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๏ธ Twilio integration
Send SMS messages in Fillout Workflows with the new Twilio integration.
๐ 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.
๐ค Branching in workflows
Fillout workflows now support branching and conditional logic.
๐งฐ Import submissions via API
Import form responses to Fillout with the new REST API endpoint.
๐ Fillout is now SOC 2 Type 2 certified
๐ Visualize matrix field responses
Get an overview of matrix field responses on the summary tab.
๐ข In case you missed it: Fillout Approvals
Automate HR requests, job applications, project approvals or any human-in-the-loop workflow with Fillout Approvals.
๐ ๏ธ Fixes and improvements
Automate HR requests, job applications, project approvals or any human-in-the-loop workflow. Demo video here or more details below.
๐ข Set approval criteria
Choose who can approve each submission and define custom approval states.
๐ค Add notifications, automations and multi-step approvals
Define what happens after each approval or rejection, like notifications, webhooks or even multi-stage approvals.
๐ Request approver input
Ask approvers to provide details, status, notes or any custom field.
Send approval requests via email or Slack.
๐ Airtable, Notion and 3rd party app actions (Coming soon)
Create and update records based on an approval's outcome.
โ Manage approvals in one place
View and approve all submissions from the results tab.
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.
โ
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.