# Formstep Docs

> Formstep is the form builder that ends the back-and-forth of collecting details, files, signatures and payments from people: send anyone a prefilled form in their language, or share one public link, with reminders, answers checked by AI, and clean data delivered to your dashboard, workflows and AI agents. A caller (n8n, Zapier, the REST API, MCP, or a person; Make through its HTTP module) creates a request; the recipient completes a branded, prefilled form without an account; a signed callback returns keyed answers. Built on a Notion-style form editor with logic, payments, signatures, and AI translation.

> Full markdown export: https://formstep.io/docs/llms-full.txt

## Getting Started

- [Sign up & workspace](https://formstep.io/docs/getting-started/sign-up.md): Create your account, set up your workspace, and invite your team. Sign in with Google or a magic link, with no password or credit card needed.
- [Build your form](https://formstep.io/docs/getting-started/build-your-form.md): Go from an empty canvas to a published form. Every request and every share link starts from one.
- [Send your first request](https://formstep.io/docs/getting-started/send-your-first-request.md): Send your published form to one person, with what you already know filled in. Try it on yourself first, then find the answers on the Requests page.
- [Share a public link](https://formstep.io/docs/getting-started/share-a-public-link.md): Open the same form to anyone: copy the link, embed it, or print a QR code. Give each link its own language, limits, and parameters, and track it in analytics.
- [See answers arrive](https://formstep.io/docs/getting-started/see-answers-arrive.md): One inbox for both channels: where answers land, how to get notified, and how to route them onward.
- [Understanding the dashboard](https://formstep.io/docs/getting-started/dashboard.md): Find your way around Formstep outside the editor: the sidebar, switching workspaces, your plan and AI credits, AI chat, and where each setting lives.
- [Getting started FAQ](https://formstep.io/docs/getting-started/faq.md): Short answers to common first questions: whether respondents need an account, how accounts and workspaces differ, moving a form, and deleting your account.
- [Get support](https://formstep.io/docs/getting-started/support.md): How to reach Formstep when you need help with your account, a form or a connected assistant. Email us, say what happened, and leave out passwords and API keys.

## Building Forms

- [Building Forms overview](https://formstep.io/docs/building-forms/overview.md): You build a form in an editor that works like a document, add questions, content and logic, and publish when it is ready.
- [Understanding the editor](https://formstep.io/docs/building-forms/understanding-the-editor.md): The parts of the form editor: the top bar, the canvas, the side panel and its four tabs, the slash menu, AI chat, and keyboard shortcuts.
- [Form structure](https://formstep.io/docs/building-forms/form-structure.md): Split a form into pages with a progress bar, put blocks side by side in columns, and move, change, or hide blocks with the block menu.
- [Question types](https://formstep.io/docs/building-forms/field-types.md): The questions you can add to a form, from text and choice to signatures, payments, and scheduling, and when to use each one.
- [Question settings](https://formstep.io/docs/building-forms/field-configuration.md): Labels, placeholders, default values, choice options, and validation rules. Set what every question shares, and fill a default from another field with @.
- [Content blocks & formatting](https://formstep.io/docs/building-forms/content-blocks.md): Add headings, text, images, videos, maps, embeds, and tables between your questions, format text with the toolbar, and show earlier answers with @.
- [File uploads & signatures](https://formstep.io/docs/building-forms/file-uploads-signatures.md): Collect files and drawn signatures from respondents. Set accepted types, size caps, and file counts, and see how uploads count toward your storage.
- [Documents block](https://formstep.io/docs/building-forms/documents-block.md): Hand files to the respondent (a contract draft, a price list, a how-to) as a download list inside the form.
- [Payment collection](https://formstep.io/docs/building-forms/payment-collection.md): Accept one-time payments from respondents via Stripe. Connect your account, set a price or change it with logic, and find each payment with its submission.
- [Respondent email verification](https://formstep.io/docs/building-forms/email-verification.md): On the Business plan, respondents confirm their email address with a 6-digit code before they can submit, so every address you collect is real and reachable.
- [Repeating groups](https://formstep.io/docs/building-forms/repeating-groups.md): Let a respondent fill in the same questions as many times as they need, such as one name and age per guest, and see where the answers show up.
- [Conditional logic](https://formstep.io/docs/building-forms/conditional-logic.md): Show, hide, require, and jump to pages based on answers, or calculate values and stop a submission. Write a rule, combine conditions, and test it in Preview.
- [Hidden fields](https://formstep.io/docs/building-forms/hidden-fields.md): Pass data the respondent never sees into a form, from the address of a share link or the context of a request, and save it with each submission.
- [Calculated fields](https://formstep.io/docs/building-forms/calculated-fields.md): Work out scores, totals, and text from form answers. Give a calculated field a starting value, then change it with logic rules as respondents answer.
- [@ mentions](https://formstep.io/docs/building-forms/answer-piping.md): Type @ to show an answer somewhere else in your form, from question titles to the thank-you page and emails. Each respondent sees their own values.
- [AI Validation](https://formstep.io/docs/building-forms/ai-validation.md): Check answers and uploaded files against a rule you write in one sentence. Respondents see a note when something does not fit, and you see every result.
- [Thank-you page & redirect](https://formstep.io/docs/building-forms/custom-thank-you.md): Customize the thank-you page respondents see after they submit, with text, links, images, and their answers, or send them to your own web page.
- [Live results](https://formstep.io/docs/building-forms/live-results.md): Show respondents the answer counts after they submit, put the results on a big screen, and add an AI summary of what they mean.
- [Multilingual forms](https://formstep.io/docs/building-forms/translating-form-content.md): Set the language you write a form in, translate questions, text, and emails by hand or with AI, and control which language each respondent sees.
- [Form settings](https://formstep.io/docs/building-forms/form-settings.md): Choose who can open a form, what happens after someone submits, and which emails go out, all in the Settings dialog.
- [Publish history](https://formstep.io/docs/building-forms/version-history.md): View the published versions of your form and revert to an earlier one. Every plan can browse the history, and going back to a version needs Business.
- [Publish checks](https://formstep.io/docs/building-forms/publish-checks.md): What Formstep checks before your form goes live, which findings block publishing, and how to clear the ones you are most likely to meet.

