PROCESS PAYMENTS

Process Payments Securely with Workflow-Enabled Forms

With FormAssembly, organizations can accept payments through their preferred payment processors while maintaining compliance, safeguarding cardholder data, and delivering operational information directly into systems of record.

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Collect payments while keeping data secure and compliant

FormAssembly workflows let teams capture payment details through secure forms while routing cardholder information directly to PCI-compliant processors and transmitting operational data to systems like Salesforce.

Workflows manage the entire process, from intake and payment submission to approvals, notifications, and system updates, ensuring that sensitive information is handled safely.

AI-assistance for secure payment workflows

Fai, FormAssembly’s agentic AI assistant, helps teams design payment workflows quickly and confidently. Describe the payment process you need, and Fai will help generate structured forms, workflow steps, and integration points with PCI-compliant payment processors.

Common examples include:

Event and conference registration payments
Donations and fundraising contributions
Membership and subscription fees
Program applications or service payments

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Secure payment collection

Route credit card information directly to PCI-compliant processors, reducing risk while enabling teams to focus on operations instead of compliance headaches.

Automated routing and approvals

Trigger approvals, notifications, and next steps automatically based on payment status or workflow rules.

Operational data integration

Ensure payment-related data flows safely into systems like Salesforce, ERPs, or other operational platforms for seamless process management.

Event registrations with payment

Collect attendee information and registration fees in a single workflow while routing payment data securely to trusted processors.

Online donations and fundraising

Enable secure donation forms that process credit card payments while capturing donor details in CRM systems.

Membership and subscription fees

Manage sign-ups, recurring payments, and membership records through secure, automated workflows.

Program applications with fees

Collect applicant details and required payment in one streamlined submission process.

Service or appointment payments

Allow customers or constituents to submit payments alongside service requests, registrations, or bookings.

Internal approvals tied to payments

Combine payment collection with automated approval workflows to streamline internal processes that require fees or deposits.

What is PCI DSS?

The Payment Card Industry Data Security Standard (PCI DSS) is a global framework defining how organizations must protect cardholder data when storing, processing, or transmitting payment information.

Does FormAssembly store credit card data?

No. Payment information is routed directly to PCI-compliant processors, reducing risk by preventing cardholder data from being stored in internal systems.

How does FormAssembly help organizations maintain PCI compliance?

By separating payment processing from operational data, FormAssembly reduces PCI scope. Cardholder data is securely processed by integrated payment gateways, while operational information can flow to systems like Salesforce without exposing sensitive data.

Which payment processors does FormAssembly support?

FormAssembly supports Authorize.net, Stripe, PayPal, Cybersource, Chargent, and iATS with native connectors.

What types of payments can be collected with FormAssembly?

Common payments include event registrations, donations, membership and subscription fees, program application fees, and service or appointment payments.

Can payment-enabled workflows integrate with systems like Salesforce?

Yes. Payment-enabled workflows can automatically update operational systems while maintaining cardholder data security.

Do teams need technical expertise to create secure payment workflows?

No. With Fai, teams can describe the payment process they need and quickly generate secure forms and workflow steps designed to support PCI DSS-compliant payment collection.

What types of organizations use FormAssembly for payment workflows?

Organizations across industries – including nonprofits, higher education, public sector agencies, and healthcare organizations – use FormAssembly for PCI DSS-ready payment workflows.

PROCESS PAYMENTS