What happens when you take a form and turn it into a workflow?

When your process requires more than just a single form, FormAssembly Workflows let you take things to the next level – without starting from scratch.

Watch the clip below from our annual virtual user conference, FormFest 2025, to hear from our experts about what happens when you turn a form into a workflow, or read on to learn more about the benefits of this process.

You Can Start with What You’ve Already Built

If you’ve configured connectors or notifications in the Form Builder, you don’t need to recreate them. Those key actions can be imported directly into your workflow, saving time and effort.

You Can Clone!

Previously, reusing workflows meant extra setup. Now, cloning is available for workflows, just like forms. You can duplicate an existing workflow, make the adjustments you need, and launch your new process with no hassle.

You Can Collaborate Across Teams

You’re already used to collaborating with other FormAssembly users on individual forms. Now you can collaborate across an entire workflow – editing steps together, reviewing responses, and sharing access across your team.

You Can Publish Workflows Easily

Workflows support the same deployment options you know from forms: embed them on your site or use a hosted version. Either way, you can deliver a seamless experience to your users.

You Can Do More with Workflow-Specific Features

Workflows include additional steps and logic to extend what’s possible beyond individual forms:

  • Approvals: Let team members weigh in before key steps move forward.
  • Advanced Document Generation: Merge collected data into branded documents with dynamic formatting.
  • Conditional Logic: Show or skip steps depending on the responses received—ensuring each workflow adapts intelligently to each user.

The Bottom Line

From streamlining collaboration to powering complex processes, turning a form into a workflow unlocks greater flexibility, efficiency, and impact.

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