## Using AI chat

- [Using AI chat overview](https://formstep.io/docs/ai/overview.md): AI chat builds and edits forms, translates them and answers questions about your submissions. It runs on AI credits, which you buy in packs on any plan.
- [Use AI chat](https://formstep.io/docs/ai/using-ai.md): Build a form from a prompt, a PDF or a screenshot, edit and translate it, ask about your answers, and let AI chat do workspace tasks. It asks before it publishes or deletes.
- [AI credits & usage](https://formstep.io/docs/ai/ai-credits-usage.md): How AI credits work, what an AI action costs, and how to buy more. Credits come in one-time packs on any plan, never expire, and belong to each person.

## Branding & Domains

- [Branding & Domains overview](https://formstep.io/docs/branding-domains/overview.md): Give a form your own look, serve it from your own domain, and send its emails from your own address. What works on every plan and what needs Pro.
- [Appearance & theming](https://formstep.io/docs/branding-domains/appearance-theming.md): Give a form your look with a preset or your own colors and fonts, a cover and a logo, and light and dark mode. Save it as a workspace theme to reuse it on every form.
- [Your own domains](https://formstep.io/docs/branding-domains/custom-domains.md): Serve forms from your own domain, such as forms.yourcompany.com, and send their emails from your own address. Set both up on the Domains page.

## Requests

- [Requests overview](https://formstep.io/docs/requests/overview.md): A request sends a form to one named person, with what you already know filled in. See how it differs from the public link and what happens after you send it.
- [Send a request](https://formstep.io/docs/requests/creating-requests.md): Send a published form to one person from the New request sheet, with the answers you already know filled in and locked where they may only confirm.
- [Bulk send](https://formstep.io/docs/requests/bulk-send.md): Send one form to a whole list at once on Pro and Business: type, paste, upload a CSV or pick HubSpot contacts, and each person gets their own request.
- [Field keys](https://formstep.io/docs/requests/field-keys.md): The short names Zapier, Make, n8n, AI agents and your own code use for the fields of a form: where to find them, and how to keep them stable.
- [Decisions & approvals](https://formstep.io/docs/requests/decisions-and-approvals.md): Ask for a yes, a no or a request for changes, and let your workflow act on the answer.
- [Invitations, reminders & expiry](https://formstep.io/docs/requests/invitations-and-reminders.md): Let Formstep email the request link, chase people who go quiet, and close requests that go stale. Emails need Pro or Business, and expiry works on every plan.
- [The Requests page](https://formstep.io/docs/requests/managing-requests.md): See everything you are waiting on, follow one request through its timeline, and act on it. Send a reminder, cancel it, replay its callback, or delete it.
- [Troubleshooting requests](https://formstep.io/docs/requests/troubleshooting.md): An invitation that never arrived, a link that shows a notice instead of the form, a workflow that was not told, or one that stopped matching after an edit.

