Sold by: FormAssembly
Deployed on AWS
Automate the whole process, not just the form: multi-step workflows, approvals, routing, and document generation, built in minutes with Fai, the built-in AI assistant.
4.4
Overview
FormAssembly is the data process automation platform built for speed, control, and trust. It helps the people building a data collection process move fast, and keeps the people accountable for that data informed.
Describe the process you need and Fai, the built-in AI assistant, builds the workflow, sets up the connectors, and revises anything you ask. You stay in charge: every change is yours to review, edit, or undo. Teams go live in minutes, not quarters, without waiting on a developer.
FormAssembly Automate adds automation of the whole process across people and steps: multi-actor workflows, approval workflows, routing, postal address validation, custom roles and permissions, consent management, and a standard HIPAA BAA included. Everything in Collect is included.
CONNECTED TO THE SYSTEMS YOU USE. Connectors for Salesforce, Stripe and other payment processors, and webhooks are available as add-ons, with Google Sheets and Google Drive included. Create, update, and look up Salesforce records, prefill forms from existing data, and let respondents search live data as they type. A REST API and MCP support let teams work from tools like Claude and ChatGPT while data processes stay on one governed platform.
SECURITY AND COMPLIANCE FROM THE START. Data is encrypted at rest and in transit, supports GDPR deletion requests, and is validated at the field level before it reaches your systems. SOC 2 and PCI DSS documentation is available for vendor reviews. HIPAA support includes a Business Associate Agreement.
SUPPORT. Fai and the help center are available around the clock. Email support covers Sunday evening through Friday evening Eastern time, and dedicated customer success management is available on Automate and Enterprise accounts at $20,000 or more in annual contract value.
Highlights
- BUILD WITHOUT WAITING. Describe the process and Fai builds the workflow, wires up the connectors, and revises anything you ask. You review every change. Forms, approvals, routing, document generation, and e-signature run on an already compliant foundation, so teams launch in fast and IT stops getting tickets just to collect data safely.
- SEE EVERYTHING, CONTROL EVERYTHING. One place to oversee how data enters your organization. Field-level validation keeps data complete and clean, encryption protects it at rest and in transit, and Enterprise adds a policy library that checks workflows before they publish plus an audit log of sensitive data activity with CSV export. Gov Cloud plans support FedRAMP High and DoD IL4.
- ONE PLATFORM FOR EVERY PROCESS. The team building the process and the team accountable for it work in the same system. Shared templates, roles, and permissions keep output inside brand and compliance guardrails. Connect Salesforce, Microsoft, Google, and payment systems, or work from Claude, ChatGPT, and your own scripts through the API and MCP.
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
FormAssembly Essentials | Automate the whole process, not just the form: multi-step workflows, approvals, routing, and document generation, built in minutes with Fai, the built-in AI assistant. | $5,150.00 |
Salesforce Connector | Grants access to seamless Salesforce integration. Enables features including Dynamic Picklists, Form Pre-fill, and Custom Object creation. | $1,236.00 |
Payments Connector | Grants access to any of 6 payment integrations including Stripe, PayPal, iATS, Chargent, Authorize.net, and Cybersource. | $618.00 |
Dimensions summary
This listing uses three independent contract-based units you combine to fit your needs. FormAssembly Essentials (Units) is the base platform for building multi-step workflows, approvals, routing, and document generation. The Salesforce Connector (Units) adds CRM integration, including dynamic picklists, form pre-fill, and custom object creation. The Payments Connector (Units) adds access to six payment integrations. You pay for each unit separately, so you can start with the platform and add connectors only when you need them. Pricing scales with the number of units you purchase for each dimension.
Top-of-mind questions for buyers
A response is one submitted form. Each generated document counts as one document. Your plan includes a yearly allowance of responses and documents. If you go over that allowance, extra responses and documents are billed per unit as you use them, or you can buy add-on packs in advance.
The three units bill independently. FormAssembly Essentials is the base platform you need first. You can add the Salesforce Connector and Payments Connector at any time without changing your base plan. You pay separately for each unit, so you only buy the connectors your process actually requires.
