Clean Workflows
January 29, 2026

Clean Workflows

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with FormAssembly

Workflows are extremely helpful to handle reimbursement requests from contractors that then get funneled to the appropriate department for approval. It even sends the e status notification.

It saves us a great deal of time and gets our people reimbursed faster.

Pros

  • Handling complex logic
  • Passing data between forms
  • Allowing for unique styles to fit the tone of both the company and the task.

Cons

  • Reporting filters and list views on workflow responses aren’t always intuitive. It gets the job done though.
  • The automatic status notifications we enabled in workflows completely cut out the “what’s the status” calls and emails the team previously had.
  • By submitting our reimbursements via the form we always have all the information we need and don’t need to prolong the task.
Integrating with Salesforce was a major perk for us.
The ability to allow form submitters to soften their responses is fantastic.
It does require some tech comfort, but I feel it is doable for most people.
I still use Google for simple tasks, but FormAssembly really does it all.

Do you think FormAssembly delivers good value for the price?

Not sure

Are you happy with FormAssembly's feature set?

Yes

Did FormAssembly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

Integrating with the Salesforce is great. Complex logic is awesome. A simple survey can sometimes be handled more cheaply with other tools.

FormAssembly Feature Ratings

Survey templates
8
Themes
10
Custom logo/branding
10
Changes to live survey
Not Rated
Question design help
Not Rated
Multiple question types
10
Survey logic flexibility
10
Response tracking
8
Data export
9
Standard reports
8
Custom reports
8
Respondent restrictions
9
Access controls
10
Compliance
10

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