## Public Link

- [Public Link overview](https://formstep.io/docs/sharing-publishing/overview.md): Share a published form with anyone through one share link or several, as a link, an embed, a popup or a QR code. When to use the public link and when a request.
- [Share links](https://formstep.io/docs/sharing-publishing/sharing-embedding.md): Create and manage share links for your form. Give each one its own name, expiry, limit and analytics, tag it with UTM parameters, or print it as a QR code.
- [Embedding & popups](https://formstep.io/docs/sharing-publishing/embedding-popups.md): Embed your form on a website or show it as a popup over the page. Pick the options in the Public link sheet, then paste one snippet into your site.
- [Embed a form in Webflow](https://formstep.io/docs/sharing-publishing/embed-in-webflow.md): Put a Formstep form inside a Webflow page with a Code Embed element, or open it as a popup from a button. Which Webflow plans allow it, and what the Designer shows.
- [Embed a form in WordPress](https://formstep.io/docs/sharing-publishing/embed-in-wordpress.md): Put a Formstep form inside a WordPress page or post with a Custom HTML block. What WordPress.com plans allow, and why WordPress may remove the code when you save.
- [Embed a form in Framer](https://formstep.io/docs/sharing-publishing/embed-in-framer.md): Put a Formstep form inside a Framer page with the Embed component, from the share link or from the embed code.
- [Embed a form in Notion](https://formstep.io/docs/sharing-publishing/embed-in-notion.md): Put a Formstep form inside a Notion page with an Embed block. Notion takes a link, not HTML, so you paste the form address with ?embed=1.
- [Authentication gate](https://formstep.io/docs/sharing-publishing/authentication-gate.md): Require respondents to sign in or enter a password before they open your share link, and pick the gate that fits the form. Requests skip both.
- [Bot protection (Turnstile)](https://formstep.io/docs/sharing-publishing/captcha-bot-protection.md): Defend share links against bot submissions with Cloudflare Turnstile. When it runs, who can turn it off, and the extra setup a custom domain needs.
- [Close a form or cap responses](https://formstep.io/docs/sharing-publishing/scheduled-close.md): Stop a form taking answers now or on a date, cap how many responses one share link accepts, and limit how often one person can submit.

## Submissions & Analytics

- [Submissions & Analytics overview](https://formstep.io/docs/submissions-analytics/overview.md): Every answer to a form arrives on its Submissions tab, from share links and requests alike. Read it there, take it out, or get an email when it arrives.
- [Submission inbox](https://formstep.io/docs/submissions-analytics/submission-inbox.md): Every submission to a form, from share links and requests alike, in one table where you search, filter, open, download, or delete them.
- [Aggregated summary](https://formstep.io/docs/submissions-analytics/question-summary.md): See how everyone answered each question, with counts, charts and drop-off, find the questions people leave at, and get a short AI summary of the answers.
- [Translating a submission](https://formstep.io/docs/submissions-analytics/translating-submissions.md): Read an answer written in a language you do not speak, translated in place with AI credits. The original answers stay as they were, and exports use them.
- [Edit after submit](https://formstep.io/docs/submissions-analytics/edit-after-submit.md): Let respondents return and update their answers after submitting. Turn it on in Settings, pick how many edits to allow, and check which forms cannot offer it.
- [Analytics & insights](https://formstep.io/docs/submissions-analytics/analytics-insights.md): See how many people open, start, and finish each form, where they come from, and where they leave. Filter by channel, date range, device, or share link.
- [Exporting submissions](https://formstep.io/docs/submissions-analytics/exports.md): Download submissions as CSV or Excel in bulk, or one submission as a PDF. Each format holds different content, and your filters decide what goes in.
- [Partial submissions](https://formstep.io/docs/submissions-analytics/partial-submissions.md): Formstep saves what people enter before they leave a form. See where they stop, and use reminders to bring back the ones who gave an email.
- [Email notifications](https://formstep.io/docs/submissions-analytics/self-notifications.md): Get an email each time someone submits your form, and on Pro and Business send the respondent a confirmation, with your own text and a PDF of the answers.
- [Submission retention](https://formstep.io/docs/submissions-analytics/submission-retention.md): Delete the submissions of a form automatically after a number of days or on a date, together with the requests they answered.

