Documentation & Guides
Everything you need to build forms, create automated workflows, integrate custom webhooks, and manage workspaces.
Topics Index
Welcome to TrustForms
Learn how to set up your account, manage workspaces, and publish your first form.
1. Workspace Creation & Teams
TrustForms operates with multi-tenant workspace isolation. Each tenant organization can create multiple workspaces (e.g. Marketing, HR, Product). Team members can be invited to workspaces with distinct roles:
- Owner: Complete organization control, billing management, and workspace deletion.
- Admin: Can create, publish, and delete forms and workflows across workspaces.
- Editor: Can build and edit forms, view submissions, and export data.
- Viewer: Read-only access to responses and analytics.
2. Creating Your First Form
- Navigate to Forms in your dashboard sidebar.
- Click + New Form or use the AI Form Generator for instant prompts.
- Add fields (Short Text, Dropdown, Multi-select, File Upload, Signature, Rating).
- Configure rules under Logic to show/hide fields dynamically.
- Click Publish to generate your shareable public form link.
Form Builder Guide
Master field types, validation rules, conditional logic, and custom form settings.
Supported Field Types
Short Text & Long Text
Names, headlines, open feedback, and descriptions.
Multiple Choice & Checkbox
Single radio selection or multi-option checkboxes.
File Upload
Documents, images, and attachments with storage limits.
Digital Signature
Canvas signature capture for legal agreements and approvals.
Conditional Logic Rules
Build branching forms that adapt based on respondent answers. Under the Logic tab, define rules like:
AI Form & Field Generator
Generate complete forms from natural language prompts in seconds.
TrustForms AI uses advanced language models to generate form schemas, questions, field types, and options based on your prompt.
Example AI Prompts
Automated Workflows
Trigger multi-step actions automatically when a form response is received.
Supported Workflow Steps
- Send Email Alert: Dispatch custom email notifications to internal team members or respondents.
- HTTP Webhook Dispatch: Send POST request payload with submitted data to your server endpoint.
- Branching Condition: Branch workflows based on response values (e.g. IF priority is High).
POST Webhooks & External APIs
Connect TrustForms directly with custom backend HTTP APIs and webhooks.
Configuring POST Webhook Method
- Open your form in Form Builder -> click Integrations tab.
- Under POST Method card, click Setup.
- Enter your target HTTP/HTTPS POST URL endpoint (e.g.
https://api.yourdomain.com/webhooks/form-submitted). - Save setup. Every submission will automatically post raw JSON response payload to your endpoint.
REST API Reference
Programmatically manage forms, retrieve submissions, and configure webhooks via REST API.
Authentication
Generate an API key in the Developer Portal. Pass your API key in the Authorization header:
curl -X GET https://your-domain.com/api/v1/forms \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Accept: application/json"White Label & Custom Branding
Customize forms with your organization's logo, primary color, custom domain, and remove TrustForms branding.
- Logo & Favicon: Upload custom brand logo for public forms.
- Primary Color Hex: Tailor button accents to your company's hex color.
- Hide Branding: Toggle off "Powered by TrustForms" on public form footers.
Plans, Quotas & Expiration Rules
Understand response caps, storage limits, and plan expiration behavior.
When a trial or paid subscription expires, your account automatically falls back to the Free Plan. Published forms remain online and continue accepting submissions up to the Free plan monthly response cap (500 submissions/month).
Security, Isolation & Compliance
Data protection, tenant scope isolation, audit logs, and GDPR compliance.
All database queries strictly enforce global tenant scoping (TenantScope), ensuring 100% data isolation between organizations. Detailed audit logs track all sensitive administrative events.