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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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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...
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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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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...
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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...
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Overview
Salesforce Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the field is clicked by a respondent (unless there is a configured prefille...