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.

🗄️ 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.

💼 Pipedrive integration

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

🗄️ 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.

📝 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.

📥 Email submission overview

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

📮 Brevo integration

Create or update contacts in Brevo (formerly Sendinblue).

⚡️ Easily test workflows

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

🐛 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 “Generate text” AI Workflow node.
• In case you missed it: Native Discord integration.
• In case you missed it: Login pages support Google OAuth.

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!

⚡️ 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.

🌲 Create multi-step workflows

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

🏎️ 1-click automations with templates

Set up common workflows in seconds.

🤖 Run AI actions (Summarize, Classify, Generate, Extract)

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

📪 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.

📊 Monitor workflows in one place

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

🎁 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.

🔐 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.

🔑 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.

📲 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 👇

📆 Date calculations

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

⚡️ Trello and Tag Manager integrations

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

📲 Verify email and SMS (Conversion Kit)

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

🗓️ 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.

💳 Payment testimonials

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

🐛 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.

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

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

Here’s the result!

↪️ Undo + redo (cmd + Z)

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

🚀 Instant publish button

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

🔀 Easier answer piping and logic

We completely redesigned Fillout’s “reference picker”, making it easier to reference fields.

👀 Improved accessibility and “esc” to close

Popups in the Fillout editor are more consistent and close with “esc”.

📄 Improved page navigation bar

It’s easier to rename, reorder and add new pages to your form.

🐛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.

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.
​
And in case you missed it, here are all the updates from this Launch Week.

⚡️ Faster image loading and forms

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

🖼️ Embed previewer

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

Then, just click to copy your embed snippet.

✅ 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.

🐛 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.

🚀 In case you missed it, updates from earlier this week:

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

✍️ Signature field 2.0: Choose how you sign—type, upload, or draw your signature.

📊 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.
​
Check out the video overview here or the details below 👇

💳 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.

🎟️ Allow discount codes

Let your customers apply discount codes.

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

🏦 Payment methods

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

💼 Create a Stripe Customer

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

🎨 Customize your payment page

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

🎁 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.

.

Today is the second day of Fillout's Launch Week. Here's a recap of all the updates!

⏰ Form open and expiration date

Set an automatic open and close date for any form.

🔟 Limit submission count

Set a max submission count, after which your form will automatically close.

🖼️ Customize close page

Customize the closed form page. Format text, add links and automatically match your form’s theme.

🏠 View closed forms

See which forms are closed from the home screen and re-open them in one click.

📥 Keep track of new submissions

The Fillout home page now displays when new, unread submissions are available.

👀 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. We’re thrilled with the warm reception since the launch and thankful for all your feedback.

Here’s a look at the results, from new scheduling features to improvements to forms & PDFs, and everything in between.

📆 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.

🧑🏽 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.

📋 PDF generation font, alignment and text color

PDF generation in Fillout now supports text formatting.

Plus, generate documents in most written, non-Latin languages.

📂 S3 integration (Enterprise)

Sync file uploads to an Amazon S3 bucket with Fillout's new integration.

🏠 Control granular permissions from the members page

Configure access for all Fillout workspaces from the admin settings page.

💼 Salesforce "update" forms and sandbox environment

Create a form that updates existing Salesforce records. Optionally connect to a sandbox environment before going live.

📊 Summary view for "Ranking" field type

The "Ranking" field type now has a custom summary overview to help you better understand your survey results.

🐛 Fixes and improvements

• Many improvements to Fillout Scheduling, from making it easier to connect your calendar to how availability is computed across timezones.
• Customize the button text that books a meeting.
• Added a setting to display file upload limits to users, in the form.
• Newly created webhook integrations use a cleaner format, consistent with the Fillout API.
• Made it easier to download files from the results page.
• Cmd-click to open a form in a new tab, from the home page.
• Made it easier to delete form fields that haven't been modified.
• Added an option to log out all logged in sessions for your account.
• Added a default value setting on the date range field.

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.

📆 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.

📞 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.

⏰ 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.

🏠 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.

📩 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.

🗂️ 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.

⚡️ 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.

🎁 That's all for now

As always, keep us posted with any feedback. We're regularly adding new features!