FormAssembly: Secure Online Form Builder and Data Collection
FormAssembly helps businesses and regulated organizations collect and route data securely. It is designed for teams that connect form submissions to Salesforce or require specific compliance standards.
At a glance
- Category
- Browse Productivity tools
- Best for
- 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.
- 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
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.
Best For
- Salesforce administrators
- Healthcare providers
- Nonprofit organizations
- Government agencies
- Financial services firms
Integrations
- Salesforce
- HubSpot
- Google Sheets
- Microsoft Excel
- Stripe
- Microsoft SharePoint
- Google Drive
- Dropbox
- Webhooks
Pricing
Pricing starts at $59 per month for the Explorer plan. Other tiers include Team, Enterprise, and Gov Cloud.
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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Categories
Software Type
How AI is used
FormAssembly is an AI-assisted online form builder designed for businesses and regulated organizations to collect and route data securely. It supports workflows that integrate with Salesforce and other CRMs, with specific compliance options available on higher-tier plans.
Pros & Cons
Pros
- Integration with various Salesforce clouds
- Supports compliance standards like HIPAA and FedRAMP
- Unlimited forms and responses across all plans
- AI assistance may reduce the effort to design initial workflows
Cons
- The Explorer plan does not include multi-signer e-signatures or customizable document generation
- HIPAA compliance with BAA is limited to the Enterprise plan
- Certain integrations may require add-ons depending on the plan level
