Documentation

Hudu forms for MSP documentation workflows

Use FormNode to collect structured onboarding, offboarding, access, and change-request data before automation updates Hudu, the PSA, and Microsoft 365.

Build this workflowSee related setup
Direct answer

FormNode can feed Hudu-aware workflows by collecting structured request data once, preserving client context and approvals, and sending the payload to n8n or another workflow layer that updates documentation alongside tickets and fulfillment systems.

Single structured intake surfaceHudu workflows stay structured, tenant-aware, and automation-ready.
Client and organization contextHudu workflows stay structured, tenant-aware, and automation-ready.
Approval audit trailHudu workflows stay structured, tenant-aware, and automation-ready.
Workflow fit

Use FormNode when the request needs more than a static form.

  • User onboarding documentation
  • Offboarding documentation
  • Access request evidence
  • Client intake data collection
  • Change approval records
Example workflow

A user onboarding form captures tenant, license, manager, and access details; the workflow provisions Microsoft 365, opens or updates the PSA ticket, and writes the final structured record into Hudu.

Useful fieldsClient, System, Target user, Access level, Approver, Documentation note
Why FormNode fitsSingle structured intake surface, Client and organization context, Approval audit trail, Webhook payload fidelity, Portal forms for customer-supplied documentation data
Common questions

Does FormNode write directly to Hudu?

FormNode sends structured data to your workflow endpoint. Your n8n workflow or middleware can update Hudu while also handling tickets, provisioning, notifications, and approvals.

Why use a form for Hudu documentation workflows?

The request already contains structured data. Capturing it once in FormNode lets the workflow reuse the same fields for fulfillment, ticketing, and documentation instead of retyping notes later.

Related FormNode pages