SOS Intake

Turn External Submissions Into Business Action 

Create professional, public-facing forms that connect directly to Microsoft 365, NetSuite and Salesforce—without coding, middleware or manual data entry. 

The No-Code Form Builder for External Intake 

Give customers, vendors, applicants and other external users an easy way to submit information directly into the systems your business already uses. 

SOS Intake lets business users create professional, anonymous-access forms without relying on developers. Go beyond basic data collection with image capture and markup, electronic signature capture, document and file uploads, conditional logic, smart validation and automatic QR code generation—all while sending submissions directly into Microsoft 365, NetSuite or Salesforce. 

From a simple contact form to vendor onboarding, inspections, applications or incident reporting, SOS Intake turns external submissions into structured business processes in minutes—not days. 

Connect Forms Directly to Your Business Systems 

Eliminate the manual work between someone submitting a form and your team acting on it. 

SOS Intake connects submissions directly with Microsoft 365, NetSuite and Salesforce, helping eliminate duplicate data entry and unnecessary middleware. 

Microsoft 365: Write information directly to SharePoint, capture documents and images, and trigger Power Automate workflows while using your existing Microsoft 365 security and governance. 

NetSuite: Capture external information and use it to create or update business records directly in NetSuite without relying on separate middleware or manual re-entry. 

Salesforce: Turn form submissions into structured Salesforce records so customer information can move directly into the processes that depend on it. The direct, cross-platform integration is one of the primary differentiators identified in the Intake battle card.  

Build Professional Public Forms Without Code 

Create and publish forms quickly with an intuitive drag-and-drop designer built for business users and administrators—not developers. 

Add conditional logic to show users only the questions that matter, apply field validation to improve data quality, and customize forms to create a professional experience. 

Forms are mobile responsive, can be embedded directly into your website and are accessible without requiring users to log in. 

Generate QR codes to make forms accessible from events, signage, equipment, facilities or anywhere else you need to connect an offline interaction to a digital process.  

From Submission to Automated Process 

Go beyond collecting information and automate what happens next. 

SOS Intake can capture structured information and supporting files, write that information directly to your business systems and trigger downstream workflows immediately. 

Use Intake for processes including: 

• Website & contact forms — Route inquiries directly into your business systems 
• Vendor onboarding — Collect vendor information, tax forms and banking details 
• HR & applications — Capture applications and documents and route them for approval 
• Service requests — Create tasks and trigger workflows automatically 
• Incident reporting — Collect details, photos and supporting evidence and notify the appropriate teams 

These mirror the core use cases identified for Intake in the battle card.  

Make External Data Collection Easier 

Replace disconnected forms, manual data entry and custom development with one streamlined intake experience. 

SOS Intake combines public access, no-code form building, smart validation, file capture and direct enterprise integration so your teams can spend less time processing submissions and more time acting on them. 

Quick Facts 

• No-code drag-and-drop form builder 
• Anonymous public access 
• Microsoft 365, NetSuite and Salesforce integration 
• Conditional logic and smart validation 
• Mobile-responsive and website-ready 
• Document and image uploads 
• Automatic QR code generation 
• Built to trigger downstream automation 

These capabilities are supported throughout the battle card, including the designer, smart logic, public embedding, file capture and cross-platform integration.  

Ready to Simplify External Intake? 

Give customers, vendors, employees and partners a better way to submit information—and connect every submission directly to the systems and processes behind your business.