The latest features and product improvements in Fillout

New in Fillout โœจ Scheduling 2.0

Dominic avatar
Shared by Dominic โ€ข December 11, 2024

Just 7 months ago we introduced Fillout Scheduling. Today we're excited to share Scheduling 2.0, the biggest set of upgrades since the initial launch.

๐Ÿ“ Add custom fields

Drag-n-drop input fields to your booking page, without the need for an additional form step.

๐Ÿ‘ฉโ€๐Ÿ’ป Microsoft Teams integration

Book meetings with Microsoft Teams, instead of Zoom or Google Meet. Outlook calendar syncing is coming soon!

โ›”๏ธ Limit max events per day

Set the maximum number of meetings you would like to take each day to prevent overbooking.

๐ŸŽŸ๏ธ Group meetings

Book meetings with one host and many invitees. Best for webinars, courses and group events.

โ˜Ž๏ธ SMS meeting reminders

Send automated meeting reminders via SMS with Fillout Workflows + Twilio.

๐Ÿ“† Add multiple availabilities

Define different availability hours for different events.

๐Ÿค– Automate scheduling with Make

The Make, Relay and Zapier connectors all now support Fillout Scheduling.

โฐ 1-click timezone change

Quickly change your availability timezones when you're on the move.

New in Fillout โœจ Workflow branching, edit existing records, Twilio, SOC 2 Type 2 & more

Dominic avatar
Shared by Dominic โ€ข November 27, 2024

We've got a bunch of new Fillout updates to share as we wrap up November. Let us know what you'd like to see in December!

โ˜Ž๏ธ Twilio integration

Send SMS messages in Fillout Workflows with the new Twilio integration.

๐Ÿ“ Edit linked Airtable / Notion / Salesforce records

Toggle "Allow editing records" on a linked record field to allow editing existing linked records with a customizable subform.

๐Ÿค– Branching in workflows

Fillout workflows now support branching and conditional logic.

๐Ÿงฐ Import submissions via API

Import form responses to Fillout with the new REST API endpoint.

๐Ÿ”’ Fillout is now SOC 2 Type 2 certified

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๐Ÿ“Š Visualize matrix field responses

Get an overview of matrix field responses on the summary tab.

๐ŸŸข In case you missed it: Fillout Approvals

Automate HR requests, job applications, project approvals or any human-in-the-loop workflow with Fillout Approvals.

๐Ÿ› ๏ธ Fixes and improvements

  • Improved responsiveness for the Opinion Scale field type.
  • Added ability to add "alt" text for images.
  • Added the option to duplicate workflows.
  • Added support for accessing login form email via the Fillout API.
  • Improved form search on the home dashboard.
  • Improved RTL support for record picker.
  • Added support for "default value" when image picker "select multiple" is enabled.
  • Added support for syncing files to shared Google Drives.

Introducing Fillout Approvals โœ…

Dominic avatar
Shared by Dominic โ€ข November 15, 2024

Automate HR requests, job applications, project approvals or any human-in-the-loop workflow. Demo video here or more details below.

๐ŸŸข Set approval criteria

Choose who can approve each submission and define custom approval states.

๐Ÿค– Add notifications, automations and multi-step approvals

Define what happens after each approval or rejection, like notifications, webhooks or even multi-stage approvals.

๐Ÿ“ Request approver input

Ask approvers to provide details, status, notes or any custom field.

Send approval requests via email or Slack.

๐Ÿ‘€ Airtable, Notion and 3rd party app actions (Coming soon)

Create and update records based on an approval's outcome.

โœ… Manage approvals in one place

View and approve all submissions from the results tab.

New in Fillout โœจ 3 new integrations, email attachments, Workflows testing & more

Dominic avatar
Shared by Dominic โ€ข September 03, 2024

It's been a busy month at Fillout!

We've got one last set of updates to share for August: a bunch of new integrations and big improvements to Fillout Workflows.

๐Ÿ—„๏ธ Attachments and cc/bcc in emails

Include uploaded files or generated PDF documents in your notification emails. Optionally cc or bcc recipients.

Create an email workflow to get started.

๐Ÿ’ผ Pipedrive integration

Fillout now natively integrates with Pipedrive. Create deals, people and organizations from your forms and schedulers.

