# Formstep Docs

> Formstep collects information, documents, signatures and payments from anyone: personalized forms in any language, or one public link, with follow-ups, answers checked by AI, and structured data sent to your 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: /llms-full.txt

## Getting Started

- [What is Formstep?](https://docs.formstep.io/getting-started/introduction.md): What Formstep is, who it is for, and the problem it solves: collecting information, documents, signatures and payments from anyone, then getting structured answers back.
- [Sign up & workspace](https://docs.formstep.io/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://docs.formstep.io/getting-started/build-your-form.md): Go from an empty canvas to a published form — the one thing every request and every public link needs.
- [Send your first request](https://docs.formstep.io/getting-started/send-your-first-request.md): Assign your published form to one person, watch what they see, and find the answers afterwards. This test request works on every plan and emails nobody.
- [Share a public link](https://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/getting-started/dashboard.md): A map of the dashboard: the sidebar, workspaces, AI chat, and where each setting lives. Use it to find your way around Formstep outside the editor.
- [Getting started FAQ](https://docs.formstep.io/getting-started/faq.md): Common questions about your first hour with Formstep: what is free, how a request differs from a share link, where submissions go, and deleting your account.
- [Get support](https://docs.formstep.io/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.

## Requests

- [Requests overview](https://docs.formstep.io/requests/overview.md): Ask one specific person to fill in one form, then resume your workflow when they are done. See how a request differs from a public link and what happens next.
- [Creating a request](https://docs.formstep.io/requests/creating-requests.md): Discover a form's field keys, then create a request with prefilled values, locked fields, and context.
- [Bulk send](https://docs.formstep.io/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.
- [Create a form and a request in one call](https://docs.formstep.io/requests/inline-forms.md): Send the blocks with the request: Formstep builds the form, publishes it and returns the link, with no editor in between.
- [Field keys](https://docs.formstep.io/requests/field-keys.md): The stable names automations use to address your fields — where they come from, and how to keep them stable.
- [Decisions & approvals](https://docs.formstep.io/requests/decisions-and-approvals.md): Ask for a verdict — approve, decline, or changes — and let your workflow branch on it without reading labels.
- [Invitations, reminders & expiry](https://docs.formstep.io/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.
- [Callbacks & signing](https://docs.formstep.io/requests/callbacks.md): Resume your workflow when a request ends, and prove the call really came from Formstep. Read the payload, verify the signature, and handle retries.
- [The Requests page](https://docs.formstep.io/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://docs.formstep.io/requests/troubleshooting.md): Rejected calls, invitations that never arrived, and callbacks that never landed. Read the error code and reason, check the timeline, and fix what went wrong.

## Public Link

- [Choosing a channel](https://docs.formstep.io/sharing-publishing/choosing-a-channel.md): A published form reaches people two ways — a public link for anyone, or a request for one named person. How to pick.
- [Share links](https://docs.formstep.io/sharing-publishing/sharing-embedding.md): Create, manage, and track share links for your form. Give each one its own name, expiry, limits, and analytics, then add UTM parameters or a QR code.
- [Embedding & popups](https://docs.formstep.io/sharing-publishing/embedding-popups.md): Embed your form on a website or show it as a popup overlay. Set the layout, display, and trigger in the Public link sheet, then paste the snippet into a page.
- [Authentication gate](https://docs.formstep.io/sharing-publishing/authentication-gate.md): Require respondents to sign in or enter a password before they open your share link. Learn when each gate fits, and why requests skip both.
- [Bot protection (Turnstile)](https://docs.formstep.io/sharing-publishing/captcha-bot-protection.md): Defend forms against bot submissions with Cloudflare Turnstile. Find out when it runs on share links, who can turn it off, and how to use it on a custom domain.
- [Scheduled close](https://docs.formstep.io/sharing-publishing/scheduled-close.md): Auto-close a form immediately or on a scheduled date. Know what visitors and request links show once the form is closed, and how to reopen it.
- [Response limits](https://docs.formstep.io/sharing-publishing/response-limits.md): Cap submissions per share link to control how many people can respond. A slot is taken when someone starts the form, and other links stay open when one is full.

