Forms &amp; Surveys

ApptiveGrid is a no-code database platform that lets teams build custom business applications using a visual grid interface. It combines the familiarity of spreadsheets with proper database features like relational links, field types, forms, and API access — giving organisations a way to move beyond spreadsheets without hiring developers or buying enterprise software. The platform is well-suited for operational teams that need to track, manage, and share structured data but find themselves limited by the tools they have. Whether it’s managing client records, tracking inventory, running approval workflows, or collecting data through web forms, ApptiveGrid provides the building blocks to create tailored solutions that match how your team actually works. What makes ApptiveGrid particularly useful is its API-first design. Every grid and record is accessible via API, which means it integrates naturally with automation platforms like n8n. Our n8n consulting team regularly connects tools like ApptiveGrid to broader business workflows — automating data entry, triggering notifications, syncing records to CRMs, or feeding data into reporting tools. For a real-world example of how we connect data platforms into automated workflows, see our BOM weather data pipeline case study. If your team is drowning in spreadsheets that have outgrown their purpose, or you need a lightweight application without a full development project, ApptiveGrid is a practical option. Our business automation team can help you design and connect the right tools to create a system that reduces manual work and keeps your data reliable.

ApptiveGrid consultants

QuintaDB

QuintaDB is a no-code online database platform that lets teams build custom web applications, forms, and data management systems without writing a single line of code. For businesses drowning in spreadsheets or struggling with rigid off-the-shelf software, QuintaDB offers a flexible middle ground — powerful enough to handle real workflows, but accessible enough for non-technical staff to manage. The platform supports relational databases, custom web forms, charts, and API integrations, making it a practical choice for organisations that need structured data collection and reporting. Whether you’re tracking inventory, managing client records, or running internal approval processes, QuintaDB gives you the building blocks to design something that fits your actual workflow rather than forcing you to adapt to someone else’s. Where QuintaDB really shines is when paired with automation tools like n8n. Our n8n consulting team regularly connects platforms like QuintaDB to broader business systems, turning isolated databases into integrated parts of a larger workflow. If you’re looking to get more from your data without a full custom build, our business automation services can help you design and implement a system that scales with your needs. QuintaDB suits small-to-medium teams that want database functionality without the overhead of hiring developers. Combined with the right integrations and a clear data strategy, it can replace a surprising number of manual processes. Talk to our AI consulting team to explore how tools like QuintaDB fit into a broader automation strategy for your organisation.

QuintaDB consultants

Knack

Knack is a no-code platform for building online databases and business applications. It sits between spreadsheets and custom software — giving teams a way to create structured databases with user-facing interfaces, forms, dashboards, and workflows without writing code. For businesses that have outgrown spreadsheets but do not need (or cannot afford) a fully custom application, Knack fills a practical gap. The platform supports relational data, meaning records in one table can link to records in another — something spreadsheets handle poorly at scale. Knack includes tools for building search interfaces, reports, user login systems, and approval workflows. Common use cases include inventory management, project tracking, customer portals, and internal operations tools. Australian businesses with specific process requirements that off-the-shelf SaaS products do not quite cover often find Knack useful. Where Knack becomes especially powerful is when it connects to other systems. Data sitting in a standalone database has limited value, but data flowing between your CRM, accounting platform, and operational tools drives real efficiency. Osher Digital’s system integrations team specialises in connecting platforms like Knack into broader business workflows. Our business automation services help organisations design processes that move data automatically rather than relying on manual entry across disconnected systems. If you need a structured way to manage operational data and want to build custom interfaces around it without a development team, Knack is worth evaluating. For more complex requirements, Osher Digital’s custom AI development team can extend what Knack does with intelligent automation layers on top.

Knack consultants

Google Forms

Google Forms is one of the most widely used data collection tools in business — from customer feedback surveys and event registrations to internal request forms and employee onboarding checklists. It is simple to set up and free to use, which makes it a go-to choice. The problem is that form responses typically land in a spreadsheet and sit there until someone manually processes them. That gap between collecting data and acting on it is where most organisations lose time. A lead fills out a contact form, but nobody follows up for hours because the notification got buried. An employee submits an IT request, but it needs to be manually copied into the ticketing system. These delays add up and create a poor experience for everyone involved. At Osher, our business automation specialists connect Google Forms to your CRM, helpdesk, project management tools, and communication platforms so that every submission triggers the right action immediately. Our system integrations team builds workflows that route form data to the correct destination based on the answers provided — no manual sorting required. For organisations looking to add intelligence to their forms, our AI agent development team can build agents that classify, prioritise, or respond to submissions automatically. If your team is spending time manually processing form responses that could be handled by automation, we can show you a better way to work.

