application workflow

workflow

Work less and do more with workflow

Automate data collection, eliminate busy work, and make cross-departmental collaboration a breeze.

Take your web forms to the next level with automated workflows

With FormAssembly workflow, 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.

Automate multi-form processes

Seamlessly combine forms, emails, approvals, e-signatures, and notifications into one automated data collection solution with just a few clicks. Create powerful, repeatable processes with intuitive drag-and-drop responsive features.

Centralize data

Easily integrate external tools and systems into your workflow to synchronize processes and eliminate data gaps. Conditionally trigger data flow to Salesforce, Microsoft, Google, or payment solutions, based on user selections. Improve efficiency and accuracy by connecting processes across your tech stack.

Launch workflows in minutes

Instantly put your workflows into action by sharing a link through email, SMS, or embedding it on your website. Intuitive design and rapidly responsive interface let you change settings on the fly. Easily build processes using the template library or cloning feature.

Streamline approvals

Set and automate time-sensitive notifications, ensuring every team member receives the right information at the right moment. Request approvals, collect comments, upload attachments, and give your team visibility across complex processes.

American Exchange Project reduces time spent on manual tasks by 80% using FormAssembly Workflow.

Learn how AEP automated student data collection, increasing student participation by 2400%.

countless uses for data collection - one platform

Build workflows for…

  • Microsoft and Salesforce workflow
  • Approval workflow
  • Healthcare workflow
  • University admissions workflow
  • Invoice approvals workflow

Features for intelligent data collection

Form-to-form prefill

Automatically populate form fields with existing data, saving users time, reducing errors, and improving data quality.

Conditional logic

Set up steps that offer conditional pathways depending on the choices selected.

Real-time form analytics

Gain insights into how users interact with your forms, so you can make changes on the fly for better results.

Access controls & encryption

Define who can edit your forms, access your data, and update your account with granular permissions plus best-in-class encryption.

Templates & themes

Choose from a variety of themes or templates that allow you to save time and streamline form building. Use as they are or as a starting point for additional customization.

Top-rated integrations


Choose from a variety of integrations to Salesforce CRM, payment gateways, and productivity integrations that seamlessly connect the data across work processes.

How it works

Step 1: Create your form(s) needed for the process with the drag-and-drop builder. Customize your theme, branding, and field types.

Step 2: Map your conditional routing and actions – connectors, redirects, email automation, prefill, approvals, and more.

Step 3: Launch your form quickly through a link share, or embedded the form into your website.

Step 4: Relax and sit back. Let your work just flow.

Resources to help streamline the busy work

5 common form-based workflows

ebook

Turning Forms into Powerful Workflows

Blog

4 Workflows to Level-Up Your Data Collection Processes

multistep form workflows with approvals

Blog

Grow Your Multi Step Form Into an Intelligent Approval Workflow

Find your data flow with FormAssembly