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Tray.io Integration This document covers how to send data from FormAssembly to Tray.io. Once data is sent to Tray.io it can be sent to another software application. For this example, we will be sending data from FormAssembly to Tray.io to Constan...
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Disclaimer : This article describes a use case provided by a FormAssembly user. FormAssembly is unable to guarantee the behavior of 3rd-party applications. Overview This article describes how to create an integration with Zapier and FormAssem...
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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...
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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...
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Overview On March 16, 2023, FormAssembly will be updating the functions used within our product in areas such as connectors, emails, thank you pages, and redirects, to more closely match Excel functions. This change will allow our team to work off ...
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Overview FormAssembly’s Single Sign-On (SSO) is a powerful tool to guard against unintended form access and reduce spam. Team plans and above can use FormAssembly’s Identity Provider Management capabilities to allow users to set up SSO for SAML o...
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Introduction There are many cases where it can be helpful to display Salesforce record information to your form respondents. In particular, you may want to allow your respondents to view and update their information which has been stored in Salesfo...
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Created On: 10/20/2021
in Use Cases Custom Use Cases Overview At times you may wish to collect not just an address, but also the latitude and longitude of the address in question. However, many form respondents will not know the latitude and longitude of a given address. In situations like these, it ...
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Overview You can use the Salesforce Prefill Connector to prefill a form with values from related objects and records using only one parameter in the URL. This can be helpful for creating a short and simple URL while still maintaining complexity...
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Overview When using a Redirect URL to redirect a respondent from one form to another, it is possible to prefill the second form with data collected in the first. This can allow you to simplify the form process for your respondents. You can also u...