FormAssembly
Secure web forms and digital process automation with validated data flows into Salesforce
FormAssembly is a data collection and digital process automation platform for building web forms and multi-step workflows without developers. It applies validation, security controls, and routing logic at submission so structured data enters Salesforce and other connected systems correctly. The platform includes an audit trail covering compliance-relevant events, and its AI assistant, Fai, helps design forms, logic, and integrations from a plain-language description.
Core capabilities include a no-code form builder, multi-step workflows with reviewers and approvers, document generation, and e-signature. Integrations cover Salesforce, HubSpot, Microsoft SharePoint, Google Drive, Google Sheets, Microsoft Excel, Dropbox, Stripe, and a Webhook Connector for custom API connections. Security features include role-based access controls, SAML-based SSO, encryption in transit and at rest, secure file handling with malware detection, and regional data residency options. Authentication options include SAML, CAS, and LDAP.
FormAssembly is aimed at CRM administrators, RevOps and marketing operations teams, IT directors, CISOs, and compliance officers in regulated industries such as healthcare, higher education, financial services, and government. Plans are packaged by capability: Collect covers single-user data collection with forms, document generation, single-signer e-signature, and the Fai AI assistant; Automate adds multi-step workflows, multi-party e-signature, custom roles, and consent management. Add-on packs for responses, documents, and users are available, and a trial is offered.
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