-
Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Must be part of an Essentials plan or abov...
-
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...