Getting Started with FormFlow

Enterprise-grade forms, zero code required

Account Setup

Provision your tenant and configure access controls

FormFlow assigns a unique tenant identifier upon registration. Complete email verification or connect your corporate IdP to unlock the full builder suite and response pipeline.

Verify Domain Ownership

Add a DNS TXT record for `formflow-verify._domainkey.yourcompany.com` to validate subdomain routing and enable branded submission pages.

Configure SSO/SAML

Upload your Okta or Azure AD metadata XML to sync user groups. FormFlow automatically maps editor permissions to your existing LDAP structure.

Assign Role-Based Access

Grant `builder`, `analyst`, or `admin` scopes to team members. Restrict webhook editing to senior developers while allowing marketing to manage templates.

First Form

Build your initial intake form

Drag, drop, and configure validation rules without touching a single line of JavaScript. The canvas auto-saves every 30 seconds and supports real-time collaboration.

Select a Template

Start with the 'Q3 Vendor Compliance' template pre-loaded with file upload fields, NPS scales, and GDPR consent toggles.

Add Conditional Logic

Set up skip logic so remote contractors bypass the 'Physical Office Access' routing question and auto-flag incomplete tax ID entries.

Publish & Embed

Generate a secure iframe snippet with CSRF protection and rate limiting enabled. Paste it into Confluence, Notion, or your custom React portal.

Navigation

Master the dashboard and response pipeline

Your command center for real-time analytics, export routing, and webhook management. All data resides in your configured AWS region and syncs via encrypted channels.

Response Inbox

Filter submissions by timestamp, IP range, or custom metadata tags. Bulk-approve or route flagged entries to your support queue.

Data Export Hub

Schedule daily CSV pipelines to your S3 bucket or trigger Airbyte syncs. Export raw JSON payloads for downstream ETL processing.

Integration Console

Connect native Zapier, Make, and Slack channels for real-time alert routing. Configure retry policies and dead-letter queues for failed payloads.