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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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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. ...
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Last Updated: 07/30/2026
in Connectors & Integrations Learn about configuring the FormAssembly Connector Timeline
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Last Updated: 07/29/2026
in Release Notes BUG FIXES Fixed an issue where testing an account-level SAML SSO configuration with Azure AD (Entra ID) would always fail validation, even when the connection was correctly configured and SSO sign-in worked as expected. Improved the SAML sign-...
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Last Updated: 07/29/2026
in Release Notes IMPROVEMENTS We've made Salesforce connections more resilient under heavy usage: Improved reliability when multiple workflows, connectors, or datasets share the same Salesforce authorization at the same time, reducing cases where a connection co...
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Learn how to prefill data into your forms through the URL
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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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Learn how to use secure lookup parameters for prefilling
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Overview Salesforce users often need to collect additional information related to an existing Account without asking users to re-enter data that's already stored in Salesforce. By adding a prefilled form as a custom button on the Account record...
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Last Updated: 07/22/2026
in Release Notes NEW RELEASES AND IMPROVEMENTS Released Script Integrity Verification for payment forms. If a form owner uses custom scripts on a payment page, those scripts are now monitored for unexpected changes, with form owners being notified when changes ar...