Routing Forms

ChiliPiper-style pre-booking forms that route prospects to the right event type based on their answers.

Builder.io 7ce57ec 1.3 KB Updated 3.4k repo stars

File contents

Routing forms

Shape

  • Fields — text, email, phone, number, select, multi
  • Rules — ordered list of {conditions, action}
  • Fallback — action taken when no rule matches

Rule conditions

conditions: [{fieldId, op, value}, …] — all ANDed together. Ops:

  • equals, not-equals, contains, starts-with, in (value is array)

Rule actions

  • {kind: "event-type", eventTypeId, teamId?} → redirect to Booker
  • {kind: "external-url", url} → redirect off-site
  • {kind: "custom-message", message} → render message, no booking

Public URL

/forms/:formId renders the form. On submit:

  1. Walk rules in order; first match wins.
  2. If none match, use fallback.
  3. Record the response in routing_form_responses with matchedRuleId.
  4. If the action is event-type, redirect to Booker with prefilled name / email / custom-field values from the form answers.

Common tasks

User Action
"Route enterprise prospects to Bob" create-routing-form with a rule matching company size → Bob's event type
"See submissions" list-routing-form-responses --formId <id>

builderio/agent-native/tree/main/packages/scheduling/docs/skills/routing-forms commit 7ce57ecc45

Frequently asked questions

npx skillmds@latest add builderio/routing-forms