Website forms
Use native forms on your Umni pages for contact, lead, request or other structured submissions.
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Collect the right information and automate what should happen next
Build website forms or conversational journeys that ask what the business needs, validate important inputs, save reusable customer data and route the result to the right process or integration.
From a simple enquiry to a connected workflow
Choose the level of structure your process needs.
Conversational fields
Collect answers one question at a time inside a guided conversation when that feels easier for the customer.
Conditions & branching
Route different answers to different paths instead of forcing every customer through the same sequence.
Custom fields
Save important answers so later steps, conditions and integrations can reuse the same value.
Email & SMS actions
Use configured integration nodes to send or route information when the workflow requires communication.
JSON & API connections
Connect supported external endpoints and pass structured data between Umni and another business system.
What a visual customer journey looks like
Instead of writing code for every path, Flow Builder represents the journey as connected steps. A step can show content, ask for input, make a decision, save information or call an integration.
- 1
Ask
Ask the customer for the exact information the process needs. - 2
Validate
Keep important values in the expected format before the journey continues. - 3
Decide
Use conditions or customer choices to select the correct path. - 4
Remember
Save useful values in custom fields so downstream steps can reuse them. - 5
Connect
Send the result to the next Umni action or supported external system.
Examples that make automation concrete
Ask only what sales needs
Collect company, need, timing and contact details, then route the lead based on the answers instead of treating every enquiry identically.
Guide the customer to the right request
Ask which service is needed, collect details and pass the structured request to email, an API or another connected process.
Move from questions to availability
Answer initial questions, collect the criteria that matter and direct the customer into the booking experience when they are ready.
Send the outcome where it belongs
Different answers can lead to different email recipients, integrations or follow-up paths without exposing that complexity to the customer.
Frequently asked questions
What is Flow Builder?
Flow Builder is Umni’s visual tool for creating connected conversational and automation steps such as messages, questions, conditions, custom fields, jumps and integrations.
Can I collect information without a traditional form?
Yes. Conversational form-field nodes can collect information one answer at a time through the widget composer, while native website forms remain available for traditional form layouts.
Can answers be used later in the journey?
Yes. Form-field nodes can save answers to selected custom fields, allowing conditions and downstream integrations to use the collected values.
Does automation always require an external integration?
No. Many journeys can be completed entirely within Umni using content, conditions, fields, tags, forms, bookings and routing. Integrations are added when an external system needs to participate.
Bring us one repetitive customer process
We can break it into the questions, decisions and actions that belong in a visual Umni journey.