## Integrations

- [Integrations overview](https://formstep.io/docs/integrations/overview.md): Every tool Formstep works with and the page that sets each one up: where answers go, where requests come from, what runs inside the form, analytics, and your own site.
- [HubSpot](https://formstep.io/docs/integrations/hubspot.md): Update or create the HubSpot contact behind each submission, matched by email. Map fields to contact properties, and pick contacts as recipients of a request.
- [Google Sheets](https://formstep.io/docs/integrations/google-sheets.md): Add every submission to a Google spreadsheet, with the columns you choose. Formstep creates the spreadsheet, and past submissions can be copied in too.
- [Airtable](https://formstep.io/docs/integrations/airtable.md): Push submissions into an Airtable base with typed field mapping. Each submission becomes a new record, and past submissions can be copied in when you connect.
- [Notion](https://formstep.io/docs/integrations/notion.md): Add submissions to a Notion database, with each field mapped to a property. Each submission becomes a new page with an optional body, and past submissions can be copied in.
- [Slack](https://formstep.io/docs/integrations/slack.md): Post new submissions to a Slack channel with custom message templates. Insert answers with @, mention users and groups, and post to several channels per form.
- [Discord](https://formstep.io/docs/integrations/discord.md): Post each form submission to a Discord channel with mentions. Connect the Formstep bot, write your own message with answers in it, and send a test first.
- [Linear](https://formstep.io/docs/integrations/linear.md): Open a Linear issue from each submission, in the team you pick. Write the title and description yourself, insert answers with @, and copy past submissions in.
- [GitHub Issues](https://formstep.io/docs/integrations/github.md): Open a GitHub issue from each submission, in the repository you pick. Write your own title and body templates, and insert answers with @ mentions.
- [Custom webhooks](https://formstep.io/docs/integrations/webhooks.md): Send each submission to a URL of your own, such as your backend, a serverless function or an automation tool that takes webhooks.
- [Cal.com scheduling](https://formstep.io/docs/integrations/cal-com.md): Let respondents choose and book a Cal.com appointment without leaving your form. Add a Schedule appointment question and get the booking with each submission.
- [Analytics (GA4 and Axiom)](https://formstep.io/docs/integrations/analytics-streaming.md): Send form views, starts and submissions to Google Analytics 4 or Axiom, and, with Axiom, the answers of each submission too. Connect once for the workspace, then choose per form.
- [Health and monitoring](https://formstep.io/docs/integrations/health-monitoring.md): What happens when an integration cannot deliver: how Formstep retries, when it pauses an integration, and how you turn it back on, retry failed deliveries or reconnect an account.

