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Portal

Create embeddable forms, workflows, and interfaces for your end users — all powered by your automations.

What Is the Portal?

The Portal lets you create user-facing experiences without building a custom frontend:

  • Forms — Collect data that triggers automations
  • Workflows — Guided multi-step processes
  • Dashboards — Display data to users
  • Actions — Buttons that trigger automations

Creating a Portal

Step 1: Start a New Portal

  1. Navigate to Distribute → Portal
  2. Click + New Portal
  3. Enter portal details:
    • Name: Internal reference
    • Title: What users see
    • Description: Purpose of the portal

Step 2: Add Components

Drag and drop components onto your portal:

Component Purpose
Form Collect user input
Button Trigger an automation
Table Display data
Chart Visualize metrics
Text Add instructions

Step 3: Connect to Automations

Link portal components to your workflows:

Form: Contact Request
  └─ On Submit → Run "Process Contact" automation
  └─ Pass Data → {{form.name}}, {{form.email}}, {{form.message}}

Step 4: Publish

  1. Click Publish
  2. Get your portal URL or embed code

Portal Components

Forms

Build forms that trigger automations:

Form Fields:
  - Name: text, required
  - Email: email, required
  - Company: text, optional
  - Message: textarea, required
  
On Submit:
  - Run: "New Lead" automation
  - Show: "Thank you!" message
  - Redirect: /thank-you

Field Types:

  • Text, Email, Phone, URL
  • Number, Currency
  • Date, Time, DateTime
  • Select, Multi-select, Radio
  • Checkbox, Toggle
  • File Upload
  • Rich Text

Tables

Display data from your automations:

Column Source
Name {{record.name}}
Status {{record.status}}
Created {{record.created_at}}

Features:

  • Sorting
  • Filtering
  • Pagination
  • Actions per row

Buttons

Trigger automations with a click:

Button: "Generate Report"
  Style: Primary
  On Click:
    - Run: "Generate Report" automation
    - Show: Loading spinner
    - Complete: Display download link

Embedding Portals

Embed Code

Copy the embed code to add your portal to any website:

<iframe 
  src="flow.work.studio/YOUR_PORTAL_ID"
  width="100%"
  height="600"
  style="border: none;"
></iframe>

Share the direct URL with users:

Custom Domain

Use your own domain for a professional look:

  1. Go to Portal Settings
  2. Click Custom Domain
  3. Add your domain (e.g., forms.yourcompany.com)
  4. Configure DNS (CNAME record)
  5. Wait for verification

Styling

Built-in Themes

Choose from pre-built themes:

  • Light (default)
  • Dark
  • High Contrast
  • System (follows user preference)

Custom Branding

Setting Description
Logo Your company logo
Primary Color Buttons, links, accents
Background Page background
Font Typography choice

Custom CSS

For advanced customization:

.sv-form {
  background: #f5f5f5;
  border-radius: 12px;
  padding: 24px;
}

.sv-button-primary {
  background: #0066cc;
}

Access Control

Public Portals

Anyone with the link can access:

  • No login required
  • Great for public forms
  • Rate limited for abuse prevention

Authenticated Portals

Require users to sign in:

  • Email/password login
  • SSO (Google, Microsoft, SAML)
  • Magic link (passwordless)

Role-Based Access

Show different content based on user role:

Components:
  - Form: Contact Us
    Visible: All users
    
  - Table: My Orders
    Visible: Authenticated users
    
  - Button: Admin Panel
    Visible: Admin role only

Analytics

Track portal usage:

Metric Description
Views Page visits
Submissions Form completions
Bounce Rate Left without action
Avg. Time Time spent on portal

Best Practices