What did FormAssembly release in 2025, and what does it mean for how you collect, route, and activate data going forward?
In our last webinar of 2025, we walked through the most impactful platform updates from the past 12 months, demonstrated how those features work together in real workflows, and shared an early look at what’s ahead in 2026.
Read on for a recap of the biggest takeaways, product highlights, and forward-looking updates, or access the full webinar on-demand at any time.
2025 Product Highlights
FormAssembly Atlas
FormAssembly Atlas, the next generation of FormAssembly’s data collection and automation platform, was released this year, unifying forms and workflows into a single, workflow-first interface.
With Atlas, users can:
- Design end-to-end data collection processes in one place
- Orchestrate integrations, approvals, document generation, and notifications
- Move beyond standalone forms to full data journeys
FormAssembly accounts on the Classic platform remain fully supported, but Atlas provides an accessible entry point for teams looking to unlock workflow capabilities.
Learn more about FormAssembly Atlas.
Fai: FormAssembly’s AI Assistant
At the heart of FormAssembly Atlas is Fai (short for FormAssembly AI), a built-in, agentic AI assistant.
Fai guides users through workflow creation, making it faster and easier than ever to build the forms and workflows needed to keep businesses moving forward.
Fai can:
- Build new forms and workflows from natural-language prompts
- Modify or refine existing forms
- Answer questions about form performance and configuration
- Flag compliance considerations, including GDPR-related concerns
Any output that Fai produces is a suggestion, keeping the humans behind the forms and workflows in the driver’s seat at all times.
File-to-Web Form Conversion
FormAssembly’s file-to-web form feature expanded beyond PDFs in 2025, allowing users to generate forms from:
- PDFs and scanned paper forms
- Screenshots of existing forms
- CSVs listing required fields
- Other common file formats
When creating a new form, users can simply upload a file and ask Fai to automatically generate a web form from it. This dramatically reduces the time it takes to go from a concept to a fully functioning form.
This feature has proven especially useful for teams migrating from legacy systems or digitizing paper-based processes.
Learn more about file-to-web form.
Next-Generation Salesforce Connector
One of the most impactful releases of the year was the enhanced Salesforce Connector, which introduced a more powerful, flexible integration model. New capabilities include:
- Preconditions and dependencies to control when data syncs occur
- Return variables that allow data to flow back from Salesforce into workflows
- Bidirectional data handling for more advanced, logic-driven processes
These enhancements enable more sophisticated workflows, such as conditionally creating or updating records, dynamically routing tasks, and reusing Salesforce data later in a workflow.
Learn more about the Salesforce Connector.
HubSpot Connector
In 2025, FormAssembly launched a HubSpot connector. Organizations using HubSpot and FormAssembly can now:
- Send form and workflow data directly to HubSpot CRM objects
- Upload files into HubSpot
- Apply FormAssembly’s data quality and workflow logic within the HubSpot ecosystem
This release supports FormAssembly’s broader goal of bringing enterprise-grade data collection to more CRM environments.
Learn more about the HubSpot connector.
Advanced Document Generation and E-Signature
FormAssembly introduced advanced document generation within Workflow, allowing teams to:
- Upload custom Word (.docx) templates
- Merge form data directly into documents
- Use conditional logic and repeated sections within templates
- Send generated documents for single or multi-signer e-signatures
Signed documents can then be automatically stored in connected systems like Salesforce, eliminating the need for third-party document generation tools and reducing manual handoffs.
Learn more about Advanced Document Generation.
Learn more about e-signatures.
Stripe Connector
A new Stripe connector designed specifically for workflow-based payments was introduced in the FormAssembly platform this year. This update makes it possible to collect and process payments as a native step within a workflow, rather than as a standalone form add-on.
With the Stripe workflow connector, teams can:
- Collect one-time payments securely within a workflow
- Dynamically calculate payment amounts using workflow variables
- Route respondents down different paths based on payment success or failure
- Trigger downstream actions (such as Salesforce updates or approval steps) only after payment is completed
This connector is especially useful for use cases where payment needs to be tightly coupled with approvals, document generation, or CRM updates.
Learn more about the Stripe connector.
Looking Ahead: What’s Coming in 2026
After taking a look back on the major product releases of 2025, the webinar presenters took some time to provide a sneak preview of the 2026 product roadmap.
More Integrations
Planned updates include:
- A rebuilt PayPal connector for workflow
- Continued improvements to connector usability
- Tools to migrate existing form-level connectors into workflows more easily
Workflow Enhancements
Highly requested workflow features arriving in 2026 include:
- Additional publishing options
- Improved response search and filtering
- Expanded test mode capabilities for safer iteration
- Respondent authentication for secure, data-aware workflows
Continued AI Innovation
FormAssembly will continue investing in AI to:
- Improve form and workflow creation
- Enhance data readiness for downstream AI applications
- Support organizations building AI-driven processes on top of clean, structured data
2025: A Year of Progress
FormAssembly’s 2025 updates reinforced a clear direction: moving from standalone forms to fully orchestrated data workflows. With deeper integrations, native document handling, and AI-assisted form building, the platform is setting the stage for even more powerful data collection in 2026.Want to learn more about FormAssembly Atlas? Book a personalized demo or start a free trial today.
