Formaloo

Approval workflows

The best approval workflow management platform

Build branded forms, automate approval workflows, collect signatures, generate PDFs, and give customers or staff a secure portal to track everything in one place.

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Trusted by Healthcare teams worldwide

Cleveland Clinic
NHS
UW Health
CCH Healthcare
Wisconsin Alliance for Infant Mental Health
Digital India

Automating processes made easy breezy 🍃

What is Formaloo? Formaloo is a form builder and approval workflow platform for teams. It combines online forms, approvals, portals, dashboards, PDFs, signatures, and workflow automation in one system. Teams use Formaloo for healthcare, operations, HR, agencies, education, and internal business processes.

From form submission to final approval in minutes, not days

3-7x

fewer emails per workflow

‘‘ From CRMs to teacher evaluations, internal workflows, and website forms, Formaloo has truly been a game changer for our team. Each Formaloo workflow saves us 3–7 emails per engagement. ’’

Heather Lloyd, Executive Director

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75%

Reduction in patient intake time

‘‘ After a thorough market evaluation, we chose Formaloo, and the results have been nothing short of impressive. Formaloo has been a reliable & user-friendly solution for our form management needs. ’’

James Roberts, Director of business systems and analytics

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8

country offices unified

‘‘ Formaloo has folder-level access management, allowing us to share relevant data with the right person at the right time across our distributed teams. It completely replaced our manual intake process."

Himanshu Ganoliya, Business development manager

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From form submission to final approval in minutes, not days

Formaloo's approval engine connects every step — intake, review, sign-off, and delivery — into a single automated workflow your team actually uses.

Take actions on submitted requests quickly

Formaloo does not stop at data collection. It helps your team review requests, move work forward, and automate what happens next.

Data collection in healthcare →

Build portals your users love easily

Give customers, patients, students, partners, or employees a secure place to log in, see their own data, and complete the next step.

Secure data analytics in healthcare →

Automate approval workflows today

Route requests through managers, departments, statuses, and signatures without relying on scattered emails, spreadsheets, or disconnected tools.

Workflow management in healthcare →

Recognized by healthcare leaders.

Keep patient and work data secure.

Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance.

Best Forms Automation Software of 2026

"With over 75% positive sentiment, your users are clearly vocal about their success with Formaloo, which was a key driver for this distinction."

"Number one support"

"The rest like logic flow, understanding our needs to developing exactly what we wanted at a reasonable cost made it a no-brainer to rely on Formaloo."

Keep your stack.
Connect the work.

3,000+ integrations via direct connection, n8n, Zapier, Make, webhooks, and API.

Google Sheets
Outlook
Slack
Zapier
HubSpot
Salesforce
Stripe
Airtable
Dropbox
Monday
Google Sheets
Outlook
Slack
Zapier
HubSpot
Notion
Google Calendar
Mailchimp
Make
Asana
Jira
Google Drive
ActiveCampaign
Calendly
Intercom
Notion
Google Calendar
Mailchimp
Make

Most AI companies deliver outputs.
We deliver outcomes.

We start with what success looks like for you, then build the system to deliver measurable outcomes and real return on your AI investment. Formaloo embeds the right tools and workflows directly into your organization to deliver AI solutions at scale.

Identify x in healthcare

Formaloo embeds engineering experts directly into your environment to co-design, deploy, and continuously improve AI systems at scale.

Build AI for real-world deployment , connecting model output to workflows and KPIs

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Formaloo builds on the Forward Deployed Engineering (FDE) model

Solutions that scale across your healthcare business

Formaloo's enterprise-grade platform runs on outcome-driven engineering so every system is built to deliver measurable business results.

FAQs by industry teams

Read the answers to the most frequently asked questions by health teams worldwide.

Can Formaloo automate approval workflows?

Can Formaloo generate PDFs and collect signatures?

Is Formaloo suitable for healthcare workflows?

Can I customize email notifications with my own SMTP settings?

Is my data secure with Formaloo’s approval workflows?

Does Formaloo support on-premise deployment?