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Last Updated: 07/25/2025
in Release Notes Changes & Bug Fixes Resolved an error when the Salesforce Workflow Connector when performing a lookup on a date field in Salesforce that lacks a value ...
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Learn about form administration from the admin dashboard
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Last Updated: 07/16/2025
in Release Notes Changes & Bug Fixes E-Signature improvements: A new Notifications tab is added to the E-Signature step configuration where the Sender Name and Sender Email can be set for E-Signature notification emails. E-Signature logs show the sender ema...
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Learn how to process payments with our iATS connector
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Learn how to use the Authorize.net connector to process payments
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Learn how to use our HTTPS connector to integrate with Mailchimp
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Last Updated: 07/16/2025
in Publishing Forms Learn how to publish and embed your FormAssembly form on a Wordpress site.
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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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Last Updated: 07/15/2025
in Release Notes 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...
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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...