How to Automate Client Requests in Motion.io with Portal Tabs & Embedded Forms

Introduction

Managing client requests shouldn’t feel like chasing scattered emails, Slack messages, or sticky notes. With Motion.io’s Client Requests feature, you can give your clients a simple, self-service way to request additional work—and instantly turn those requests into actionable tasks for your team.

‍

Why Client Requests Matter

When clients need support or want to request new deliverables, speed and clarity matter. By embedding custom forms directly into your client portal tabs, you give them a dedicated space to submit requests anytime. No more digging through inboxes or forwarding messages—everything stays centralized in Motion.io.

How It Works

Inside your project templates, you can add new Portal Tabs (like Help Desk or Work Requests) and embed forms. Each form submission automatically creates a task in your project, assigned to the correct stage and team member. Clients also gain visibility into request status via their portal, making communication smoother and more transparent.

Benefits of Using Client Requests

• Sell Add-On Services with Ease
  Clients can request additional design work, campaign updates, or new deliverables directly in their portal. It’s the perfect way to streamline upsells without extra admin work.
• Automate Task Creation and Communication
  Every client request instantly becomes a task with assignees and details pre-filled. Your team can start faster, avoid miscommunication, and skip email clutter.
• Keep Clients Coming Back for More
  By responding quickly and delivering efficiently, you show clients they’re a priority. A smooth request process builds trust, improves retention, and opens the door for future upsells.

Setting Up Client Requests

1. Create Forms in Motion.io – Use our AI Form Builder or build custom forms.
2. Add Portal Tabs – Name them (e.g., “Help Desk” or “Work Requests”).
3. Embed Your Forms – Connect each form to a stage in your project template.
4. Go Live – Invite clients to their project, and they’ll see these new tabs instantly.

Final Thoughts

With Motion.io Client Requests, you eliminate the back-and-forth and give clients a seamless way to ask for what they need. Your team stays organized, your clients feel heard, and your business grows faster.
‍
If you're not already using Motion.io, now is the perfect time to try it out.

👉 Start your free trial today and see how much smoother your client onboarding and collaboration can be.