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Average Ratings 525 Ratings

Total
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Average Ratings 0 Ratings

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Description

FormAssembly allows organizations to take control over the data collection process. Our web-based platform allows companies to streamline old processes and drive business initiatives in any industry. Our platform seamlessly integrates with Salesforce and other business platforms, increasing efficiency across the organization. Furthermore, our advanced security and compliance standards instill confidence.

Description

Virtual Assist, a video-sharing tool for businesses and individuals, is ideal for insurance companies, property managers or facilities maintenance. It's a reliable, safe and secure way to share stories. Sending an SMS is the fastest, easiest and most professional way to connect with Virtual Assist. Our PDF generator organizes your notes and images to create a report that is easy to read. Add your logo and customize the fields to suit your needs. Our geo-locating software gives you a real-time visual of your customer's location. All video, images and phone calls are captured and stored in a central location that is secure and accessible at any time.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber Yes 
AddressZen Yes 
Authorize.Net Yes 
Chargent Yes 
Crunchwork No 
Data8 Yes 
Formstack Yes 
FreshBooks Yes 
Google Sheets Yes 
Ideal Postcodes Yes 
Mailchimp Yes 
Microsoft Excel Yes 
MindCloud Yes 
PayPal Yes 
Salesforce Yes 
Stackreaction Yes 
Stripe Yes 
WordPress Yes 
Ziggeo Yes 
iATS Payments Yes 

Integrations

AWeber No 
AddressZen No 
Authorize.Net No 
Chargent No 
Crunchwork Yes 
Data8 No 
Formstack No 
FreshBooks No 
Google Sheets No 
Ideal Postcodes No 
Mailchimp No 
Microsoft Excel No 
MindCloud No 
PayPal No 
Salesforce No 
Stackreaction No 
Stripe No 
WordPress No 
Ziggeo No 
iATS Payments No 

Pricing Details

Contact Sales. Visit website for plan options
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FormAssembly

Founded

2006

Country

United States

Website

www.formassembly.com

Vendor Details

Company Name

Codafication

Founded

2015

Country

Australia

Website

www.virtualassist.io

Product Features

Data Collection

Experience the future of data collection with FormAssembly. Our platform enables you to gather, integrate, and manage AI-ready data more efficiently than ever. With the help of your integrated AI assistant, Fai, you can quickly develop personalized and compliant forms, streamline intricate workflows, and ensure your data is clean and organized across your entire technology ecosystem. FormAssembly is designed for enterprise-level needs, simplifying large-scale data collection. Its user-friendly interface and sophisticated architecture combined with built-in automation allow for the creation of secure, compliant workflows, facilitating the seamless transfer of structured data to the essential systems your organization uses. Say goodbye to development hurdles and delays—get smarter and faster data solutions right from the beginning.

Forms Automation

Elevate your online forms by implementing automated workflows. Streamline and automate complex form procedures with ease. Guide respondents through conditional pathways, set up automated email alerts, secure necessary approvals, and manage Salesforce records—all without any programming. Data collection often extends beyond a single submission. FormAssembly empowers teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and progress tasks seamlessly on autopilot. Introducing Fai, FormAssembly's intelligent AI assistant, designed to assist teams in transforming concepts into functional workflows swiftly. Simply outline the automation you envision, and Fai will help craft the workflow layout, encompassing forms, routing mechanisms, and automation sequences. Popular use cases include: - Step-by-step approval processes - Application and onboarding procedures - Service request management workflows - Document creation and signing workflows

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Lead Capture

Data gathering often involves multiple submissions rather than just one. FormAssembly enables teams to create comprehensive workflows that gather organized data, direct information to the appropriate individuals and systems, and facilitate the automatic progression of processes.

Business Card / Badge Scanning No 
Dashboard No 
Data Extraction No 
Lead Distribution No 
Lead Notifications No 
Lead Nurturing No 
Lead Qualification No 
Lead Scoring No 
Online Forms No 

Online Form Builders

Transform Your Business with Tailored Forms Swap out cumbersome manual data adjustments for reliable automated data management. Create customized forms that seamlessly integrate with the applications you depend on. Our forms, equipped with spam filters, authentication measures, virus protection, and encryption, ensure that the data you gather is trustworthy. Forms should serve a purpose beyond mere data collection—FormAssembly empowers teams to create organized forms that link directly to workflows, approvals, and essential systems like Salesforce. Accelerate Form Creation with Fai Fai, the intelligent AI assistant from FormAssembly, enables teams to swiftly transition from concept to form by automatically generating the necessary structure, validation criteria, and workflow processes based on your data requirements. This allows users to design complex forms without needing extensive technical knowledge, all while retaining complete oversight over rules, approvals, and integrations. - Patient intake forms - Application and registration forms - Referral forms - Internal request forms

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

Survey

Create Surveys That Gather Insights and Inspire Action Utilize survey responses to kickstart workflows, obtain approvals, generate documentation, and update your systems—all while leveraging FormAssembly’s adaptable tools to ensure a user-friendly, professional, and engaging mobile experience. Responses from surveys can set off automated processes, direct information to appropriate teams or systems, create documents, and facilitate approvals or subsequent actions. Additionally, FormAssembly offers survey functionality that accommodates various complexities, featuring an array of question types, branching and skip logic, mobile-optimized design, and options for branding customization. Whether you're looking for a straightforward feedback form or a survey that drives processes, FormAssembly is equipped to handle it all.

Custom Survey URLs No 
Data Analysis Tools No 
Email Marketing No 
Mobile Survey No 
Offline Response Collection No 
Paper Survey No 
Question Branching No 
Question Library No 
Site Intercept Survey No 
Skip Logic No 
Supports Audio / Images / Video No 

Product Features

Inspection

Appointment Management No 
Customer Database No 
Dispatch Management No 
Equipment Tracking No 
Photos In Reports No 
Print on Site No 
Report Templates No 
Speech Recognition No 
Subcontractor Management No 

Remote Support

Diagnostic Tools Yes 
File Transfer No 
Live Chat No 
Real-time Chat No 
Remote Control Yes 
Screen Sharing No 
Session Recording Yes 
Session Transfer No 
Surveys & Feedback No 

Video Conferencing

Electronic Hand Raising No 
Mobile Access No 
On-Demand Webcasting No 
Presentation Streaming No 
Presentation Tools No 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability No 
Screen Sharing No 
Two-Way Audio & Video No 
Video Conferencing No 
Whiteboard No 

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