-
Last Updated: 10/22/2025
in Release Notes Changes & Bug Fixes The Salesforce Connector’s API has been updated to version v62 Resolved an error where Workflow was not saving if there are multiple Approval steps configured E-signature verification will now require clicking a verify b...
-
Overview Salesforce announced a change of usage restrictions for connected apps, requiring action from FormAssembly accounts using Salesforce Connectors. Salesforce's full announcement is available at this link . For a brief overview of the ...
-
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...
-
Overview Connect form responses directly to your Microsoft Excel Workbooks with the Microsoft Excel Connector . With the Microsoft Excel Connector, you can now quickly and easily access your response data within Excel for data processing and ana...
-
Overview Send and receive workflow data directly to HubSpot from within the HubSpot Workflow Connector. Requirements To use the HubSpot Workflow Connector, a FormAssembly user must: Be part of a Team plan or higher Have Content Management a...
-
Learn about Akismet spam filtering for Enterprise
-
Last Updated: 10/16/2025
in Use Cases Custom Use Cases Learn how to start prefilling from Salesforce
-
Learn how to use secure lookup parameters for prefilling
-
Overview Leverage FormAssembly’s Document and E-Signature steps to facilitate seamless document approvals, contract signing, and other essential workflows directly within the platform. FormAssembly's E-Signature step is designed to comply wit...
-
Learn how to manage public announcements from the admin dashboard