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.
๐๏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.
๐ผ Pipedrive integration
Fillout now natively integrates with Pipedrive. Create deals, people and organizations from your forms and schedulers.
๐๏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.
๐ 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.
๐ฅ Email submission overview
In your email workflows, add a submission overview block to summarize the response.
๐ฎ Brevo integration
Create or update contacts in Brevo (formerly Sendinblue).
โก๏ธ Easily test workflows
Quickly test a workflow with one of your past form submissions. View logs or any errors during setup.
๐ Fixes and improvements
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!
โก๏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.
๐ฒ Create multi-step workflows
Add time delays, custom emails, filters, send Slack/Teams/Discord messages, webhooks or connect to Zapier (coming soon).
๐๏ธ 1-click automations with templates
Set up common workflows in seconds.
๐ค Run AI actions (Summarize, Classify, Generate, Extract)
Summarize form submissions, personalize email responses, route using AI and more.
๐ช 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.
๐ Monitor workflows in one place
Easily track email notifications and other workflows, with full visibility of what happened when.
๐ That's all for now
Fillout Workflows is in beta starting today. Keep us posted with any feedback and feature requests!
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.
๐ 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.
๐ 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.
๐ฒ 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.
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 ๐
๐ Date calculations
Calculate the time span between two dates. Use the result in conditional logic, answer piping or anywhere in your form.
โก๏ธ Trello and Tag Manager integrations
Fillout now integrates natively with Trello (by Atlassian) and Google Tag Manager.
๐ฒ Verify email and SMS (Conversion Kit)
Add one-time passcode verification to validate emails and phone numbers. Requires the conversion kit.
๐๏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.
๐ณ Payment testimonials
Add a testimonial to boost conversion rates on your Stripe payment page.
๐ Fixes and improvements
Our team recently traveled to San Francisco for a week-long hackathon.
We had one goal: make the Fillout editor "silky smooth".
Hereโs the result!
โช๏ธ Undo + redo (cmd + Z)
Press cmd + z to undo a change in the form editor, like restoring a field or page.
๐ Instant publish button
The publish button instantly lights up when you make a change to your form. No delays.
๐ Easier answer piping and logic
We completely redesigned Filloutโs โreference pickerโ, making it easier to reference fields.
๐ Improved accessibility and โescโ to close
Popups in the Fillout editor are more consistent and close with โescโ.
๐ Improved page navigation bar
Itโs easier to rename, reorder and add new pages to your form.
๐Fixes and improvements
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.
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And in case you missed it, here are all the updates from this Launch Week.
โก๏ธ Faster image loading and forms
Images and forms load over 2x faster, powered by Cloudflare's CDN.
๐ผ๏ธ Embed previewer
See what each embed type will look like and test different settings.
Then, just click to copy your embed snippet.
โ 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.
๐ 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.
๐ In case you missed it, updates from earlier this week:
๐ Round Robin Scheduling: Fillout is the first to offer rotating appointment bookings for free. Check out the demo video here.
โ๏ธ Signature field 2.0: Choose how you signโtype, upload, or draw your signature.
๐ Excel online integration: sync responses natively to Excel.
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 ๐
๐ณ 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.
๐๏ธ Allow discount codes
Let your customers apply discount codes.
Optionally pre-fill discount codes from form fields or the URL.
๐ฆ Payment methods
Offer credit card, ACH bank account, Affirm and Stripe link payments.
๐ผ Create a Stripe Customer
Enable collecting email addresses to automatically save payment methods to a Stripe customer.
๐จ Customize your payment page
Set a product image, description, checkout title, custom theme, CTA and more with the new payment page layout.
๐ 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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Today is the second day of Fillout's Launch Week. Here's a recap of all the updates!
โฐ Form open and expiration date
Set an automatic open and close date for any form.
๐ Limit submission count
Set a max submission count, after which your form will automatically close.
๐ผ๏ธ Customize close page
Customize the closed form page. Format text, add links and automatically match your formโs theme.
๐ View closed forms
See which forms are closed from the home screen and re-open them in one click.
๐ฅ Keep track of new submissions
The Fillout home page now displays when new, unread submissions are available.
๐ Unique visitors and form views
Fillout now automatically counts unique visitors and page views. View these stats on the analytics tab.
*Note that visitor counts are displayed on new forms, on a go-forward basis.
Over the past few weeks, our team at Fillout has been laser focused on improving Fillout Scheduling. Weโre thrilled with the warm reception since the launch and thankful for all your feedback.
Hereโs a look at the results, from new scheduling features to improvements to forms & PDFs, and everything in between.
๐ Collective meetings & guest emails
Fillout Scheduling now supports meetings with multiple hosts.
For example, create a scheduling form to meet with multiple members of your team. Fillout will make sure everyone is available.
Plus, let invitees add other team members while booking.
๐ง๐ฝ Set a custom avatar or logo
Set a custom image for your scheduling form. Or, under your Fillout account settings, update the profile picture used on all your meeting links.
๐ PDF generation font, alignment and text color
PDF generation in Fillout now supports text formatting.
Plus, generate documents in most written, non-Latin languages.
๐ S3 integration (Enterprise)
Sync file uploads to an Amazon S3 bucket with Fillout's new integration.
๐ Control granular permissions from the members page
Configure access for all Fillout workspaces from the admin settings page.
๐ผ Salesforce "update" forms and sandbox environment
Create a form that updates existing Salesforce records. Optionally connect to a sandbox environment before going live.
๐ Summary view for "Ranking" field type
The "Ranking" field type now has a custom summary overview to help you better understand your survey results.
๐ Fixes and improvements
Some big news: we just released a new product, Fillout Scheduling.
Book meetings on your Google Calendar with a native scheduler. It's free for your entire team and integrates closely with your existing forms.
๐ Book a time on your calendar
Send anyone a customizable link to book time on your calendar.
Fillout handles rescheduling & cancellations out-of-the-box.
๐ Zoom, Google Meet & custom locations
Fillout Scheduling integrates with Google Meet and Zoom. Alternatively, set a custom location or ask prospects for their phone number.
โฐ Set your availability
Choose which days and times you'd like to accept meetings.
If needed, set buffer times, limited booking ranges & minimum notice rules.
๐ Manage scheduling links in one place
Fillout's new "Scheduling" tab displays all your meeting links. Create and view booking links for other team members with one click.
๐ฉ Control permissions with "basic" users, for free
Adding collaborators is always free in Fillout. If you don't want to add your team as admins, you can now add them as "basic users", even on the free tier.
Basic Users can create scheduling links but can't edit your existing forms.
๐๏ธ As flexible as a form
Add a form page to your scheduler and collect invitee details with Fillout's 50+ customizable question types.
Collect payments before a booking or conditionally route users to different booking pages.
โก๏ธ 3rd party integrations
As with forms, Fillout Scheduling integrates natively with your favorite 3rd party tools. Send booking details to Airtable, Notion, Google Sheets, HubSpot, Salesforce and more.
๐ That's all for now
As always, keep us posted with any feedback. We're regularly adding new features!