## Automation guides

- [Automation guides](https://formstep.io/docs/guides/overview.md): Step-by-step setup guides for the tools that drive Formstep: connect, pick a trigger or action, map fields, test.
- [Connect Formstep to Zapier](https://formstep.io/docs/guides/zapier/connect.md): Sign in to Formstep from a Zap, pick the workspace Zapier may use, and check that your forms show up.
- [Send public link submissions to another app](https://formstep.io/docs/guides/zapier/public-link-submissions.md): Start a Zap when someone submits, edits or abandons a form through its share link, and send the answers to email, Sheets, Slack or a CRM.
- [Send a request from a Zap](https://formstep.io/docs/guides/zapier/send-a-request.md): Create a Formstep request from any Zapier trigger, prefill and lock the answers you already know, send the link, then find, remind or cancel the request from a later Zap.
- [Act on a request's outcome](https://formstep.io/docs/guides/zapier/request-outcome.md): Start a Zap when a request is completed, expires or is canceled, and branch on whether the recipient approved, declined or asked for changes.
- [Connect Formstep to Make](https://formstep.io/docs/guides/make/connect.md): Install the Formstep app in your Make organization, sign in from a scenario, and pick the workspace Make may use.
- [Start a scenario from public link submissions](https://formstep.io/docs/guides/make/public-link-submissions.md): Run a Make scenario when someone submits, edits or abandons a form through its share link, and map each answer by its question.
- [Send requests and act on their outcome](https://formstep.io/docs/guides/make/requests.md): Create a Formstep request from a Make scenario, prefill it per field, and run a scenario when the recipient completes it, it expires or is canceled.
- [Install the Formstep node in n8n](https://formstep.io/docs/guides/n8n/install-the-node.md): Give a self-hosted n8n a public HTTPS address, install the n8n-nodes-formstep community node, and check that its triggers and actions show up.
- [Connect Formstep to n8n](https://formstep.io/docs/guides/n8n/connect.md): Connect n8n to one Formstep workspace with an API key, or on self-hosted n8n by signing in with OAuth2, and check that your forms show up.
- [Start an n8n workflow from public link submissions](https://formstep.io/docs/guides/n8n/public-link-submissions.md): Run an n8n workflow when someone submits, edits or abandons a form through its share link, and pass the answers to the next node.
- [Send a request and act on its outcome](https://formstep.io/docs/guides/n8n/send-a-request.md): Create a Formstep request from an n8n workflow, prefill and lock what you already know, then wait for the answer in the same workflow or start another one when a request ends.
- [Look up, remind and cancel requests in n8n](https://formstep.io/docs/guides/n8n/manage-requests.md): Find a request by your own External ID, read its status and answers, send the recipient a reminder, or cancel it, all from an n8n workflow.
- [Get a manager's approval in n8n](https://formstep.io/docs/guides/n8n/approval-from-a-manager.md): Example: send an expense claim to the manager who approves it, pause the workflow until they decide, then route each outcome and no answer.
- [Read a PDF with AI, then get it confirmed](https://formstep.io/docs/guides/n8n/read-a-pdf-with-ai.md): Example: an AI model reads a supplier invoice in n8n, a request prefilled with what it read goes to the supplier, and they confirm or correct each value.
- [Collect the documents each case needs in n8n](https://formstep.io/docs/guides/n8n/collect-documents.md): Example: build the form from an insurance claim's checklist inside the request, so each person is asked for exactly the documents their case needs, then save each upload with the claim.
- [Let an AI agent send requests from n8n](https://formstep.io/docs/guides/n8n/ai-agent-tool.md): Example: an onboarding assistant in n8n that has the Formstep node as a tool, so it can send a client a prefilled form, check how the request is going, and remind them.
- [Connect an AI agent to Formstep](https://formstep.io/docs/guides/ai-agents/connect.md): Add Formstep to Claude, ChatGPT, Cursor or any tool that supports remote MCP servers, sign in, and pick the workspace the agent may use.
- [Build a form with an AI agent](https://formstep.io/docs/guides/ai-agents/build-a-form.md): Ask Claude, ChatGPT, Cursor or another connected agent to build a Formstep form, watch it take shape in a preview, change it, and publish it.
- [Send a request with an AI agent](https://formstep.io/docs/guides/ai-agents/send-a-request.md): Ask a connected agent to send a Formstep request to one person, prefill and lock what you already know, and read the answers back when they are done.

