2026 is the year to move beyond simply collecting data and start intentionally designing outcomes.
At FormFest 2026, you’ll explore how to get more from the workflows, integrations, and automation capabilities you already use while learning how new innovations like Fai can accelerate build time and reduce manual work.
If you’re a current FormAssembly customer, this event can serve as your roadmap for turning trusted data into scalable intelligence. Read on for an overview of the sessions you don’t want to miss.
Who Should Attend FormFest 2026?
FormFest 2026 is designed for:
- FormAssembly users
- Salesforce administrators and systems architects
- Operations and data teams
- IT leaders focused on governance and integration
- Workflow builders ready to scale automation
If your goal for 2026 is to reduce manual effort and increase strategic impact, this event is built for you.
Register for your sessions and see the full FormFest 2026 schedule here.
From Data Collection to Outcome Design: Maximize Your Investment
The Opening Keynote will set the tone for the day by sharing insights on how the role of the data professional is evolving.
AI agents and formless data are reshaping how work gets done. The focus is shifting from moving information from point A to point B to architecting systems that:
- Reduce manual data preparation time
- Increase data integrity
- Automate complex workflows
- Enable confident, strategic decisions
The Keynote will prime you for the rest of the sessions, which are built around helping you step into the role of “data architect” for your organization. You won’t want to miss the announcements and product sneak-peeks included in this session.
Accelerate Form Builds with Fai and Better AI Prompts
If you’re already building complex forms and workflows, you know speed and structure both matter.
In Building Better Forms With Better AI Prompts, you’ll learn how to use Fai to:
- Generate sophisticated forms in seconds
- Apply prompt engineering best practices
- Reduce build time without sacrificing control
- Create scalable, repeatable workflow logic
Instead of starting from scratch, you’ll learn how to guide AI intentionally, so your forms remain structured, compliant, and aligned with your data model.
This session is ideal for teams looking to improve build efficiency while maintaining governance standards.
Strengthen Your Integration Ecosystem
Your forms should not live in isolation. In Connecting Forms to CRMs, EHRs, QuickBooks, DocuSign, and More, you’ll explore how to use Webhook connections to bridge FormAssembly with platforms like Epic and QuickBooks.
You’ll learn how to:
- Sync form data directly into your existing systems
- Reduce duplicate entry
- Improve real-time data accuracy
- Expand what’s possible within your integration ecosystem
For customers managing Salesforce, financial systems, healthcare records, or other enterprise tools, this session focuses on eliminating friction between data collection and system action, no matter your tech stack.
Simplify Complex Signature Workflows
If your team manages contracts, agreements, acknowledgements, or approvals, the session, Streamlining Signature Processes, will deliver immediate operational value.
You’ll see how to:
- Manage multi-signer e-signature workflows
- Generate custom documents automatically
- Route approvals intelligently
- Automate file storage with connectors
Instead of piecing together disconnected tools, you can centralize signature processes inside your existing FormAssembly and CRM workflows.
Close the Loop on Payments, Documents, and Transactions
Many organizations stop at “payment collected,” but true workflow maturity means closing the loop.
In Collecting Payments & Generating Custom Receipts with Workflow, you’ll see how to combine:
- Newly updated payment processors like Stripe and PayPal
- Automated document generation
- And email notifications for custom-branded receipt delivery
The result: seamless payment flows that immediately generate professional documentation and eliminate manual follow-up.
If you’re handling registrations, tuition, fees, donations, or service payments, this session will show you how to automate the entire transaction lifecycle.
Learn From Customers Who Modernized High-Volume Intake
Real transformation happens when automation replaces workaround culture.
In Ending the Error Cycle: Modernizing High-Volume Student Intake, you’ll see how real FormAssembly users replaced manual processes and aging infrastructure with centralized, automated workflows.
By leveraging conditional routing and structured form steps, they achieved:
- Reduced staff workload
- Fewer errors
- Improved applicant experience
- Greater operational reliability
These lessons apply far beyond higher education. Any team managing high-volume intake can benefit from this session.
What’s Next: A Clear Roadmap for 2026
The Closing Keynote will distill the day’s sessions into a strategic roadmap.
We’ll review:
- Highlights from the newest product releases
- Innovative customer use cases
- Key themes shaping the future of data collection
- Practical next steps to maximize your FormAssembly investment
You won’t leave with abstract inspiration. You’ll leave with actionable direction.
Register for FormFest 2026
Your organization already trusts FormAssembly to collect critical data. Now it’s time to design what happens next.
