Everything you need to automate data collection
Build intelligent workflows with forms, approvals, automations, and integrations — the platform your team actually wants to use.
Forms that adapt to every answer.
Long, generic forms scare people off. With Formlio, fields appear, disappear, and route in real time — so every person fills the shortest form possible. Your completion rate jumps, your follow-ups get sharper, and you stop bothering customers with questions that don't apply to them.
- Show/hide fields based on previous answers
- Route submissions to the right team automatically
- Pre-fill known values to cut typing in half
Sign-offs that happen in hours, not weeks.
Manual approval chains cost real revenue — purchases stall, leave requests rot, expense reports get forgotten. Formlio routes every submission through the exact approval chain you need, with reminders, escalations, and a full audit trail. Stakeholders sign-off in one tap; nothing slips through the cracks.
- Multi-step chains with parallel or sequential approvers
- Auto-reminders + escalation when someone goes idle
- Tamper-proof audit log for every decision
Submitted
Sarah Patel
Manager Review
Approved by Alex
Finance
In review...
Final Sign-off
Pending
Collect any document — without the email back-and-forth.
Chasing customers for signed PDFs, ID copies, or proof of address kills your speed. Formlio lets respondents upload anything you need on the form itself, auto-organizes the files into your Google Drive or cloud storage, and ties every file to the exact submission it came from. No more "can you re-send that attachment?" emails.
- Up to 100 MB per file, any type you allow
- Auto-sync to Google Drive, Dropbox, or S3
- Files attached to the submission audit trail forever
One workspace your whole team actually uses.
When forms live on one person's account, the bus factor is one — vacations and turnover become disasters. Formlio lets you invite teammates with role-based access (Owner, Editor, Viewer), share form drafts, and triage submissions together from a shared inbox. Everyone sees the same source of truth.
- Role-based access: Owner, Editor, Viewer
- Shared submissions inbox with assign + comment
- Activity log shows who changed what, when
Alex Chen
Owner
Maya Rao
Editor
Jordan Kim
Viewer
Taylor Park
Editor
Turn every submission into an instant business action.
A form that only collects data is a half-built solution. Formlio fires the next step automatically — Slack pings, CRM rows, calendar invites, customer emails — the moment someone hits Submit. Your team stops doing copy-paste work and starts doing real work.
- 30+ native integrations + custom webhooks
- Branching triggers based on form answers
- Retry-safe delivery with full delivery logs
Know exactly where your forms are leaking money.
Most teams have no idea why their forms convert at 12% instead of 40%. Formlio tracks every view, drop-off point, and time-spent metric — so you know which fields scare people away and which CTAs convert. Stop guessing what to A/B test; the data shows you.
- View → start → submit conversion funnel
- Per-field drop-off heatmap
- Trend lines, daily/weekly/monthly comparisons
1,284
Submissions · last 7 days
Views
4,910
Conv. rate
26.1%
Avg. time
1:42
Stop building. Start shipping outcomes.
Try every feature free for 14 days. No credit card. No engineers required.