-form="contact-us"
    ></script>
    WordPressWixJoomlaGHLHTML

    100% Audit Coverage

    Every API call, login, form save, and config change gets logged. Records are append-only and can't be tampered with.

    All API calls logged
    User action tracking
    Before/after snapshots
    IP and user agent recording
    Audit TrailLive
    TimeUserActionDetailStatus
    2:34:12 PMadmin@msp.comform.updatedContact Form v2 OK
    2:33:58 PMops@msp.comsubmission.createdLead #4821 OK
    2:33:45 PMsystemconnector.syncConnectWise OK
    2:33:22 PMadmin@msp.comteam.inviteuser@msp.com OK
    2:33:01 PMsystemwebhook.firedTicket #9102 Warn

    Ready to see it in action?

    Start building forms, automating workflows, and connecting your MSP stack in minutes.