Using Templates

Buildorado templates are pre-built workflows that you can install in your account and customize for your specific use case. Instead of starting from a blank canvas, templates give you a ready-made form with fields, logic branches, action nodes, and integrations already configured. This saves hours of setup time and provides proven patterns for common business processes like lead capture, payment collection, client onboarding, and event registration.

This guide covers browsing and filtering templates, installing them, customizing after installation, exploring the most popular templates, and creating and publishing your own templates for the marketplace.

Browsing the Template Marketplace

The template marketplace is accessible from the Buildorado dashboard. Here you can explore hundreds of community and Buildorado-made templates organized by category, popularity, and use case.

How to Browse Templates

1. From the Dashboard, click Templates in the left sidebar.
2. Browse the featured templates on the home screen, or use the search bar to find something specific.
3. Filter by category, integration, or rating using the sidebar filters.
4. Click any template card to open its detail page.

Template Detail Page

Each template detail page shows:

• Preview: A live preview of the form as end users will see it.
• Description: A detailed explanation of what the template does and who it is for.
• Fields included: The form fields and their types (text, email, number, file upload, etc.).
• Integrations required: Which third-party services the template connects to (e.g., Stripe, Slack, Google Sheets).
• Logic overview: A summary of conditional branches, scoring, and routing.
• Action nodes: What happens after submission (emails, CRM updates, Slack messages, etc.).
• Reviews: Community ratings and feedback from users who installed the template.

Template Categories

Templates are organized into categories to help you find the right starting point quickly:

Installing a Template

Installing a template creates a copy in your account as a new draft workflow. The original template is not affected by your changes.

Step-by-Step Installation

1. Navigate to the template you want to install.
2. Click the Use Template button.
3. The template is copied to your account and appears in your Workflows list as a new draft.
4. The workflow editor opens automatically so you can begin customizing.

What Gets Copied

When you install a template, everything is copied to your account:

• All form fields, labels, help text, and validation rules
• Multi-step configuration and progress indicator settings
• Conditional logic branches and routing rules
• Action nodes (email, Slack, webhook, CRM, etc.)
• AI nodes and their configuration
• System nodes (loops, delays, HTTP requests, code)
• Theme settings (colors, fonts, border radius)

What Does Not Get Copied

• Integration connections. You need to connect your own Stripe, Slack, Google Sheets, or other accounts. The template tells you which integrations are required so you can set them up before publishing.
• API keys and credentials. For security, no credentials are transferred. Reconnect each integration in Settings > Integrations.
• Submission data. Templates start with zero submissions.

Customizing an Installed Template

After installing a template, treat it as your own workflow. You have full editing control.

Common Customizations

Updating form fields: Add, remove, or reorder fields in the form builder. Change labels, placeholder text, help text, and validation rules. Adjust field types (e.g., change a text field to a dropdown).

Modifying conditional logic: Open the conditional logic panel to adjust branching rules. Change conditions, add new branches, or simplify the flow. For example, a template might route based on budget amount, and you can adjust the threshold to match your business rules.

Connecting your integrations: Replace the template's placeholder integration nodes with your own connected accounts. Go to Settings > Integrations to connect Stripe, Slack, Google Sheets, HubSpot, or any of the 30+ supported integrations.

Adjusting action nodes: Modify email templates, Slack channel targets, CRM field mappings, and webhook URLs. Each action node's configuration panel lets you map form field values to the action's parameters.

Theming and branding: Match the form to your brand in Settings > Theme. Set your brand color, font, background, and border radius. On paid plans, remove the Buildorado branding badge.

Changing the completion behavior: Configure what happens after submission — show a thank-you message, redirect to a custom URL, or display a summary of the submitted data. See the embed guide for redirect configuration.

Popular Templates

Here are the most installed templates on the Buildorado marketplace, along with what makes each one effective:

Lead Qualification Funnel

A multi-step form that scores and routes leads based on their answers. Collects contact information, company details, budget range, and timeline. Uses conditional branching to assign a lead score and route high-value leads to a Slack notification and CRM record, while lower-scoring leads receive an automated follow-up email sequence.

Integrations: Slack, HubSpot (or Salesforce), email Fields: 8 fields across 3 steps Best for: B2B SaaS companies, sales teams, marketing agencies

Payment Checkout

A Stripe-powered checkout flow with dynamic pricing calculated from form responses. Supports one-time payments and subscriptions. Includes order summary, coupon code field, and confirmation email. The price updates automatically based on selected options (e.g., plan tier, quantity, add-ons).

Integrations: Stripe, email Fields: 6 fields across 2 steps Best for: E-commerce, SaaS subscriptions, service businesses, event tickets

Client Onboarding

A comprehensive intake form that collects client contact details, company information, project requirements, signed agreements, and payment details in a single branded flow. Automatically creates a client record in your CRM, sends a welcome email, stores uploaded documents in Google Drive, and notifies your team on Slack.

Integrations: Google Drive, Slack, HubSpot, email Fields: 14 fields across 4 steps Best for: Agencies, consultancies, professional services firms

Event Registration

A registration form with calendar booking, payment processing, and confirmation emails. Supports capacity limits, waitlists, early-bird pricing, and promo codes. Integrates with Google Calendar to create events and block availability.

Integrations: Stripe, Google Calendar, email Fields: 7 fields across 2 steps Best for: Conference organizers, workshop hosts, community events

Customer Feedback Survey

A branching survey that adapts based on responses. Positive feedback triggers a review request email. Negative feedback routes to the support team on Slack with AI-generated sentiment analysis and summary. Includes rating scales, multiple choice, and open-ended text fields.

