Audience
Enterprise, Mid-Size Business, Small Business, Startups, Government, Healthcare, Higher Education, Nonprofit and Financial Services
About FormAssembly
FormAssembly is an enterprise data collection and automation platform that enables organizations to capture clean, compliant data from the start.
With the latest edition of the platform, FormAssembly Atlas, and its built-in AI assistant, Fai, forms and workflows build themselves, connect to Salesforce and other systems in just a few clicks, and ensure every record is structured, secure, and ready for automation or AI. In short, FormAssembly is designed to eliminate the manual work of form building and data cleanup.
Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas 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.
Ready to give FormAssembly a try?
Pricing
FormAssembly Content Hub
Case Studies and Customer Success Stories
Videos and Screen Captures
Product Details
Secure Data Collection and Workflow Automation: FormAssembly | SourceForge Podcast, episode #146
FormAssembly Frequently Asked Questions
Q: What is FormAssembly?
Q: How does FormAssembly integrate with Salesforce?
Q: What industries does FormAssembly serve?
Q: Is FormAssembly FedRAMP authorized?
Q: How is FormAssembly different from Jotform, Typeform, or Google Forms?
Q: What is FormAssembly Atlas?
Q: What kind of forms can I build with FormAssembly?
Q: What else can I do with FormAssembly?
Q: Why FormAssembly
Q: Is FormAssembly HIPAA compliant?
Q: What kinds of users and organization types does FormAssembly work with?
Q: What languages does FormAssembly support in their product?
Q: What kind of support options does FormAssembly offer?
Q: What other applications or services does FormAssembly integrate with?
Q: Does FormAssembly have an API?
Q: What type of training does FormAssembly provide?
Q: Does FormAssembly offer a free trial?
FormAssembly Product Features
Data Collection
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
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
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.
Online Form Builders
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
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.
FormAssembly Additional Categories
Salesforce Apps
FormAssembly is the secure, scalable data intake layer for Salesforce, helping teams capture, validate, and connect trusted data to power automation and AI. Built specifically for Salesforce, FormAssembly gives teams full control to improve data quality, accelerate automation, and support more reliable, AI-driven workflows. FormAssembly’s enhanced Salesforce Connector gives you full control over how data is captured, validated, and routed into Salesforce. With advanced logic, workflow orchestration, and real-time updates, you can move cleaner, more reliable data into your CRM and support automation and AI-driven workflows.
FormAssembly Verified User Reviews
Write a Review-
Probability You Would Recommend? 9 out of 10
"Excellent product with loads of flexibility for Salesforce admins" 5 out of 5 stars Posted 2026-08-12
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 documentationCons: - Somewhat expensive for a non-profit where we only have 2 user licenses
- More advanced analytics cost extra, which is out of budget for a non-profit like ourselvesOverall: I'm a Salesforce Admin and have used FormAssembly as our form builder of choice at 2 different non-profits. It's really easy to use - especially with a fairly good library of user guides - with an intuitive UI. The Salesforce connectors work great in both production and sandbox environments.
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You can also highly customise your branding themes which was a huge benefit for our org when or Marketing and Comms team needed us to implement some accessibility features into the form branding!
I especially enjoy how customisable the forms are, and how easy it is to use. Some form builders have very clunky UIs, and features/functionality are not always easy to surface. FormAssembly's UI is very intuitive and clean, making it a breeze to use functionality like conditional logic, calculated fields and variables, validation and REGEX expressions.
My only slight complain is the cost is a little high for some non-profits compared to other form builders, and when I've looked into the more advanced analytics tools before these also appeared to require additional payment.
That said, the basic package is suitable for our needs and does most everything we need it to do. I will continue using FormAssembly as our form builder of choice and would recommend it to other Salesforce Admins too! -
Probability You Would Recommend? 7 out of 10
"FormAssembly review" 3 out of 5 stars Posted 2026-08-11
Pros: - Salesforce connectors are easy to use and adaptable.
- Support are helpful (when they are eventually able to reply)Cons: - It would be great to have a drag and drop function in Workflow. Its a nightmare when you add conditional logic but then can't remove it afterwards if you've made a mistake, because if you do remove, it, it deletes all of the following steps as well.
- No way to filter lists of workflow responses
- 'Replay' function does not work and breaks workflow responses - Replay connector only works properly at form level
- Support take wayyyyy too long to reply. If we have an urgent issue, we can't guarantee that we get a reply, even within a week.
- Live chat function is only available on US hours. This puts customers elsewhere in the world at a disadvantage.
- There is no way to track the status of your support tickets anywhere
- Little to no communication on how big issues affect customers, for example, there was an issue with not being able to map checkboxes into Salesforce as boolean values. This became an urgent issue for us (and I heard for other customers too) but there was no public communication shared on this/ about when it would be fixed. Some acknowledgement of this would make it a lot easier for everyone.
- Workflows can function quite slowly sometimes if containing a large number of steps.Overall: Overall, I've never used another form builder so I have nothing to compare it to, But i've always used FormAssembly and I enjoy using it. Its just a shame that there are some quite obvious changes that need to be made that hold it back. I just don't see how the technical support function is sustainable as it is going forwards when customers have urgent issues.
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