Getting started

Everything you need to know to get started with Formaloo

14 articles

Articles

What is Formaloo?No-code, data-driven platform to build powerful forms and surveys, create custom apps and portals, interactive dashboards, and more!

Keyboard shortcuts in FormalooA complete reference of every keyboard shortcut in Formaloo — organized by area so you can navigate, build, and manage your forms faster without touching the mouse.

What you can build with FormalooA form is just the beginning. Discover what people actually build with Formaloo: intake flows, client portals, automated pipelines, and full operational workflows.

How to start building in Formaloo: with AI, from scratch, or from a templateThree ways to start building in Formaloo — from templates and AI to a blank canvas — and how to grow a form into an app, portal, or a full…

Beyond the form: how to add data views, automations, and expand your form into a custom app or portal in FormalooOnce you have a form or a project in Formaloo, you can take it in any direction. Here's how to add pages, connect additional forms, set up automations, and share…

Keeping everyone in the loop: a complete guide to email notifications in FormalooA complete walkthrough of Formaloo’s email automation: from basic submission notifications and branded templates to conditional rules, answer piping, document attachments, and timed follow-up sequences.

PDF templates: how to build, generate, and deliver branded documents in FormalooBuild reusable document templates, pipe in record data, and let Formaloo generate branded PDFs automatically – on every submission, on a condition, or attached to an email notification for instant…

Collections

Create & customize3 articlesCreate, customize, and automate your first form, app, or portal

Share & collaborate2 articlesEasily share your forms and apps with public URLs, embeds, or website codes. Manage access levels to collaborate with your team — from read-only to full editing and deletion rights, ensuring smooth workflows and secure data sharing.

Next steps2 articlesGet supported and explore advanced features to level up your projects, from advanced logic and automation to integrations and more.