FormAssembly vs. Microsoft Power Automate

Well suited to get information into Salesforce. For the pricepoint you have to pay and the workflow you have to set up it is less appropriate when using Microsoft 365. The Google connector is very simple and you can use it with forms, it hinders us that is not an option unless a workflow is used.

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Very useful RPA tools for automating processes with minimal coding and drag-and-drop functionality, with a wide variety of triggers, including scheduled time-based triggers and activity-based triggers, such as modifying a file/list in SharePoint to run a Power Automate flow. Very easy-to-use UI with native integration with every Microsoft product, and a very low automation failure rate for deployed workflows.

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• Integrating with Salesforce - mapping fields is straightforward, and custom formulas allow for some increased complexity in processing.
• Scalability - we leverage the URL pre-fill and dynamic picklist features to use a single form for multiple different programs.
• Simple form building via point-and-click is relatively easy. Hidden fields, conditionals, and repeat sections are useful features for more complex form needs.
• Custom CSS option is useful - has allowed us to visually integrate FormAssembly forms onto our website via iframe.

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• Sending confirmation email to clients and user once the flow is triggered.
• Fetching or Dumping files from one location to another if the flow is triggered.
• Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task.
• Power Automate also be used to convert any file format to a specific file format and save it to the required location

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• FormAssembly could do a much better job supporting customers. As I mentioned, FormAssembly is critical to our day-to-day operations, so it is very important to us that support is prompt and reliable when we reach out. Unfortunately, this has not been our experience. For example, on more than one occasion, I had a support case open for months without hearing back, despite repeatedly following up.
• FormAssembly could make troubleshooting and configuration updates easier by improving their user interface. Salesforce, for example, has a feature called "Where is this used?" for fields, which makes it easy to address bugs and make changes efficiently and effectively.
• FormAssembly could benefit from improving training and support resources.

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Invited by TrustRadius (TR) on Vendor's Behalf

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• Steep learning curve.
• It can be slow to develop simple solutions compared to other automation platforms such as Smarsheet.
• Troubleshooting and developing can be frustrating without proper access to edit the code directly.
• Only able to edit through the GUI and with expressions.
• Many ways to do the same thing can be frustrating when you need to rework your flow.

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Invited by TrustRadius (TR) on Vendor's Behalf

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FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.

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The tool is very useful when used with its various native connectors, taking great advantage of the integration between the components and systems of the Office365 universe. However, its cost is still high, and automation using more advanced components containing AI resources becomes unfeasible for some companies. Due to the financial crisis that many companies are currently experiencing, investment in automation systems or tools is taking a back seat.

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The UI is very intuitive and easy to use, even if you've never used a form building platform before. There is plenty of easy-to-find documentation so if you're unsure on anything, you can sense-check it. I also love the drag-and-drop form building. It is a breeze to use, especially compared to other form builders which are quite clunky, or where the functionality takes a lot of clicks to reach. Everything is easily accessible and ready to use with FormAssembly.

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Power Automate features a clean and intuitive user interface that allows users to create, manage, and monitor workflows easily. The UI is designed to be accessible to both technical and non-technical users, with drag-and-drop functionality for building workflows. Power Automate supports integration with a wide range of Microsoft and third-party applications. This flexibility in integration allows users to automate workflows across various systems, enhancing overall productivity and efficiency.

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While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.

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both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.

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after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.

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although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)

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I didn't participate in the implementation.

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Overall, our experience implementing Microsoft Power Automate has been positive, with a relatively low barrier to entry and a fast time-to-value—especially because it integrates natively with Microsoft 365, which we were already using extensively. With Respect to migration, I had a very good experience where existing workflows were reviewed and simplified. Unnecessary steps were removed. Business rules were reimplemented using Power Automate logic. We migrated Approval workflows, email-based notifications, SharePoint-centric processes, and simple integrations.

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FormAssembly's features were more expansive than SurveyMonkey, in my opinion. When doing a comparison, we really liked that we could set up formulas to calculate expenses for us and that they would be easy to update as needed for rates that change from year to year.

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Microsoft Power Automate is worlds ahead of Zapier in so many ways. The looping, DOM access, and flow controls are much better. I feel that accessing different data within previous connectors used in a flow is much easier in Microsoft Power Automate as well. The custom connector creation process is a lot more pleasant in Microsoft Power Automate. The DateTime data type is handles MUCH better in Microsoft Power Automate, which is reason enough to use it.

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I have not done any participations

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Microsoft's professional services provide hands-on support throughout the implementation lifecycle of Power Automate.This includes initial setup, configuration, integration with existing systems, testing, and deployment. They ensure that workflows are correctly designed, optimized for performance, and aligned with security best practices.

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• FormAssembly makes it easy to share registration forms with targeted groups of users
• It makes it easy to track registration numbers and form errors and reach out to people who may need assistance
• It's very easy to create registration forms quickly

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• You can automate a lot of process very easy like automatic mails for status updates and such. This will save a lot of time and is more accurate, faster and up-to-date than a user can be.
• Task approval is centralized and automatic reminders save us a lot of time.
• The ROI is good if you have a lot of use cases and things to automate

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info