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Forms Automation Software

Last updated: April 2026

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17 software options

Forms On Fire logo

Forms On Fire

Mobile forms, dispatch, task and workflow solution

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Digitize your forms and workflows using our cloud software and reward your employees with the most advanced, rich mobile data collection and workflow system on the planet. Work offline and get the latest versions of your forms, data sources, documents and tasks - on whatever device you're using.

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Cognito Forms logo

Cognito Forms

Online form builder with powerful features

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Cognito Forms enables users to create responsive online forms that collect payments, gather information, and automate tasks. The features of this platform include data lookups, document merging, file downloading, repeating sections, save and resume, advanced calculations, conditional logic and more.

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Lead Booster Pro logo

Convert more visitors into qualified B2B leads

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Lead Booster Pro transforms website visitors into qualified B2B leads through intelligent, conversion-optimized forms. Our German-engineered platform increases form completion rates by 30%, tracks lead value for marketing ROI, and integrates seamlessly with major CRMs.

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Quizell logo

Turn personalized product recommendations into sales!

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Quizell fast-tracks e-commerce sales with personalized product recommendations. Create a quiz to discover your customers’ needs and lead them to solutions that work for them. Increase sales, reduce returns, and discover new opportunities for business growth.

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PerfectApps logo

Build web apps & automate workflow - No code required.

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With PerfectApps no-code platform, you can:

• Build web forms, web apps & reports
• Automate workflows
• Send automated notifications
• Create drill down reports with data grids, graphs and charts
• Get full visibility to workflow processes
• Integrate with LDAP, databases & 3rd party apps

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PreciseFP logo

Financial planning software

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PreciseFP is a tailored financial planning software for advisors, streamlining client engagement and data handling. It boosts operational efficiency by removing manual entry. Its tools, including risk assessment, workflow automation, KYC, and data transfer, allow firms to scale, evaluate, onboard, and routinely engage clients, ensuring updated profiles across platforms.

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Assembly logo

The new standard for modern service businesses.

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Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you.

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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Google Workspace logo

Collaboration application suite for teams

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Google Workspace is a suite of applications from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data from all devices.

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Heyflow logo

Software for lead gen, funnels, landing pages & more

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Capture more leads and convert traffic into customers with engaging clickflows, funnels & interactive forms. Create them quickly with our drag & drop builder and match your brand perfectly with our endless design options. No coding. Integrate with your marketing campaigns easily.

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Google Forms logo

Create custom forms for surveys & questionnaires

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Google Forms is a free form builder tool that enables users to create surveys and questionnaires online in order to collect and organize information

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Typeform logo

Interactive form builder for data collection

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Typeform is an online form builder that enables users to create interactive forms, surveys, quizzes, and polls through a drag-and-drop interface. The platform offers conditional logic, form branching, and pre-fill functionality to customize the form experience. It includes integrations with tools such as Salesforce, Google Sheets, Slack, and Zapier for automated workflows and provides GDPR-ready and HIPAA-compliant security features with data encryption and single sign-on access.

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Survicate logo

Collect, analyze, and act on customer feedback

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Survey software for customer-centric businesses to automate forms and collect continuous insights at scale. Survicate enables creating surveys in minutes, real-time analysis, and acting on feedback to streamline operations.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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LeadQuizzes logo

AI quiz builder for lead generation

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Go beyond static data collection. LeadQuizzes automates the entire form lifecycle—from AI-driven question generation to intelligent routing. Use advanced scoring and outcome logic to automate lead qualification and trigger instant, personalized follow-ups in your CRM without manual intervention

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Wrike logo

AI powered workflow management platform

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Wrike is an AI-powered enterprise work management platform that enables teams to build, connect, and scale workflows with comprehensive visibility. The software offers task management, resource planning, and visual collaboration tools alongside AI agents that automate routine tasks. Wrike integrates with numerous applications including Microsoft, Google, and Adobe products while providing enterprise-grade security with role-based access control.

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Formulayt logo
(0)

Enterprise web form compliance management system

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Formulayt is an enterprise form management platform enabling marketing teams to create, deploy, and manage web forms at scale without developer dependencies. It integrates with major marketing automation platforms like Oracle Eloqua, Marketo, and Salesforce, offering automated compliance features for regional privacy requirements. Forms can be updated across campaigns via template-based deployment and bulk editing.

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