## Building Forms

- [Understanding the editor](https://docs.formstep.io/building-forms/understanding-the-editor.md): A quick tour of the form editor and where to find every feature: the top bar, canvas, side panel, AI chat, keyboard shortcuts, and publish history.
- [Form structure](https://docs.formstep.io/building-forms/form-structure.md): Pages, columns, drag and drop, and the progress bar. Split a form into steps, put blocks side by side, and use the block menu to change or move them.
- [Question types](https://docs.formstep.io/building-forms/field-types.md): Every question type available in Formstep, from text and choice to signatures, payments, and scheduling, with what each one does and what it is good for.
- [Field settings](https://docs.formstep.io/building-forms/field-configuration.md): Labels, placeholders, defaults, validation rules, and per-field options. Set what every question shares, then tune each type and add rules for its answers.
- [File uploads & signatures](https://docs.formstep.io/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://docs.formstep.io/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.
- [Respondent email verification](https://docs.formstep.io/building-forms/email-verification.md): Require a one-time code so email answers are real, reachable addresses. Respondents confirm with a 6-digit code before they can submit, on the Business plan.
- [Repeating groups](https://docs.formstep.io/building-forms/repeating-groups.md): Collect as many entries as a respondent needs from one repeating block, such as one name and age per guest. See where the answers show up afterwards.
- [Content blocks & formatting](https://docs.formstep.io/building-forms/content-blocks.md): Add rich text, images, videos, embeds, and tables to your form. Format text with the toolbar, place maps between questions, and show earlier answers with @.
- [Conditional logic](https://docs.formstep.io/building-forms/conditional-logic.md): Show, hide, require, and jump to pages based on answers, or calculate values and stop a submission. Learn to write rules, pick operators, and combine them.
- [Hidden fields](https://docs.formstep.io/building-forms/hidden-fields.md): Pass data the respondent never sees into a form, from URL parameters on a share link or the context of a request, and save it with each submission.
- [Calculated fields](https://docs.formstep.io/building-forms/calculated-fields.md): Compute scores, totals, and dynamic text from form answers. Give a calculated field an initial value, then change it with logic rules as respondents answer.
- [Answer piping](https://docs.formstep.io/building-forms/answer-piping.md): Use @ mentions to reference answers anywhere in your form, from question titles to the thank-you page and emails. Each respondent sees their own values.
- [AI Validation](https://docs.formstep.io/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://docs.formstep.io/building-forms/custom-thank-you.md): Customize the thank-you page respondents see after they submit, with text, links, images, and their own answers, or redirect them to your own URL.
- [Redirect after submit](https://docs.formstep.io/building-forms/redirect-after-submit.md): Send respondents to your URL after they submit, with optional query parameters. Pass answers or hidden fields along, for example to greet them by name.
- [Live results](https://docs.formstep.io/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.
- [Form settings](https://docs.formstep.io/building-forms/form-settings.md): Access control, submission behavior, and notification emails, mapped out tab by tab. Find each setting in the Settings dialog, with links to the details.
- [Version history](https://docs.formstep.io/building-forms/version-history.md): View the published versions of your form and revert to an earlier snapshot. Every plan can browse the history, and going back to a version needs Business.
- [Publish checks](https://docs.formstep.io/building-forms/publish-checks.md): What Formstep checks before your form goes live, which findings block publishing, and how to clear each one.
- [Language setting](https://docs.formstep.io/building-forms/language-setting.md): Set source language, control respondent language selection, and understand locale fallback behavior.
- [Translating form content](https://docs.formstep.io/building-forms/translating-form-content.md): Translate form content, respondent emails, and generated PDFs while keeping published versions in sync.
- [Payment collection](https://docs.formstep.io/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.

## Submissions & Analytics

- [Submission inbox](https://docs.formstep.io/submissions-analytics/submission-inbox.md): View, search, and manage all your form submissions, from share links and requests, in one table. Filter, open, download, or delete them from there.
- [Aggregated summary](https://docs.formstep.io/submissions-analytics/question-summary.md): Per-question breakdowns with counts, charts, and drop-off. See how everyone answered, find the questions people leave at, and generate an AI summary.
- [Translating a submission](https://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/submissions-analytics/exports.md): Download submissions as CSV or Excel in bulk, or one submission as a PDF. Compare what each format includes, and how your filters shape the file.
- [Partial submissions](https://docs.formstep.io/submissions-analytics/partial-submissions.md): Recover leads from submissions that started but never finished. Find out what Formstep saves, where people stop, and how reminders can bring them back.
- [Self notifications](https://docs.formstep.io/submissions-analytics/self-notifications.md): Get an email every time someone submits your form. On Pro and Business, add recipients, write your own subject and body, and attach a PDF of the answers.
- [Respondent notifications](https://docs.formstep.io/submissions-analytics/respondent-notifications.md): Automatically email respondents a confirmation after they submit, with a recap, next steps, or a PDF of their answers. On a request, it goes to the recipient.
- [Submission retention](https://docs.formstep.io/submissions-analytics/submission-retention.md): Auto-delete a form’s submissions after a number of days or on a date, so you keep data only as long as you need it. Check what is deleted, requests included.