Integrations: Slack, email, AI (sentiment analysis) Fields: 10 fields across 3 steps (dynamic branching) Best for: Product teams, customer success teams, support teams

Job Application

A professional application form with resume upload, screening questions, and automated notifications. Conditional logic filters out unqualified candidates based on required criteria. Qualified applications notify the hiring manager on Slack and create a record in the applicant tracking system.

Integrations: Slack, Google Drive, email Fields: 12 fields across 3 steps Best for: HR teams, recruiters, hiring managers

IT Request Form

An internal form for IT support requests. Users select the request type (hardware, software, access, other), describe the issue, and set priority. Conditional routing sends high-priority requests to a dedicated Slack channel and creates a Jira ticket, while standard requests go into a Google Sheet queue.

Integrations: Slack, Jira, Google Sheets, email Fields: 6 fields across 1 step Best for: IT departments, internal operations teams

Expense Report

An internal expense submission form with receipt upload, amount entry, category selection, and manager approval routing. The form branches based on expense amount — amounts over a configurable threshold require additional approval. Submitted expenses are logged in Google Sheets and the approver receives an email notification.

Integrations: Google Sheets, Google Drive, email Fields: 8 fields across 2 steps Best for: Finance teams, operations, any team tracking expenses

Creating Your Own Templates

Share your best workflows with the Buildorado community by publishing them as templates. Templates can be free or paid, and you earn revenue sharing on paid template installations.

Requirements for Publishing

Before you can submit a template for review, it must meet these requirements:

1. Published workflow. The workflow must be in published status with a working form.
2. Complete description. Write a clear title, detailed description, and list the use cases the template serves.
3. Category selection. Choose the most appropriate category from the marketplace taxonomy.
4. Preview image. Upload a screenshot or preview image showing the form in action (1200x800px recommended).
5. Integration documentation. List all required integrations so users know what to connect before publishing.
6. No hard-coded credentials. Integration nodes should use placeholder configurations, not actual API keys or account details.

How to Publish

1. Open a published workflow in the builder.
2. Click Settings > Publish as Template.
3. Fill in the template details:
   • Title — A clear, descriptive name (e.g., "Lead Qualification Funnel with Scoring")
   • Description — Explain what the template does, who it is for, and what makes it valuable
   • Category — Select the best-fit category
   • Tags — Add relevant keywords for search (e.g., "leads", "B2B", "scoring", "CRM")
   • Preview Image — Upload a screenshot of the form
   • Pricing — Choose free or set a price (minimum $5 for paid templates)
4. Click Submit for Review.

Review Process

The Buildorado team reviews every submitted template to ensure quality and safety. The review checks for:

• Functionality: The workflow works end-to-end without errors.
• Quality: Fields have clear labels, help text where needed, and reasonable validation rules.
• Security: No hard-coded credentials, API keys, or personal data in the template.
• Originality: The template provides meaningful value and is not a duplicate of existing templates.

Reviews typically take 2-5 business days. You receive an email notification when the template is approved or if changes are requested.

Revenue Sharing

For paid templates, Buildorado operates a revenue sharing model:

• Creator receives: 70% of each sale
• Buildorado retains: 30% for marketplace hosting, review, and payment processing

Earnings are paid out monthly to your connected payment account. You can track installations and revenue from Settings > Templates > My Templates in the dashboard.

Tips for Choosing the Right Template

1. Match your use case first. Browse the category that fits your goal, then narrow down by reading descriptions and reviews.
2. Check integration requirements before installing. If a template requires Stripe but you use PayPal, you will need to swap out the payment node after installation.
3. Start from a template even if you plan heavy customization. It is faster to modify an existing structure than to build from scratch. The template gives you a proven layout and logic flow to iterate on.
4. Read community reviews. Other users share tips, gotchas, and customization ideas in their reviews.
5. Preview before installing. Use the live preview on the template detail page to walk through the form as an end user.
6. Consider the number of steps. Multi-step templates with 3-4 steps tend to have higher completion rates than single-step forms with many fields.

Related Documentation

• Quick Start — Build and publish your first workflow in 5 minutes
• Form Builder — Learn about all 36 field types
• Conditional Logic — Build smart branching after installing a template
• Integrations — Connect the services your template needs
• Embedding Workflows — Embed your customized template on your website
• Webhooks — Connect workflows to external services

Frequently Asked Questions

Can I edit a template after installing it?

Yes. Installing a template creates an independent copy in your account. You have full control to add, remove, or modify any field, logic branch, action node, or integration. Changes you make do not affect the original template or other users who installed it.

Do templates receive updates from the creator?

No. Templates are point-in-time copies. If the creator publishes an updated version, it appears as a separate listing in the marketplace. You would need to install the new version and re-apply your customizations. Your existing installed copy is not affected.

How many templates can I install on the free plan?

Templates count as workflows. The free plan allows 3 workflows total, so you can install up to 3 templates (or a mix of templates and custom workflows). Paid plans support more workflows — check the pricing page at buildorado.io/pricing for current limits.

Can I publish a template based on another template I installed?

Yes, with attribution. If you significantly customize and improve an installed template, you can publish your version as a new template. The marketplace encourages building on community work, but your version should provide meaningful additional value (e.g., new integrations, different branching logic, additional fields). Exact duplicates or trivial modifications will be rejected during review.