Connectors

Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. You can edit or delete a connector by selecting it on the Map and opening the Properties panel with the configure (cog) icon . ...

Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. Descri...

Overview Send uploaded files from workflow responses directly to a destination Box folder with the Box Connector. Note : The Box Connector is in Beta. Requirements To use the Box Connector, a FormAssembly user must have Content Management ...

Overview Send uploaded files from workflow responses directly to a destination Dropbox folder with the Dropbox Connector. Note : The Dropbox Connector is in Beta. Requirements To use the Dropbox Connector, a FormAssembly user must have Con...

Learn how to send data from FormAssembly to Google Sheets (Spreadsheets)

Overview Send uploaded files from workflow responses directly to a destination Google Drive folder with the Google Drive Connector. Requirements To use the Google Drive Connector, a FormAssembly user must have Content Management user permiss...

Overview Send and receive workflow data directly to HubSpot from within the HubSpot Workflow Connector. Requirements To use the HubSpot Workflow Connector, a FormAssembly user must: Have Content Management and HubSpot user permissions enable...

Overview Connect form responses directly to your Microsoft Excel Workbooks with the Microsoft Excel Connector . With the Microsoft Excel Connector, you can now quickly and easily access your response data within Excel for data processing and ana...

Overview Send uploaded files from workflow responses directly to a destination OneDrive folder or SharePoint site with the Microsoft SharePoint Connector. Requirements To use the Microsoft SharePoint Connector, a FormAssembly user must have ...

Overview The PayPal Workflow Connector enables you to process payments directly within your FormAssembly workflows. This guide will help you configure and use the connector to accept one-time payments through PayPal.  Requirements To use the P...

Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must: have Content Management and Salesforce user permissions enabled fo...

Overview Salesforce announced a change of usage restrictions for connected apps, requiring action from FormAssembly accounts using Salesforce Connectors. Salesforce's full announcement is available at this link . For a brief overview of the ...

Overview The Stripe Workflow Connector routes respondents to your Stripe Checkout page. Here, your respondents enter credit card and customer details directly within Stripe - payment fields are not required  within the workflow or in the connect...

Overview FormAssembly’s Webhook Connector is a powerful tool that allows you to send data from your forms to any web service in real-time. The flexibility it offers can be transformative for your workflows, enabling seamless data transfers and au...