## Branding & Domains

- [Appearance & theming](https://docs.formstep.io/branding-domains/appearance-theming.md): Theme your form with colors, fonts, presets, shared workspace themes, cover images, and dark mode. Presets work on every plan, and custom themes need Pro.
- [Workspace themes](https://docs.formstep.io/branding-domains/workspace-themes.md): Save a look once and reuse it across every form in the workspace, so a brand change is one edit instead of one per form.
- [The Domains page](https://docs.formstep.io/branding-domains/workspace-domains.md): One workspace page for the domains that serve forms, your bot-protection keys, and email sending domains. The owner sets them up, and every member can use them.
- [Custom domains](https://docs.formstep.io/branding-domains/custom-domains.md): Serve forms from your own domain instead of the default Formstep URL. Add a subdomain and a CNAME record, then give your share links readable custom slugs.
- [Custom email domains](https://docs.formstep.io/branding-domains/custom-email-domains.md): Send invitations, reminders, confirmations, and notifications from your own email domain. Add three CNAME records, verify the domain, and pick it per form.

## Using AI chat

- [AI overview](https://docs.formstep.io/ai/overview.md): What AI does inside Formstep, and where to start: build and edit forms, translate them, check answers, explain submissions, and run your workspace.
- [Using AI](https://docs.formstep.io/ai/using-ai.md): Chat with AI to create, edit, translate, and analyze forms. Learn how to open AI chat, approve its actions, choose a model, and keep an eye on your credits.
- [AI form generation](https://docs.formstep.io/ai/ai-form-generation.md): Build forms from a prompt, PDF, or screenshot with AI. Get tips for writing good prompts, check which files you can attach, and refine the result by chatting.
- [AI credits & usage](https://docs.formstep.io/ai/ai-credits-usage.md): How AI credits work, what they cost, and how to add funds. Credits come in one-time packs on any plan, never expire, and belong to each person.

## Workspaces & Teams

- [Workspaces overview](https://docs.formstep.io/workspaces-teams/overview.md): How workspaces, members, and folders fit together. Learn what lives in a workspace, how the owner’s plan covers everyone, and who can change its settings.
- [Multiple workspaces](https://docs.formstep.io/workspaces-teams/multiple-workspaces.md): Run separate workspaces for clients, teams, or brands, each with its own forms, members, domains, and integrations. Create as many as you like on any plan.
- [Inviting members](https://docs.formstep.io/workspaces-teams/inviting-members.md): Add teammates to a workspace and manage invite links. Set how long a link works and how many people can use it, and see what owners and members can do.
- [Folders](https://docs.formstep.io/workspaces-teams/folders.md): Organize forms inside a workspace with folders. Create, nest, rename, and delete them, move forms between them, and find any form by name.
- [Trash & restore](https://docs.formstep.io/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.

## Integrations

- [Integrations overview](https://docs.formstep.io/integrations/overview.md): Connect Formstep to scheduling, analytics, spreadsheets, a CRM, messaging, project tools, and custom webhooks.
- [Cal.com scheduling](https://docs.formstep.io/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.
- [Google Sheets](https://docs.formstep.io/integrations/google-sheets.md): Auto-sync every submission to a Google spreadsheet with custom column mapping. Formstep creates the spreadsheet, and past submissions can be copied in too.
- [Notion](https://docs.formstep.io/integrations/notion.md): Push submissions to a Notion database with field-level mapping. Each submission becomes a new page with an optional body, and past submissions can be copied in.
- [Slack](https://docs.formstep.io/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://docs.formstep.io/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.
- [Custom webhooks](https://docs.formstep.io/integrations/webhooks.md): POST submission data to any HTTPS endpoint, such as your backend, a serverless function, or a proxy.
- [Airtable](https://docs.formstep.io/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.
- [HubSpot](https://docs.formstep.io/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.
- [Linear](https://docs.formstep.io/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://docs.formstep.io/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.
- [Analytics streaming](https://docs.formstep.io/integrations/analytics-streaming.md): Forward form analytics events to Google Analytics or Axiom, with optional respondent answers for Axiom.
- [Google Analytics (GA4)](https://docs.formstep.io/integrations/google-analytics.md): Forward form views, engagement, and submissions to your Google Analytics 4 property. Connect with a Measurement ID and API secret. GA4 never receives answers.
- [Axiom](https://docs.formstep.io/integrations/axiom.md): Stream form analytics events and optional full respondent answers into an Axiom dataset. Connect with a dataset and API token, then query events in APL.
- [Health and monitoring](https://docs.formstep.io/integrations/health-monitoring.md): How Formstep monitors integrations, refreshes tokens, and surfaces errors. See what each state means, why an integration paused, and how to retry deliveries.

