FormAssembly

FormAssembly

4.4 out of 5 stars
Visit Website for FormAssembly
FormAssembly PiSrc Formation
FormAssembly:

About

FormAssembly is the data process automation platform built for speed, control, and trust. Teams use it to build forms, approvals, and routing workflows in minutes with Fai, the built-in AI assistant, connect them to Salesforce and other systems, and keep every process inside the same security, compliance, and audit controls. Thousands of organizations across healthcare, higher education, financial services, nonprofit, and the public sector rely on FormAssembly, including Amazon, CVS Health, Dell, LendingTree, and Southwest. Build an active proof of concept in your own trial account — your work transfers upon activation.
PiSrc Formation:

About

PiSrc Formation extends AEM's native form components with an advanced connector and field mapping capability so that content authors can easily let users sign up for more information, subscribe to mailing lists, and contact sales. Built-in functionalities like form validation and alert messages are also enhanced with the connector's field validation capability. We've done the heavy lifting of integrating with third-party APIs. Whether you're looking for a simple out-of-the-box solution, or intend to create something more custom, PiSrc Formation is a great place to start. Don't see your integration platform listed here? Let us know and we'll see if we can add support. The easy-to-use field mapping tool is preloaded with default field mappings with supported platforms. This will make lead capturing to all platforms work out of the box. Custom fields can bee added to capture more lead information.
FormAssembly:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
PiSrc Formation:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
FormAssembly:

Audience

Enterprise, Mid-Size Business, Small Business, Startups, Government, Healthcare, Higher Education, Nonprofit and Financial Services
PiSrc Formation:

Audience

Content authors looking for a field mapping tool that let users to sign up for information, suscribe, and more
FormAssembly:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
PiSrc Formation:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
FormAssembly:

API

Offers API Supported
PiSrc Formation:

API

Offers API Supported
FormAssembly:

Screenshots and Videos

PiSrc Formation:

Screenshots and Videos

FormAssembly:

Pricing

FormAssembly offers three plans, each a superset of the one before: Collect for data collection; Automate for automating a process across people and steps; and Enterprise for the governance and compliance controls regulated organizations require, with unlimited usage included.

Contact Sales or Visit the website for plan options.
Free Version Not Supported
Free Trial Supported
PiSrc Formation:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
FormAssembly:

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.0 / 5
design 4.5 / 5
support 3.5 / 5
PiSrc Formation:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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FormAssembly:

Pros from Real Users

Pros

  • - My form builder of choice as a Salesforce admin due to the easy-to-use Salesforce connectors - Loads of customisation and flexibility in the form building, conditional logic, calculated fields and validation - Highly customisable branding themes - A variety of payment connectors - Good user guides and documentation
  • - Salesforce connectors are easy to use and adaptable. - Support are helpful (when they are eventually able to reply)
FormAssembly:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
PiSrc Formation:

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported
FormAssembly:

Company Information

FormAssembly
Founded: 2006
United States
www.formassembly.com
PiSrc Formation:

Company Information

PiSrc
Founded: 2018
United States
www.pisrc.com/products/formation
FormAssembly:

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FormAssembly:

Categories

Data Collection Supported

This is what modern data collection looks like. Collect, connect, and control AI-ready data faster than ever before. FormAssembly redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack. FormAssembly is an enterprise-grade platform built to simplify data collection at scale. With an intuitive interface, advanced architecture, and built-in automation, FormAssembly makes it easy to create secure, compliant workflows and route structured data to the systems your business relies on. No dev work. No delays. Just smarter, faster data from the start.

Forms Automation Supported

Take your web forms to the next level with automated workflows. Combine and automate multi-step form processes. Send respondents down conditional paths, automate email notifications, obtain approvals, and create or update Salesforce records all without code. Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically. Fai, FormAssembly’s agentic AI assistant, helps teams move from an idea to a working workflow quickly. Describe the process you want to automate, and Fai will help generate the workflow structure, including forms, routing logic, and automation steps. Common examples include: - Multi-step approval workflows -Application and onboarding workflows - Service request workflows - Document generation and signature workflows

Lead Capture Supported

Data collection rarely stops at a single submission. FormAssembly helps teams build end-to-end workflows that capture structured data, route information to the right people and systems, and move processes forward automatically.

Build Forms That Build Your Business Trade manual data correction for automated data confidence. Customized forms that securely integrate with the apps you rely on. Forms that use spam filtering, authentication, virus scanning, and encryption collect data you can trust. Forms should do more than collect information. FormAssembly helps teams design structured forms that connect directly to workflows, approvals, and systems of record like Salesforce. Create sophisticated forms faster with Fai Fai, FormAssembly’s agentic AI assistant, helps teams move from idea to form quickly by generating form structure, validation rules, and workflow steps based on what you need to collect, allowing builders to create sophisticated forms without deep technical expertise while maintaining full control over rules, approvals, and integrations. - Patient intake forms - Application and registration forms - Referral forms - Internal request forms

Survey Supported

Create Surveys That Collect Data and Drive Action Collect survey responses that initiate workflows, trigger approvals, generate documents, and update your systems, all while using FormAssembly’s flexible tools to make sure the user experience is mobile-friendly, professional, and interactive. Survey responses can trigger automated workflows, route data to the right teams or systems, generate documents, and feed approvals or follow-up actions. At the same time, FormAssembly delivers survey capabilities for any level of complexity, providing multiple question types, branching logic, skip logic, mobile-friendly design, and branding customization. Whether you need a simple feedback form or a process-driving survey, FormAssembly supports both.

PiSrc Formation:

Categories

Forms Automation Supported
Lead Capture Supported
FormAssembly:

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Not Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Not Supported
Data Tables Not Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported
FormAssembly:

Integrations

HubSpot CRM Supported
Mailchimp Supported
Salesforce Supported
AddressZen Supported
Adobe Campaign Not Supported
Adobe Marketo Engage Not Supported
Authorize.Net Supported
Chargent Supported
Formstack Supported
Google Workspace Supported
Ideal Postcodes Supported
Microsoft Excel Supported
MindCloud Supported
PayPal Supported
Salesforce Marketing Cloud Account Engagement Not Supported
Stackreaction Supported
Stripe Supported
WordPress Supported
Ziggeo Supported
iATS Payments Supported
PiSrc Formation:

Integrations

HubSpot CRM Supported
Mailchimp Supported
Salesforce Supported
AddressZen Not Supported
Adobe Campaign Supported
Adobe Marketo Engage Supported
Authorize.Net Not Supported
Chargent Not Supported
Formstack Not Supported
Google Workspace Not Supported
Ideal Postcodes Not Supported
Microsoft Excel Not Supported
MindCloud Not Supported
PayPal Not Supported
Salesforce Marketing Cloud Account Engagement Supported
Stackreaction Not Supported
Stripe Not Supported
WordPress Not Supported
Ziggeo Not Supported
iATS Payments Not Supported
PiSrc Formation:
Claim PiSrc Formation and update features and information
Claim PiSrc Formation and update features and information