Updated Articles

  1. iATS Connector

    Learn how to process payments with our iATS connector
  2. Authorize.net Connector

    Learn how to use the Authorize.net connector to process payments
  3.  MailChimp Integration

    Learn how to use our HTTPS connector to integrate with Mailchimp
  4. WordPress

    Learn how to publish and embed your FormAssembly form on a Wordpress site.
  5. Workflow Step - Send an Email

    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...
  6. Release 5.120

    Changes & Bug Fixes For those using the Cybersource connector, FormAssembly is transitioning from Cybersource SOAP API to REST API.  Signature or or Signer tags that don't meet formatting requirements of the E-Signature step will appear in map...
  7. Salesforce Dynamic Picklist (v2)

    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...
  8. Email Notification Security and Authentication

    Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses ...
  9. Replay

    Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
  10. Workflow-Native Connectors

    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...
Terms of Service · Privacy Policy