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Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...
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Learn about creating leads and updating contacts
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Last Updated: 04/23/2025
in Release Notes
Changes & Bug fixes The secure URL parameter correctly enforces the signature expiration date by the user’s in-app timezone preferences ...
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Last Updated: 04/18/2025
in Release Notes Highlights We’re excited to introduce powerful new enhancements to Workflow-native Connectors and workflow variable management that offer greater flexibility and personalization in your workflows. What's new: Start Workflows with Connectors : ...
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Overview Variables can now be created at the start of a workflow and automatically set using URL Parameters. Once initialized, these variables can be mapped or used throughout the workflow to drive dynamic behavior in Connectors, prefill fields...
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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 ...
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Learn how to send uploads to Salesforce Files
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Last Updated: 04/10/2025
in Release Notes
Changes & Bug fixes Chat support is available through a new platform. Fix for specifying timeout on each purge job. Fixed an error when trying to purchase an item with Tax applied when Cybersource Connector is used. Fixed an issue wher...
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Learn how to use the Cybersource connector to process payments
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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 No...