๐Ÿ—„๏ธ Sort forms on dashboard

Sort forms by created date, name, last edited, submission count or unread status to easily find what you're looking for.

๐Ÿ“ Google Docs integration

Create a custom Google Doc for each Fillout form submission.

Send all form fields in a formatted document or create a custom document to collaborate on.

๐Ÿ“ฅ Email submission overview

In your email workflows, add a submission overview block to summarize the response.

๐Ÿ“ฎ Brevo integration

Create or update contacts in Brevo (formerly Sendinblue).

โšก๏ธ Easily test workflows

Quickly test a workflow with one of your past form submissions. View logs or any errors during setup.

๐Ÿ› Fixes and improvements

  • Dates in emails respect the recipient's time zone and are nicely formatted automatically.
  • Improved summaries for Slack, Discord and Teams integrations (includes payment details and AI nodes).
  • Date picker supports language translations.
  • Provide context for the โ€œGenerate textโ€ AI Workflow node.
  • In case you missed it: Native Discord integration.
  • In case you missed it: Login pages support Google OAuth.

Introducing Fillout Workflows โšก๏ธ

Dominic avatar
Shared by Dominic โ€ข August 27, 2024

Introducing Fillout Workflows: the easiest way to automate your forms & scheduling.

Workflows also ships with a brand new email editor and powerful AI tools. Details below!

โšก๏ธ Trigger workflows

Create workflows for any action in your forms and schedulers. Set up automatic reminders, follow-up emails, 3rd party app calls and more.

๐ŸŒฒ Create multi-step workflows

Add time delays, custom emails, filters, send Slack/Teams/Discord messages, webhooks or connect to Zapier (coming soon).

๐ŸŽ๏ธ 1-click automations with templates

Set up common workflows in seconds.

๐Ÿค– Run AI actions (Summarize, Classify, Generate, Extract)

Summarize form submissions, personalize email responses, route using AI and more.

๐Ÿ“ช A brand new email editor

Use your own domain for a branded experience. Match your brand with your logo and styled themes. Add attachments and cc or bcc.

๐Ÿ“Š Monitor workflows in one place

Easily track email notifications and other workflows, with full visibility of what happened when.

Example scheduling workflow with smart routing

๐ŸŽ That's all for now

Fillout Workflows is in beta starting today. Keep us posted with any feedback and feature requests!

New in Fillout ๐Ÿ”’ SOC 2, Google login forms & 2FA

Dominic avatar
Shared by Dominic โ€ข August 27, 2024

We're excited to share that Fillout is now SOC 2 Type 1 certified, reinforcing our commitment to data security and privacy.

We've also released several new security features that you can enable on your account. More details below.

๐Ÿ” Two-factor authentication (2FA)

Head to your account settings to enable 2FA.

2FA provides an extra layer of security on your account and can be enabled on all plans, including the free tier.

๐Ÿ”‘ Enforce 2FA for your organization (Enterprise)

Increase the security of your organization by requiring 2FA for all team members. Available under organization settings for Enterprise customers.

๐Ÿ“ฒ Google SSO for login pages

Require form respondents to login via Google SSO to further protect your forms. Learn more about form login pages here.

If you'd like to learn more about security at Fillout, you can do so here or email security@fillout.com anytime with questions.

New in Fillout โšก๏ธ SMS validation, date calculations, Trello, Tag Manager & more

Dominic avatar
Shared by Dominic โ€ข July 19, 2024

For the past few weeks, our team's been focused on a number of long-standing feature requests in Fillout.

Read on for updates to Fillout Scheduling, calculations, payments, the conversion kit & 2 new integrations ๐Ÿ‘‡

๐Ÿ“† Date calculations

Calculate the time span between two dates. Use the result in conditional logic, answer piping or anywhere in your form.

โšก๏ธ Trello and Tag Manager integrations

Fillout now integrates natively with Trello (by Atlassian) and Google Tag Manager.

๐Ÿ“ฒ Verify email and SMS (Conversion Kit)

Add one-time passcode verification to validate emails and phone numbers. Requires the conversion kit.

๐Ÿ—“๏ธ Book Fillout Scheduling meetings on final form submission

Choose whether Fillout Scheduling events are booked right away or when your entire form is completed, e.g. after collecting a payment.

