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Formaloo

Formaloo is a workflow and forms platform for building intake forms, client portals, approval processes and internal apps without code. It combines a drag-and-drop form builder with automation, e-signatures, PDF generation and an AI agent layer, aimed at operations and admin teams at mid-size and enterprise organizations.

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Formaloo screenshot
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Formaloo is a no-code platform for building forms, workflows and small business applications. It is positioned as an 'agent-first operations platform,' combining a form and app builder with automation and, for larger customers, a forward-deployed team the company says helps set up and maintain processes.

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The core building block is the form builder: a drag-and-drop editor for creating forms and surveys with conditional logic, calculations, payments and advanced field types, plus AI assistance for generating a form from a written description. Beyond forms, Formaloo can build client portals where customers or partners log in to manage their own data, a custom PDF builder for generating quotes, agreements, reports and certificates, and approval workflows that route requests through teams, statuses, signatures and admin review. Automations built on top of these can trigger notifications, prepare content, update records and move a process forward once a request matches certain conditions.

Formaloo connects to other software through more than 3,000 integrations, either directly or via n8n, Zapier, Make, webhooks and its API, including named connections to Google Sheets, Slack, HubSpot, Salesforce, Stripe, Airtable and Dropbox. It also offers dashboards for visualizing and filtering the data collected through its forms and workflows, legally binding e-signatures, and conversational AI agents for building connected processes.

Formaloo says it is free to start, with no credit card required, though full paid-tier pricing is not listed on the site. It is built with compliance in mind: the company states it is GDPR, HIPAA and PCI DSS ready, with EU hosting by default and flexible data residency, and offers SSO, audit logs and role-based access control for enterprise customers.

The named use cases span healthcare (patient intake, consent forms), agencies (client onboarding, creative briefs), food and hospitality (reservations, guest feedback, staff checklists), education (enrollment, assessments, parent communication) and remote teams needing async check-ins. Formaloo says it is used by more than 35,000 teams across over 100 countries, citing a 4.7/5 average rating from over 1,000 reviews.

  • CategoryAI App Builders
  • Pricing ModelFreemium
  • DeploymentCloud
  • PlatformsWeb

  • Drag-and-drop form and survey builder with conditional logic and calculations

  • AI-assisted form generation from a written description

  • Client portals for external stakeholders to view and manage their own data

  • Custom PDF builder for quotes, agreements, reports and certificates

  • Approval workflows with routing through teams, statuses and signatures

  • Legally binding e-signatures on forms and documents

  • Automation triggers that update records, send notifications and move processes forward

  • Dashboards for visualizing and filtering submitted data

  • Conversational AI agents for building connected processes

  • Integrations with 3,000+ apps via direct connections, Zapier, Make, n8n and webhooks

  1. Build a form: Use the drag-and-drop editor, or describe the form you need and let AI generate a draft.

  2. Add logic: Set conditional fields, calculations and multi-step branching based on responses.

  3. Connect a workflow: Route submissions through approval steps, notifications and record updates.

  4. Set up a portal: Optionally give clients or partners a secure login to manage their own data.

  5. Automate the rest: Connect the form or workflow to other apps through Formaloo's integrations, Zapier or the API.

  6. Track results: Review submissions and outcomes in Formaloo's dashboards.

  • Client intake portals
  • Approval workflows
  • Patient intake forms
  • Automated PDF documents

Formaloo Reviews

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