Getting Started - FormFlow Docs
Deploy complex forms instantly
Account Setup
Initialize your FormFlow workspace in under three minutes. We provision the infrastructure so you can focus on data architecture.
1. Verify & Configure Workspace
After registering with your corporate email, verify your domain by adding the provided DNS TXT record. Name your primary workspace (e.g., "Nexus Health - Patient Intake") and set your default timezone to UTC-5. Enable TOTP two-factor authentication in Security Settings to restrict admin console access.
2. Generate API Credentials
Navigate to Developer > API Keys and create a production secret. Restrict OAuth scopes to `forms:read` and `submissions:write`. Save the key immediately; it is hashed upon generation. Inject it into your backend environment variables before connecting external services.
3. Invite Team Members
Add collaborators via the Members panel. Assign granular roles like "Form Builder" or "Data Analyst". Configure SAML SSO if your organization uses Okta or Azure AD. New members receive an invitation link with a 48-hour activation window and must accept the data processing agreement.
Build Your First Form
Drag, drop, and deploy. FormFlowā€™s canvas handles validation, branching logic, and multi-page routing automatically.
Start from the "Vendor Onboarding" or "Event Registration" template. Replace placeholder fields with your specific requirements: add a `Date Picker` for service start dates, a `File Upload` for W-9 tax documents, and a `Conditional Block` that only reveals payment fields if the user selects "Enterprise Tier". Use the Live Preview panel to test mobile responsiveness and regex validation rules in real-time.
Pro Tip: Enable "Save & Resume" to let users pause submissions without losing progress.
Basic Customization
Match your brand identity and configure data pipelines before publishing to production.
Theme & Branding
Upload your company logo and set primary/secondary hex colors in the Appearance tab. FormFlow automatically adjusts button gradients, input borders, and focus states. Configure custom fonts via Google Fonts integration or inject a custom CSS snippet for advanced overrides like border-radius adjustments or custom cursor states.
Submission Routing
Direct responses to specific destinations. Set up a webhook endpoint at `https://api.yourcompany.com/formflow/ingest` to push JSON payloads to your CRM. Alternatively, configure Slack notifications to the `#ops-onboarding` channel or trigger a scheduled CSV export to your AWS S3 bucket every 24 hours.
Publish & Share
Choose a custom subdomain (e.g., `forms.yourbrand.com`) or embed the form directly into your website using the lightweight JavaScript SDK. Set collection limits to 500 responses per month on the Starter plan, or enable unlimited submissions with IP whitelisting and audit logging on Enterprise.