## Developers

- [API overview](https://docs.formstep.io/developers/overview.md): How to call the Formstep API: a single JSON-RPC endpoint, authentication with API tokens, the JSON format of each call, error codes, and rate limits.
- [API methods](https://docs.formstep.io/developers/rest-api.md): Complete reference for every REST API method with parameters, examples, and responses. Covers forms, submissions, share links, requests, and webhooks.
- [API tokens](https://docs.formstep.io/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://docs.formstep.io/developers/mcp-server.md): Use Formstep from Claude, Cursor, and other MCP-compatible tools. Connect with an API token or OAuth so AI agents can read and edit forms and send requests.
- [Webhook API reference](https://docs.formstep.io/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.

## Guides

- [Automation guides](https://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/guides/zapier/send-a-request.md): Create a Formstep request from any Zapier trigger, prefill and lock the answers you already know, and send the link by email or through your own channel.
- [Act on a request's outcome](https://docs.formstep.io/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.
- [Look up, remind and cancel requests](https://docs.formstep.io/guides/zapier/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 a Zap.
- [Install the Formstep node in n8n](https://docs.formstep.io/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://docs.formstep.io/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 a public link](https://docs.formstep.io/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 from an n8n workflow](https://docs.formstep.io/guides/n8n/send-a-request.md): Create a Formstep request from any n8n workflow, prefill and lock the answers you already know, and send the link by email or through your own channel.
- [Act on a request's outcome in n8n](https://docs.formstep.io/guides/n8n/request-outcome.md): Start a workflow when a request is completed, expires or is canceled, or pause the workflow that sent it until the recipient answers, and branch on the verdict.
- [Look up, remind and cancel requests in n8n](https://docs.formstep.io/guides/n8n/manage-requests.md): Find a request by your own External ID, read its status and answers, send the recipient a reminder, cancel it, or replay its callback, all from an n8n workflow.
- [Get a manager's approval in n8n](https://docs.formstep.io/guides/n8n/approval-from-a-manager.md): Send an expense, a discount or a purchase to the person who approves it, pause the workflow until they decide, and then route each outcome and no answer.
- [Read a PDF with AI, then get it confirmed](https://docs.formstep.io/guides/n8n/read-a-pdf-with-ai.md): Let an AI model read an invoice, an order or an application in n8n, prefill a request with what it read, and have the sender confirm or correct each value.
- [Collect the documents each case needs in n8n](https://docs.formstep.io/guides/n8n/collect-documents.md): Turn a checklist into a form in the request itself, so every person is asked for exactly the documents their case needs, then save each upload with the case.
- [Connect an AI agent to Formstep](https://docs.formstep.io/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.
- [Let an AI agent send requests from n8n](https://docs.formstep.io/guides/n8n/ai-agent-tool.md): Give an n8n AI Agent the Formstep node as a tool, so it can send someone a prefilled form, check how the request is going, and remind them.
- [Build a form with an AI agent](https://docs.formstep.io/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://docs.formstep.io/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.
- [Send a request with the REST API](https://docs.formstep.io/guides/rest-api/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://docs.formstep.io/guides/rest-api/verify-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.

## Subscription & Billing

- [Plans & pricing](https://docs.formstep.io/subscription-billing/plans-pricing.md): Start free with no credit card, then move to Pro or Business when you need more. See what each plan is for, and how AI credits and billing work.
- [Limits & quotas](https://docs.formstep.io/subscription-billing/limits-quotas.md): Canonical reference for every quantitative limit on each plan: the monthly allowance, storage, domains, free invitations, and what happens when you reach one.
- [Billing & invoices](https://docs.formstep.io/subscription-billing/billing-invoices.md): Manage payments, download invoices, and update billing details in the Polar billing portal. Find out which currency you pay in and what a failed payment means.
- [Upgrading & downgrading](https://docs.formstep.io/subscription-billing/upgrading-downgrading.md): What happens when you change plans, cancel, or miss a payment. Follow the grace period, see what changes on a downgrade, and learn what is and is not deleted.

## Legal

- [Legal overview](https://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/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://docs.formstep.io/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.