Updated Articles

  1. Reopening Expired Form Links

    Overview There are two main triggers for link expiration within FormAssembly.  Links initiated by Workflow steps and Review Before Submit links expire after 7 days (by default) from the moment the email is sent. This default setting can be u...
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  3. Email Link Expiration

    You can customize the expiration time (in days) for all resume links sent from workflows and Resume Before Submit links of your FormAssembly instance. The default is 7 days, but you can set any value between 1 and 365 days. This setting applies ...
  4. Workflow Assignments

    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...
  5. Workflow Step - Add a Connector

    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 select Add a Connector from the dropdown menu. ...
  6. FormAssembly Workflow Setup

    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 ...
  7. Salesforce Workflow Connector

    Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must: be part of a Team plan or higher purchase the Salesforce Conn...
  8. Google Drive Connector

    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 inte...
  9. Google Drive Connector

    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 inte...
  10. Stripe Connector

    Learn how to process form payments with our Stripe connector
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