How can Webflow Forms be used to collect and store field values for users in a SaaS application, similar to how Jira does?

Published on
September 22, 2023

Webflow Forms can be used to collect and store field values for users in a SaaS application, similar to how Jira does. By utilizing Webflow's powerful form functionality, you can create custom forms that allow users to input data which can then be stored in a collection within Webflow. Here's a step-by-step guide on how to achieve this:

  1. Create a Form
  • Start by designing a form using Webflow's visual editor. Add form elements such as input fields, checkboxes, dropdowns, etc., to collect the necessary user information.
  • Make sure to assign a unique name to each input field as this will be used to access the field values later.
  • You can also style the form to match the design and branding of your SaaS application.
  1. Set Up Form Submission
  • Once the form is designed, you need to configure how the form data will be handled.
  • In Webflow, select the form element, and under the Settings tab, choose the Form option.
  • Enter the URL where you want the form data to be sent. This could be a Webflow collection or an external API.
  1. Create a Collection
  • To store the form data, you'll need to create a collection in Webflow.
  • Go to the CMS section in Webflow and click on Add New Collection. Give your collection an appropriate name.
  • Add fields to the collection that correspond to the input fields in your form, using the same unique names.
  • Make sure to configure the correct field types for each collection field, such as text, number, checkbox, etc.
  1. Bind Form Fields to Collection
  • In the Webflow designer, select the form element and navigate to the Settings tab.
  • Under the Collections section, select the collection you created in step 3.
  • Map each form field to the corresponding collection field.
  • This binding connects the form data to the collection, allowing it to be stored when the form is submitted.
  1. Handle Form Submission
  • When a user submits the form, Webflow will automatically store the field values in the designated collection.
  • You can then use the Webflow CMS API or Zapier to integrate the stored data with your SaaS application.
  • With the API, you can fetch the data in real-time, update it, or display it in various parts of your application.
  • By using Zapier, you can automatically push the form data to other applications or systems you may be using in your SaaS stack.

By following these steps, you can effectively use Webflow Forms to collect and store field values for users in a SaaS application, similar to how Jira does. This enables you to gather user input, organize and manage the data within Webflow's CMS, and integrate it with other systems or applications seamlessly.

Additional Questions:

  1. What is Webflow CMS and how does it work?
  2. Can Webflow integrate with external APIs?
  3. How can Zapier be used to automate workflows with Webflow?