Google Forms consultants

Esendex

Esendex is a business messaging platform that enables companies to send and receive SMS, voice, and WhatsApp messages at scale. The core use case is operational messaging — appointment reminders, delivery notifications, payment alerts, and two-factor authentication codes. Unlike marketing-focused SMS tools, Esendex is built for transactional and operational communications where message reliability and delivery speed genuinely matter. The platform provides APIs for SMS, voice broadcast, and rich messaging channels, which means it can be embedded into existing business systems rather than used as a standalone tool. For businesses running system integrations with n8n or similar platforms, Esendex becomes the messaging layer that fires off notifications triggered by events in your CRM, ERP, or booking system. Where Esendex adds real value is in reducing no-shows, late payments, and missed communications. A medical clinic sending automated appointment reminders, a logistics company pushing real-time delivery ETAs, or a finance team chasing overdue invoices — these are workflows where a well-timed SMS consistently outperforms email. Osher’s business automation team builds these kinds of triggered messaging workflows regularly. For organisations handling sensitive communications, Esendex also supports inbound message handling so recipients can reply directly. This two-way capability, combined with sales automation workflows, creates closed-loop communication channels that reduce manual follow-up and keep customer interactions moving without staff chasing every response.

Esendex consultants

Zonka Feedback

Zonka Feedback is a customer experience and survey platform that captures feedback through multiple channels including in-app widgets, email, SMS, kiosks, tablets, and web links. For businesses that need to measure customer satisfaction at different touchpoints — after a purchase, support interaction, onboarding session, or facility visit — Zonka provides the tools to collect, analyse, and act on that feedback in a structured way. The platform supports standard CX metrics like Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES), along with custom survey types. What sets it apart from simpler survey tools is its real-time response tracking, automated follow-up workflows, and the ability to trigger different actions based on score thresholds. A detractor score can automatically alert a manager, while a promoter response can trigger a review request. Connecting Zonka Feedback to your CRM, helpdesk, and marketing tools through system integrations ensures that feedback data enriches customer records and triggers appropriate follow-up actions. Osher Digital’s business automation services can build closed-loop feedback workflows where negative scores create support tickets, positive scores trigger referral campaigns, and all responses feed into reporting dashboards automatically. If your organisation collects customer feedback but struggles to act on it quickly enough, Zonka Feedback closes that gap between data collection and response. Our AI consulting team can help you design a feedback strategy that captures the right data at the right moments and routes it to the people who can act on it.

Zonka Feedback consultants

PaperForm

Paperform is an online form builder that goes beyond basic data collection, offering payment processing, appointment scheduling, product catalogues, and conditional logic in a single tool. For businesses that have outgrown simple contact forms but do not need a full custom application, Paperform fills the gap with flexible, no-code forms that can handle complex workflows. What makes Paperform practical is its guided, document-style interface. Rather than presenting a wall of fields, forms unfold like a conversation — showing questions one section at a time based on previous answers. This approach tends to improve completion rates for longer forms like client onboarding questionnaires, service requests, and event registrations. Paperform connects to over 3,000 apps through native integrations and automation platforms. Wiring it into your business systems through system integrations means form submissions can trigger downstream actions automatically — creating CRM records, sending Slack notifications, or updating spreadsheets without manual handling. Osher Digital’s automated data processing services help organisations build these pipelines so data captured in forms reaches the right systems immediately. If your team is manually copying data from form submissions into other tools, that is time and accuracy you are losing daily. Our business automation team can design Paperform workflows that eliminate that manual step entirely.

PaperForm consultants

Formsite

Formsite is an online form builder and data collection platform that lets organisations create sophisticated forms, surveys, and registration pages without writing code. From simple contact forms to complex multi-page workflows with conditional logic, payment processing, and file uploads, Formsite handles data collection scenarios that basic form tools cannot. The real value of Formsite shows up when you move beyond standalone forms. Collected data often needs to flow into CRMs, databases, email marketing platforms, or internal approval workflows — and doing this manually creates bottlenecks and errors. Formsite supports integrations and webhooks that push submissions directly into downstream systems the moment someone hits submit. For businesses running compliance-sensitive operations, Formsite offers features like HIPAA-compliant data handling, encrypted submissions, and access controls. This makes it a practical choice for healthcare, finance, and professional services organisations that need to collect sensitive information without compromising on security or regulatory obligations. Osher Digital helps Australian businesses connect Formsite into broader business automation workflows, turning form submissions into automated actions. Our system integrations team can build pipelines where a single form submission triggers CRM updates, internal notifications, document generation, and follow-up sequences — all without manual intervention. We also work with automated data processing to ensure submitted data gets validated, enriched, and routed correctly.

