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Last Updated: 12/01/2025
in Workflow Steps Connectors
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...
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Last Updated: 12/01/2025
in Workflow Steps Connectors
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 ...
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Learn how to manage in-app messaging from the admin dashboard
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Last Updated: 12/01/2025
in Workflow Steps Connectors
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...
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Learn about general FormAssembly settings like branding, language, themes, and more.
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Last Updated: 12/01/2025
in Workflow Workflow Options
Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
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Last Updated: 12/01/2025
in Troubleshooting and Tips Learn how to acknowledge that the EU's GDPR applies to your FormAssembly use.
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Last Updated: 12/01/2025
in Workflow Workflow Options
Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...
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This article will walk you through how to replace the default icon in your browser tab (also known as a "favicon") with an icon of your choosing so you can give your forms a more customized look. Requirements FormAssembly will not host your cus...
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Overview You can use the Theme Editor to customize the elements of your forms, but sometimes you may need to customize further than the Theme Editor will allow. Note: The examples listed below are common examples that have been created b...