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What is FormAssembly?

Collect, connect, and control AI-ready data faster than ever before. FormAssembly Atlas redefines enterprise data collection and automation. With your built-in AI assistant, Fai, you can instantly create branded, compliant forms, automate complex workflows, and connect clean, structured data across your entire tech stack.

What is Codifi?

When your team has a solid grasp of the information they need to collect and the techniques to employ, while relying on Codifi for safeguarding that data, they can enhance their productivity and minimize revisions. Furthermore, maintaining a clear perspective on the progress of field performance enables you to spot potential avenues for business expansion. Codifi acts as a versatile digital record-keeper, seamlessly aligning with your working style, whether you're in the office, in the field, or anywhere else. By leveraging insights from extensive collaborations on global field projects, Codifi creates customized tools and technologies specifically designed for the needs of Cultural Resource Management, ensuring that every gained experience contributes to future achievements. This holistic approach not only optimizes current workflows but also establishes a robust foundation for enduring advancement in the sector. Ultimately, Codifi empowers teams to work more efficiently and effectively, paving the way for innovation and growth in their operations.

Media

Media

Integrations Supported

AWeber
AddressZen
Authorize.Net
Chargent
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Ideal Postcodes
Mailchimp
Microsoft Excel
MindCloud
PayPal
Salesforce
Stackreaction
Stripe
WordPress
Ziggeo
iATS Payments

Integrations Supported

AWeber
AddressZen
Authorize.Net
Chargent
Formstack
FreshBooks
Google Sheets
Google Workspace
HubSpot CRM
Ideal Postcodes
Mailchimp
Microsoft Excel
MindCloud
PayPal
Salesforce
Stackreaction
Stripe
WordPress
Ziggeo
iATS Payments

API Availability

Has API

API Availability

Has API

Pricing Information

Contact Sales. Visit website for plan options
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FormAssembly

Date Founded

2006

Company Location

United States

Company Website

www.formassembly.com

Company Facts

Organization Name

Codifi

Date Founded

2014

Company Location

United States

Company Website

codifi.com

Categories and Features

Data Collection

Experience the evolution of data gathering with our cutting-edge approach. Gather, link, and manage AI-ready information quicker than ever before. FormAssembly transforms the landscape of enterprise data collection and automation. With your integrated AI assistant, Fai, you can effortlessly design customized, compliant forms, streamline intricate workflows, and ensure clean, organized data flows seamlessly throughout your technology ecosystem. FormAssembly stands as a robust platform tailored for efficient data collection on a large scale. Featuring a user-friendly interface, sophisticated architecture, and built-in automation features, it enables you to effortlessly establish secure and compliant workflows while directing structured data to the essential systems your organization depends on. No developer involvement is required. No waiting periods. Just intelligent, rapid data solutions from the outset.

Forms Automation

Elevate your online forms with automated workflows to enhance efficiency. Seamlessly integrate and streamline multi-step form procedures. Guide respondents through conditional pathways, automate notification emails, secure necessary approvals, and create or modify Salesforce entries—all without needing to write code. Data collection often extends beyond a single submission. FormAssembly empowers teams to establish comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and advance processes automatically. Meet Fai, FormAssembly’s intelligent AI assistant, designed to help teams transition from conceptualizing an idea to implementing a functional workflow in no time. Simply outline the process you wish to automate, and Fai will assist in crafting the workflow framework, including necessary forms, routing logic, and automation sequences. Typical use cases include: - Multi-step approval processes - Application and onboarding sequences - Service request management - Document creation and signature processes

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Lead Capture

Data gathering typically extends beyond just one entry. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and seamlessly advance processes without manual intervention.

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Online Form Builders

Develop Forms to Elevate Your Business Transform tedious manual data adjustments into reliable automated data solutions. Our tailored forms seamlessly connect with the applications you depend on, featuring advanced elements like spam filtering, authentication, virus detection, and encryption for trustworthy data collection. Forms should serve a purpose beyond simply gathering information. FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and record-keeping systems such as Salesforce. Accelerate Form Creation with Fai Meet Fai, FormAssembly’s intelligent AI assistant, designed to streamline the transition from concept to form. Fai assists teams by generating form layouts, validation criteria, and workflow processes tailored to your data needs, enabling creators to design complex forms without requiring extensive technical skills, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake documents - Registration and application forms - Referral request forms - Internal submission forms

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Survey

Design Surveys That Gather Insights and Inspire Action Harness the power of survey responses to kickstart workflows, activate approvals, produce documents, and refresh your systems with FormAssembly’s adaptable tools. Our platform ensures a user-friendly experience that is mobile-optimized, professional, and engaging. Responses can set off automated workflows, direct data to appropriate teams or systems, create necessary documents, and facilitate approvals or subsequent actions. FormAssembly also offers survey functionalities tailored for any complexity level, featuring a variety of question types, branching and skip logic, mobile-responsive design, and branding options. Whether you require a straightforward feedback survey or a more complex process-oriented questionnaire, FormAssembly has you covered.

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

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