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Learn about form administration from the admin dashboard
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Learn about predefined content administration from the admin dashboard
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Overview Custom domains can be used on your FormAssembly forms to mask the domain portion of your form links. So instead of the following link: [Your chosen instance name].tfaforms.net/123456 where 123456 is the form ID, your respondents could ...
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Last Updated: 12/01/2025
in Workflow Steps Connectors
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 ...
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Last Updated: 12/01/2025
in Workflow Steps Connectors
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...
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Last Updated: 12/01/2025
in Workflow Steps Connectors
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...
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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...