Formsite consultants

Forms On Fire

Forms On Fire is a mobile forms platform designed for field teams that need to capture data on job sites, during inspections, or at client locations. Paper forms and manual data entry slow down field operations and introduce errors that ripple through reporting and compliance. Forms On Fire replaces paper with digital forms that work offline on mobile devices and sync data automatically when connectivity returns. The platform supports photo capture, GPS tagging, digital signatures, barcode scanning, and conditional logic within forms. This makes it well suited for industries like construction, property management, utilities, and healthcare. Osher Digital’s business automation team helps organisations connect mobile form data to their back-office systems so information captured in the field reaches the people who need it without delay. Once form submissions sync, they can trigger downstream workflows: generating PDF reports, updating records in a CRM or ERP, sending notifications to managers, or feeding data into compliance dashboards. Our automated data processing specialists build these pipelines to eliminate the bottleneck between field capture and office-based decisions. We did similar work for a property inspection company processing field data at scale. If your field teams are still using paper forms or disconnected spreadsheets, Forms On Fire combined with workflow automation can close the gap. Osher Digital’s system integration services ensure that data collected in the field flows directly into your operational systems.

Forms On Fire consultants

Formcarry

Dev Tools & APIs

Formcarry is a form backend service that handles submissions from static sites, landing pages, and web applications without requiring any server-side code. For businesses collecting leads through contact forms, registration pages, or feedback surveys, Formcarry removes the need to build and maintain custom form-handling infrastructure. Submissions land in a clean dashboard and can trigger email notifications, webhooks, or integrations with other platforms. Where Formcarry becomes particularly useful is when it connects to your broader automation stack. Rather than manually exporting CSV files or copying entries into a CRM, you can route form submissions directly into workflows that qualify leads, update databases, or send personalised follow-up messages. Osher Digital’s business automation services help organisations build these kinds of end-to-end pipelines so nothing falls through the cracks. Formcarry supports spam filtering, file uploads, and custom redirect URLs out of the box. It also integrates with tools like Slack, Google Sheets, and Zapier, though connecting it to n8n opens up far more flexibility for custom logic. Our n8n consulting team regularly wires up form backends like Formcarry to trigger multi-step workflows tailored to each client’s sales process. If your team is still forwarding form submissions via email or manually entering data into spreadsheets, there is a better way. Osher Digital’s system integration specialists can connect Formcarry to your existing tools and eliminate repetitive data handling across your organisation.

Formcarry consultants

SurveySparrow

SurveySparrow is a survey and feedback platform that emphasises conversational, chat-style survey experiences over traditional form-based questionnaires. It covers the full feedback lifecycle — creating surveys, distributing them across channels, collecting responses, and analysing results — with a focus on higher completion rates through a more engaging respondent experience. For Australian businesses running customer satisfaction surveys, employee engagement programs, NPS tracking, or market research, SurveySparrow offers a meaningful UX advantage. The conversational format feels less like filling out a form and more like answering questions in a chat, which consistently drives higher response rates. When you are paying to acquire survey respondents or relying on feedback for business decisions, completion rates matter. SurveySparrow includes recurring survey scheduling, multi-channel distribution (email, web, SMS, QR codes), and a reporting dashboard with sentiment analysis. For teams managing ongoing feedback programs — quarterly employee surveys, post-service customer feedback, event evaluations — the scheduling and automation features reduce the manual overhead of running each survey cycle. Connected to your broader business automation stack through webhooks and API integrations, SurveySparrow responses can trigger real-time actions: a low NPS score alerts your customer success team, a negative employee feedback response routes to HR, or a product feature request gets logged in your development backlog. That closed loop between feedback and action is where survey tools stop being data collection exercises and start driving operational improvement. Our consulting team helps wire these connections so feedback actually goes somewhere useful.

SurveySparrow consultants

Gravity Forms

E-Commerce

Gravity Forms is a WordPress form builder that handles everything from simple contact forms to complex multi-step applications, payment forms, and survey workflows. It is one of the most established form plugins in the WordPress ecosystem, trusted by businesses that need forms to do more than just collect an email address. What sets Gravity Forms apart is its depth. Conditional logic lets you show or hide fields based on user input. Multi-page forms break complex workflows into manageable steps. File uploads, electronic signatures, payment integrations with Stripe and PayPal, and user registration are all built in. For businesses running on WordPress, it replaces the need for separate tools for quoting, applications, bookings, and surveys. The real power emerges when form submissions trigger downstream workflows. A new enquiry can create a CRM contact, send a Slack notification, add a row to a Google Sheet, and generate an invoice — all automatically. At Osher, we connect Gravity Forms to broader business automation pipelines so that form data flows directly into your CRM, project management, and accounting systems without anyone manually transferring information between platforms.

