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.
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FormAssembly Frequently Asked Questions
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.
