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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Formfy is an innovative platform that integrates AI technology to streamline forms, e-signatures, digital waivers, payment processing, and scheduling into a single, comprehensive tool. Many businesses struggle with customer intake by relying on a patchwork of various applications: a form builder for queries, DocuSign for signatures, Smartwaiver for waivers, Calendly for scheduling, and Stripe for payment processing. This results in five separate tools, each requiring its own subscription, which creates multiple points of failure. In contrast, Formfy simplifies the entire process by consolidating everything into one seamless workflow. The AI Copilot serves as the pivotal feature of this platform. Simply describe your requirements in straightforward language, such as "new client intake for my medical spa with HIPAA consent and a $50 deposit," and Formfy will create the complete workflow in less than a minute. The AI handles everything, from crafting the questions to selecting appropriate field types, drafting necessary legal and consent language, setting up payment options, and providing you with a shareable link or embed code that is ready for distribution. This efficiency not only saves time but also enhances the overall user experience for businesses and their clients alike.

Description

Formstep is an online platform designed for businesses that require the collection or verification of customer information, documents, approvals, and other responses via forms. Users can create customized, multilingual forms featuring conditional logic, file uploads, signature fields, and inquiries related to payments and scheduling, which can be shared through various means such as public links, embeds, pop-ups, QR codes, or individual requests. Additionally, requests can be pre-filled with existing information, restrict fields for confirmation purposes, and return completion data to workflows through signed callbacks. The platform offers integration capabilities with a REST API, an MCP server, and supports request workflows through n8n and Zapier, alongside direct connections to popular services like Google Sheets, Airtable, Slack, Notion, and Cal.com. Importantly, respondents can fill out forms without needing a Formstep account, unless the form creator mandates authentication for added security. Formstep provides a free tier with monthly usage constraints, as well as paid Pro and Business plans for users seeking expanded features and capabilities. Overall, this versatile platform streamlines the process of information gathering for businesses while maintaining flexibility and ease of use for all parties involved.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Airtable No 
Cal.com No 
Google Analytics No 
Google Sheets No 
Model Context Protocol (MCP) No 
Notion No 
Slack No 
Stripe No 
Zapier No 
n8n No 

Integrations

Airtable Yes 
Cal.com Yes 
Google Analytics Yes 
Google Sheets Yes 
Model Context Protocol (MCP) Yes 
Notion Yes 
Slack Yes 
Stripe Yes 
Zapier Yes 
n8n Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29/month
A free plan is available. Pro is $29/month and Business is $89/month. Annual billing is also available at a discounted rate.
Free Trial No 
Free Version Yes 

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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
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

Formfy

Founded

2026

Country

United States

Website

formfy.ai

Vendor Details

Company Name

Formstep

Founded

2026

Country

Norway

Website

formstep.io

Product Features

Forms Automation

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

Product Features

Forms Automation

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

Alternatives

Alternatives

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