AI TOOL PROFILE
FormAssembly: Secure Online Form Builder and Data Collection
- Productivity
- Form Builder
- Salesforce administrators
- Healthcare providers
- Nonprofit organizations
- Government agencies
- Financial services firms
Pricing
Pricing starts at $59 per month for the Explorer plan. Other tiers include Team, Enterprise, and Gov Cloud.
At a glance
- Best for
- Salesforce administrators, Healthcare providers, Nonprofit organizations, Government agencies, Financial services firms
- Key use cases
- Healthcare Patient Intake, Nonprofit Donation Forms, Government Data Collection, Salesforce Lead Capture, Financial Application Processing
- Integrations
- Salesforce, HubSpot, Google Sheets, Microsoft Excel, Stripe
- Official website
- Visit Form Assembly official website
How AI is used
FormAssembly is a data collection platform that allows users to build web forms using a drag-and-drop interface. It is designed for organizations that need to move data from a public-facing form into a system of record, with a focus on Salesforce users.
The platform supports various business needs, such as lead capture and surveys, and includes options for e-signatures and payment processing via Stripe. It includes an AI assistant called Fai that helps users generate form structures and workflows from prompts or uploaded files.
For organizations in regulated sectors, the software supports HIPAA, GDPR, and PCI DSS compliance, and offers a FedRAMP-authorized environment for government agencies. This makes it a practical option for healthcare, financial services, and public sector entities.
Buyers should confirm which plan they need based on their security requirements, as certain features, such as HIPAA BAA, are available on the Enterprise plan.
Key Features
Drag-and-drop form builder
A no-code interface for creating branded web forms and surveys.
Salesforce Integration
Supports creating and updating standard or custom objects and includes prefill and dynamic picklist options.
AI Assistant (Fai)
An AI assistant that helps assemble form structures, validation logic, and workflows from prompts.
E-signature Capture
Supports capturing signatures within the form workflow.
Document Generation
Maps form data into templates to create invoices, reports, and certificates.
Security and Compliance
Provides TLS/AES-256 encryption, role-based access controls, and supports HIPAA, GDPR, and PCI DSS.
Use Cases
Healthcare Patient Intake
Using HIPAA-compliant forms to collect patient data and referrals.
Nonprofit Donation Forms
Building branded forms to process donations via Stripe and manage volunteer engagement.
Government Data Collection
Using a FedRAMP-authorized environment to digitize services and manage constituent data.
Salesforce Lead Capture
Routing lead information directly into Salesforce objects to reduce manual data entry.
Financial Application Processing
Creating customized loan or audit applications with integrated e-signatures.
Integrations
- Salesforce
- HubSpot
- Google Sheets
- Microsoft Excel
- Stripe
- Microsoft SharePoint
- Google Drive
- Dropbox
- Webhooks
FAQ
Does FormAssembly offer a free plan?
- Based on available evidence, the entry-level Explorer plan starts at $59 per month; no free plan was mentioned.
Is FormAssembly compliant with HIPAA?
- Yes, FormAssembly supports HIPAA compliance, which is available through the Enterprise plan.
Can I integrate FormAssembly with Salesforce?
- Yes, it features a Salesforce connector that can create or update standard and custom objects and use dynamic picklists.
What is Fai in FormAssembly?
- Fai is an AI assistant that helps users create branded forms and workflows from prompts or uploaded files.
Source category: Productivity
Source subcategory: Form Builder
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