FormAssembly Workflow Builder

Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...

Introduction The Form Step allows you to collect a form response. With this Step, you can collect data at various stages in your workflow to be used later in other steps. Before configuring this Step, your forms should already be built and saved ...

Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  To add this step to your workflow, click the " Add ...

Introduction The Go To Step allows you to direct your workflow to a previous or future step, or even to a step that is on another Path! To add this step to your workflow, click the " Add Step " button on your Map and then select Go To Step fro...

Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and then select Add a Connector from the dropdown m...

Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. This step combines the  Auto-Responder and Email Notification...

Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL.  To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and then select Pag...

Introduction The Workflow Approval feature enables you to map and build approval processes into your workflow, bridging the gap between various business process components. This feature is particularly beneficial when validating data collection p...

Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...

Introduction When using FormAssembly Workflow to create a customer journey, you may require data from multiple form respondents. Our Workflow Assignments feature adds the ability to easily assign someone to a Form Step in your Workflow Builder. T...

Introduction From the workflow Collaboration page, workflow owners may share their workflow with others, or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow managem...

Overview Send uploaded files from workflow responses directly to a destination Box folder with the Box Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those interested in purchasi...

Overview Send uploaded files from workflow responses directly to a destination Dropbox folder with the Dropbox Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those interested in ...

Overview Send uploaded files from workflow responses directly to a destination Google Drive folder with the Google Drive Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those in...

Overview Send uploaded files from workflow responses directly to a destination OneDrive folder or SharePoint site with the Microsoft SharePoint Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly...

Overview FormAssembly’s Webhook Connector is a powerful tool that allows you to send data from your forms to any web service in real-time. The flexibility it offers can be transformative for your workflows, enabling seamless data transfers and auto...