FORMASSEMBLY ATLAS
Built for Sophisticated
Data Collection
FormAssembly turns secure web forms into governed data collection workflows. From the moment information is submitted, it is validated, structured, and routed reliably into systems of record, like Salesforce. With AI-assisted guidance from Fai, teams can design sophisticated workflows faster without sacrificing control or compliance.
DATA INTAKE
Data handled correctly from the start
Most data problems begin at intake. FormAssembly ensures information is handled correctly before it reaches your CRM, analytics platform, or automation systems.
Secure web forms apply validation rules and compliance controls at submission. Workflows then route and deliver structured data directly into Salesforce and other connected systems, eliminating manual fixes and fragile workarounds.
The result is clean, usable data that supports reporting, automation, and AI initiatives from day one.
INTEGRATIONS
Seamless delivery into systems of record
FormAssembly is designed for organizations that depend on systems like Salesforce to run their operations.
Our Salesforce connector supports:
- Creating and updating standard and custom objects
- Real-time data processing
- Conditional routing logic
- Error handling and visibility
- Secure authentication
SECURITY & COMPLIANCE
Security and compliance built into every submission
FormAssembly forms are more than simple submission tools. They are governed entry points into your business systems, supporting workflows that involve sensitive data such as PII, PHI, and CUI.
Built-in controls include:
- Field validation and conditional logic
- Role-based access permissions
- Sensitive data masking
- Encryption in transit and at rest
- Audit logging and activity tracking
END-TO-END WORKFLOWS
More than a form. A complete intake process.
Data collection does not stop at submission. From simple forms to sophisticated workflows, FormAssembly connects approvals, integrations, document generation, and storage into a synchronized workflow journey. Whether expediting leads, processing applications, or finalizing contracts, data moves securely from start to finish.
AGENTIC AI ASSISTANT
Sophisticated workflows, simplified with AI guidance
Fai, FormAssembly’s agentic AI assistant, acts like a built-in consultant helping teams move from ideas to governed workflows faster. Describe what you need to collect, and Fai helps assemble the right form structure, validation logic, and workflow setup.
You remain in control of rules, approvals, and integrations. Fai simply reduces the effort required to design sophisticated workflows, accelerating time to value without compromising compliance or oversight.
Trusted data for automation, analytics, and AI
Advanced analytics and AI depend on structured, reliable inputs. By enforcing validation, context, and compliance at submission, FormAssembly ensures the data powering dashboards, automation pipelines, and AI models is complete, accurate, and trustworthy.
Confidence at intake becomes intelligence downstream.