## Developers

- [Developers overview](https://formstep.io/docs/developers/overview.md): Call the Formstep REST API to send requests and manage forms, receive webhooks and request callbacks, or connect an AI agent over MCP. The endpoint, authentication, the request and response format, and rate limits.
- [Send a request with the REST API](https://formstep.io/docs/developers/quickstart-send-a-request.md): Create an API token, read a form's field keys, and create a prefilled request with curl, from any tool that can make an HTTP call.
- [Receive and verify the callback](https://formstep.io/docs/developers/quickstart-receive-the-callback.md): Run a small receiver in Node or Python, check each callback's signature with your signing secret, and read the answers Formstep pushes when a request ends.
- [Create requests from code](https://formstep.io/docs/developers/requests-api.md): List a form's field keys, create a request with prefill, locked fields and context, hand the recipient documents, and read the answers. The value shapes, idempotency, test requests and the limits that apply.
- [Create a form and a request in one call](https://formstep.io/docs/developers/inline-forms.md): Send the blocks with the request: Formstep builds the form, publishes it and returns the link, with no editor in between.
- [Request callbacks](https://formstep.io/docs/developers/callbacks.md): Formstep POSTs a signed event to the callbackUrl of a request when it is completed, expires or is canceled. Read the payload, verify the signature, and handle retries and replays.
- [API reference](https://formstep.io/docs/developers/rest-api.md): Every REST API method with its parameters, examples and responses: forms, submissions, share links, requests, webhooks and more. Ends with every error code and reason.
- [API tokens](https://formstep.io/docs/developers/api-tokens.md): Create, manage, and rotate tokens for the API and MCP server. Learn the token format, the limits on each token, and what to do first if one leaks.
- [MCP server](https://formstep.io/docs/developers/mcp-server.md): Use Formstep from Claude, ChatGPT, Cursor and other MCP clients. Connect with OAuth or an API token so AI agents can build forms, send requests and read the answers.
- [Webhook API reference](https://formstep.io/docs/developers/webhooks-reference.md): Payload schema, event types, signing, retries, and REST subscription endpoints. Read it to parse, verify, and dedupe the events Formstep sends to your URL.

## Workspaces & Teams

- [Workspaces overview](https://formstep.io/docs/workspaces-teams/overview.md): What a workspace holds, how the owner’s plan covers every member, and when to keep work in more than one workspace.
- [Inviting members](https://formstep.io/docs/workspaces-teams/inviting-members.md): Add teammates to a workspace with an invite link, choose how long it works and how many people can use it, and see what the owner and members can do.
- [Folders](https://formstep.io/docs/workspaces-teams/folders.md): Organize the forms in a workspace with folders. Create, nest, rename and delete them, move forms between them, and find any form by name.
- [Trash & restore](https://formstep.io/docs/workspaces-teams/trash.md): Deleted forms move to Trash, where you can restore them or remove them for good. Forms stay there for 30 days, and share links stay revoked after a restore.

## Subscription & Billing

- [Subscription & Billing overview](https://formstep.io/docs/subscription-billing/overview.md): Formstep has a Free, a Pro and a Business plan. What sets them apart, whose plan a workspace uses, and how AI credits fit in.
- [Plans & pricing](https://formstep.io/docs/subscription-billing/plans-pricing.md): Start free with no credit card, and move to Pro or Business when you need more. What each plan is for, and how AI credits are paid for.
- [Limits & quotas](https://formstep.io/docs/subscription-billing/limits-quotas.md): Every limit on the Free, Pro and Business plans: the monthly allowance, storage, domains, free invitations, idle forms, and what happens when you reach one.
- [Billing & invoices](https://formstep.io/docs/subscription-billing/billing-invoices.md): Update your payment method, download invoices and cancel in the Polar billing portal, and see what a failed payment means.
- [Upgrading & downgrading](https://formstep.io/docs/subscription-billing/upgrading-downgrading.md): What happens when you upgrade, move down a plan, cancel, or miss a payment: the grace period, what changes on Free, and what ends on a schedule.

## Legal

- [Legal overview](https://formstep.io/docs/legal/overview.md): Index of Formstep legal documents: the Terms of Service, Privacy Policy, Data Processing Agreement, and Partner Terms, with governing law and contact details.
- [Terms of Service](https://formstep.io/docs/legal/terms-of-service.md): Terms governing your use of Formstep, its website, apps, and APIs: accounts, acceptable use, plans and billing, AI credits, your content, and liability.
- [Privacy Policy](https://formstep.io/docs/legal/privacy-policy.md): How Formstep collects, uses, and protects personal data, for the people who build forms and the respondents who fill them in, and the rights you have.
- [Data Processing Agreement](https://formstep.io/docs/legal/dpa.md): How Formstep processes personal data on your behalf under the GDPR and similar laws, with each party’s obligations, subprocessors, and security measures.
- [Partner Terms](https://formstep.io/docs/legal/partner-terms.md): Terms for partners in the Formstep affiliate program: how referrals are credited, how commission and payouts work, and how you may promote Formstep.