If your organization handles event registrations, donations, subscriptions, or other types of online payments, there’s a good chance your current process includes some combination of manual work, disconnected systems, or security concerns. In a recent webinar, the FormAssembly team demonstrated how to streamline and secure payment processes using our powerful form and workflow tools – no patchwork integrations required.
Read on for a recap of the demo, including real-time calculations, conditional payment logic, automated workflows, and payment connector tips, or watch the webinar on-demand here.
Adaptive Forms That Calculate in Real Time
Smart formulas are the foundation of adaptive payment forms in FormAssembly. Whether you’re collecting tiered registrations, optional donations, or multi-line item totals, our calculation fields ensure that what the user sees – and pays – is always accurate.
Highlights:
- Dynamic pricing formulas calculate totals instantly based on user selections
- Optional donation fields seamlessly add to a grand total
- Conditional logic enables free registration options without requiring custom code
Pro Tip: You can write formulas directly in the connector for added flexibility, such as adding an extra $5 to the total if a “Round Up” box is checked.
One-Time and Recurring Payments with Connectors
FormAssembly supports multiple payment integrations, including Stripe, Authorize.net, PayPal, and more. The Stripe connector can handle both one-time and recurring payments based on user selections.
Use case example:
A nonprofit could offer a one-time donation option or monthly recurring support with a single toggle. Once submitted, the form routes payment data directly and securely to Stripe’s API.
Security assurance:
- Credit card data is never stored in FormAssembly, only passed directly to the secure payment gateway.
- Only the last four digits of a card number are retained for verification or recordkeeping.
Important: FormAssembly’s direct-to-API integrations reduce risk compared to platforms that rely on third-party middleware.
Post-Payment Automation with Workflows
Payment forms don’t exist in isolation – they’re often the first step in a larger process. That’s where Workflows come in.
Workflows allow you to:
- Route submissions to different follow-up forms or steps based on payment amount or type
- Create separate paths for free vs. paid entries
- Clone an entire payment workflow and swap in a new form with minimal extra setup
These automations help teams avoid manual follow-up, reduce errors, and improve the overall user experience.
Choosing the Right Payment Connector
One of the most common questions from customers is: Which payment connector should I use?
The answer depends on your organization’s existing tools and geographic location. Fortunately, FormAssembly provides a detailed comparison guide to help you choose.
Connectors supported include:
- Stripe
- Authorize.net
- PayPal
- Chargent (Salesforce users)
- iATS
- CyberSource
Need help deciding? The FormAssembly Payment Connector Comparison Guide walks you through your options side by side.
Questions from the Live Q&A
Q: Can I schedule a payment to run on a specific future date?
A: Yes, for recurring payments (e.g., charge on the 1st of every month). One-time charges are typically processed immediately unless your payment provider supports scheduling.
Q: Can I use a FormAssembly form inside a Salesforce screen flow?
A: While not natively embedded, you can redirect users from Salesforce to your form, and use prefilled URLs to pass data between systems.
Q: Is it possible to restrict payments to debit card only?
A: Restrictions like this are controlled by the payment gateway (e.g., Stripe), not FormAssembly. You can add form hints or rely on gateway enforcement, depending on your region.
Q: Can I get help building formulas or workflows?
A: Absolutely. You can reach out to our support team for help with troubleshooting or request an implementation session if you’d like 1:1 form-building assistance.
Final Thoughts
FormAssembly gives teams the power to go far beyond basic payment forms. With dynamic pricing, secure transactions, and powerful post-submission automation, you can offer a seamless experience to your users while eliminating time-consuming manual tasks on the backend.