The Payments Connector grants access to six payment integrations for collecting fees, donations, and subscription payments through secure forms. Card details route directly to compliant payment processors. FormAssembly does not store credit card data, which keeps sensitive payment information out of your own systems.
www.formassembly.com+2
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
FormAssembly offers free and unlimited support, answering questions as quickly and thoroughly as possible. The Email Support team takes tickets round-the-clock, replying between Sun 8pm to Fri 8pm EST. Chat Support is also available right inside the platform, 10:00 am to 7:00 pm EST. Visit Formassembly.com/support for more information or to open a case.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Customer reviews
Anonymous
Secure, Easy-to-Embed Forms with Email Improvements Needed
Reviewed on Nov 03, 2026
Review provided by G2
What do you like best about the product?
I like that FormAssembly is fairly easy to embed on a website and has a wide range of question options. Our web team advised that it was more secure than Microsoft Forms, and it can accept attachments from non-enterprise users.
What do you dislike about the product?
I think the automated email to responders could be improved. The wording in the UX isn’t clear that it’s an email sent to responders, and the email is limited to text; I’d like it to support HTML and attachments. I’d also prefer to limit responses to certain people, perhaps using an Excel sheet.
What problems is the product solving and how is that benefiting you?
I use FormAssembly for the security of responses.
Non-Profit Organization Management
Clear, Easy Tracking Once You Get the Hang of It
Reviewed on Nov 03, 2026
Review provided by G2
What do you like best about the product?
Tracking and ease of use. Clear and easy
What do you dislike about the product?
It took me a bit to get used to it and how it works, but once I did, I loved it.
What problems is the product solving and how is that benefiting you?
None that I am aware of
Julian M.
Convenient Salesforce Integration, Clean Forms, and Helpful Support
Reviewed on Oct 25, 2026
Review provided by G2
What do you like best about the product?
I like how well FormAssembly works with the other things we use at work, especially how simply it integrates with Salesforce and does what we need. I also like that it integrates with our WordPress pages. The front-facing UI is clean and neat, and I find it intuitive and customizable, so I can make forms look the way I want. Making forms and connecting them back to Salesforce are both simple. It’s good for collaborating with my communications team, and the support from FormAssembly has been really good when needed. Other than some initial trouble connecting to Salesforce, setup was pretty easy.
What do you dislike about the product?
The back end can be a little bit complicated, and we had some initial trouble getting it connected to Salesforce. Occasionally, I run into a small limitation, like not being able to limit the number of checkboxes. The connector back to Salesforce can also be a little slow sometimes. I’m not sure if that’s a Salesforce or FormAssembly issue, and it’s pretty minor.
What problems is the product solving and how is that benefiting you?
I use FormAssembly for our surveys because it integrates well with Salesforce. Unlike Microsoft Forms, it lets us link things without third-party software. It looks clean and professional, and the front end is intuitive.
Higher Education
Flexible, Customizable Forms with Strong Integrations
Reviewed on Oct 23, 2026
Review provided by G2
What do you like best about the product?
What I like best about FormAssembly is its flexibility and customization options. I can build forms for different business needs, use conditional logic to show relevant questions based on user responses, and validate inputs to help ensure data accuracy. I also appreciate its integration capabilities with other systems, which help streamline workflows and reduce manual data entry. Overall, it is a reliable and versatile tool that makes it easier to manage form submissions and support our business processes.
What do you dislike about the product?
Some advanced features can take time to configure, and troubleshooting complex integrations or conditional logic can sometimes be challenging. I would also appreciate more flexibility and clearer guidance when setting up advanced customizations. Overall, FormAssembly is a useful tool, but improvements in documentation and troubleshooting support would make the experience even better.
What problems is the product solving and how is that benefiting you?
FormAssembly helps us streamline data collection, standardize application and request processes, and reduce manual work. Its conditional logic, data validation, and integrations with other systems help us collect accurate information, guide users through relevant questions, and automate workflows. This saves time, improves efficiency, and makes it easier to manage requests across different business processes.
Amanda .
Easy to Use, Flexible, and Connects Smoothly with Salesforce
Reviewed on Oct 22, 2026
Review provided by G2
What do you like best about the product?
Fairly easy to use, connects well to Salesforce and is pretty flexible
What do you dislike about the product?
No way to view all form responses at once which would be helpful to review if there are connector errors or the recent spam issues
What problems is the product solving and how is that benefiting you?
Easy way to collect information as needed. It can be prefilled so users don't need to re-enter their details.