๐Ÿ’ณ Payment testimonials

Add a testimonial to boost conversion rates on your Stripe payment page.

๐Ÿ› Fixes and improvements

  • Reference the Fillout Scheduling cancelation and reschedule link in your form integrations or in Zapier.
  • Add terms & conditions to your Stripe payment page.
  • Add a placeholder to address fields.
  • Localized the date picker fields.
  • Added ability to reference the selected user in round robin scheduling links.

New in Fillout โšก๏ธ Undo/redo, instant publish & a silky smooth editor

Dominic avatar
Shared by Dominic โ€ข July 04, 2024

Our team recently traveled to San Francisco for a week-long hackathon.

We had one goal: make the Fillout editor "silky smooth".

Hereโ€™s the result!

โ†ช๏ธ Undo + redo (cmd + Z)

Press cmd + z to undo a change in the form editor, like restoring a field or page.

๐Ÿš€ Instant publish button

The publish button instantly lights up when you make a change to your form. No delays.

๐Ÿ”€ Easier answer piping and logic

We completely redesigned Filloutโ€™s โ€œreference pickerโ€, making it easier to reference fields.

๐Ÿ‘€ Improved accessibility and โ€œescโ€ to close

Popups in the Fillout editor are more consistent and close with โ€œescโ€.

๐Ÿ“„ Improved page navigation bar

Itโ€™s easier to rename, reorder and add new pages to your form.

๐Ÿ›Fixes and improvements

  • Zapier support for payments + scheduling.
  • Support for "update" forms with Monday.com integration.
  • Workspaces load faster on home page.
  • "Esc" to exit preview mode and close popups.

Fillout Launch Week Final Day โœจ Easy embedding, fast images, fast forms & more

Dominic avatar
Shared by Dominic โ€ข June 10, 2024

Last but not least, we're excited to share key improvements to making Fillout the best product for embedded forms.

Some of these features are specific to embeds, while others apply regardless of how you share your forms.
โ€‹
And in case you missed it, here are all the updates from this Launch Week.

โšก๏ธ Faster image loading and forms

Images and forms load over 2x faster, powered by Cloudflare's CDN.

๐Ÿ–ผ๏ธ Embed previewer

See what each embed type will look like and test different settings.

Then, just click to copy your embed snippet.

โœ… Dynamic resizing popup

Enable "Auto-resize height" on the popup embed to have your form height automatically adjust based on the number of questions per page.

๐Ÿ› Embed fixes and improvements

In small embeds, dropdowns are no longer cut off. Embed animations are also smoother, to make your form a native part of your site.

๐Ÿš€ In case you missed it, updates from earlier this week:

๐Ÿ“† Round Robin Scheduling: Fillout is the first to offer rotating appointment bookings for free. Check out the demo video here.

โœ๏ธ Signature field 2.0: Choose how you signโ€”type, upload, or draw your signature.

๐Ÿ“Š Excel online integration: sync responses natively to Excel.

Fillout Launch Week Day 4 โœจ Payment form subscriptions, discount codes, ACH, free trials & more

Dominic avatar
Shared by Dominic โ€ข June 07, 2024

Fillout now has a brand new Stripe integration.

Accept orders, memberships and event registrations with a custom form, powered by Stripe and 0% added fees.
โ€‹
Check out the video overview here or the details below ๐Ÿ‘‡

๐Ÿ’ณ 3 flexible payment types

One time payments: For products, services or digital goods.

Subscriptions: Sell a subscription or membership, synced to Stripe.

Pay-what-you-want: For donations and tipping. Set a min/max and suggested amount.

๐ŸŽŸ๏ธ Allow discount codes

Let your customers apply discount codes.

Optionally pre-fill discount codes from form fields or the URL.

๐Ÿฆ Payment methods

Offer credit card, ACH bank account, Affirm and Stripe link payments.

๐Ÿ’ผ Create a Stripe Customer

Enable collecting email addresses to automatically save payment methods to a Stripe customer.

๐ŸŽจ Customize your payment page

Set a product image, description, checkout title, custom theme, CTA and more with the new payment page layout.

๐ŸŽ Offer a free trial & advanced settings

Offer a free trial as part of your subscription payment form.

Optionally send a receipt to customers and set a custom payment description.

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