Gravity Forms consultants

Amilia

E-Commerce

Amilia is a registration and booking management platform designed for organisations that run classes, camps, memberships, and activities. Think recreation centres, dance studios, sports clubs, and community organisations. It handles online registration, payment processing, scheduling, waitlists, and participant management through a single system. The platform replaces the spreadsheet-and-email approach that many activity-based businesses still rely on. Parents can register kids for swimming lessons, members can book court times, and administrators can manage capacity — all through Amilia’s portal. It also handles waivers, medical forms, and custom intake questions as part of the registration flow. Where things get complicated is when Amilia needs to talk to your other systems. Most organisations using Amilia also have accounting software, a CRM, an email marketing tool, and possibly a facility management system. Without proper integration, staff end up re-keying data between platforms — which is slow, error-prone, and exactly the kind of work that should be automated. Our automated data processing services help connect these systems so information flows where it needs to without manual handling. We have worked with service-based businesses across Australia to automate registration workflows and eliminate data silos. If your team is spending hours on admin that should be running itself, book a call to talk through what is possible.

Amilia consultants

Survicate

Survicate is a customer feedback and survey platform that lets you collect responses through website widgets, email surveys, in-app prompts, and mobile surveys. It is designed for product, marketing, and customer success teams who need ongoing feedback rather than one-off survey blasts. What makes Survicate practical for businesses is its targeting and triggering capabilities. Instead of showing the same survey to every visitor, you can target specific user segments based on behaviour, page visits, or customer attributes. This means you get more relevant feedback with higher response rates because you are asking the right questions to the right people at the right time. At Osher, we help businesses connect Survicate feedback data to their broader analytics and operational systems. This includes pushing survey responses to your CRM to enrich customer profiles, triggering follow-up workflows based on feedback scores, and building dashboards that combine survey data with other business metrics. Our automated data processing services turn raw feedback into actionable insights. See our patient data entry case study for an example of how we automate data collection workflows. Survicate supports NPS, CSAT, CES, and custom survey types with skip logic, conditional questions, and multi-language support. For Australian businesses that want to build a continuous feedback loop into their customer experience without bolting on a heavy enterprise survey tool, Survicate hits a good balance of features and usability.

Survicate consultants

Nusii Proposals

CRM & Sales

Nusii Proposals is a proposal creation and management tool built specifically for agencies and freelancers who need to send professional proposals quickly. It streamlines the entire process from writing to signing — letting you create branded proposals with reusable sections, track when clients open and read them, and collect electronic signatures without leaving the platform. For Australian agencies and consultancies, Nusii addresses a common bottleneck: the time spent writing, formatting, and chasing proposals. Instead of starting from scratch each time or wrestling with Word documents and PDFs, Nusii gives you a template-based system where your best-performing proposal sections are saved and reusable. The platform includes real-time notifications when a client views your proposal, analytics on which sections they spend the most time reading, and built-in e-signatures so you can close deals without switching to a separate signing tool. This visibility into client behaviour helps you follow up at the right moment rather than guessing. If proposals are a bottleneck in your sales process, our sales automation team can help integrate Nusii with your CRM and invoicing tools so that accepted proposals automatically trigger project creation, client onboarding, and invoice generation through automated business workflows.

Nusii Proposals consultants

Formdesk

Formdesk is an online form builder designed for organisations that need more than simple contact forms. It handles complex, multi-step forms with conditional logic, calculations, file uploads, and digital signatures — making it a strong choice for businesses in regulated industries that collect structured data through web forms. For Australian businesses dealing with compliance-heavy processes, Formdesk stands out because of its data handling capabilities. Forms can feed directly into databases, trigger email notifications, generate PDF documents, and export to spreadsheets or external systems. This removes the manual step of re-entering form submissions into your back-office tools. Formdesk supports payment integration, appointment scheduling within forms, and multi-language options. It also offers granular control over data storage and access permissions, which matters for organisations subject to the Australian Privacy Act or industry-specific regulations around data collection and retention. If you are collecting data through forms and then manually transferring it into other systems, our automated data processing team can help you connect Formdesk to your business tools so submissions flow directly where they need to go — no copy-pasting or CSV imports required.

Formdesk consultants

iAuditor by SafetyCulture

iAuditor by SafetyCulture is a mobile inspection and auditing platform used by teams to conduct safety checks, quality inspections, and compliance audits from any device. SafetyCulture’s iAuditor replaces paper checklists and spreadsheets with digital forms that capture photos, annotations, signatures, and structured data in real time, even offline. The platform matters because manual inspection processes are slow, inconsistent, and generate data that sits in filing cabinets rather than driving action. iAuditor standardises how inspections happen across your team and locations, ensures nothing gets missed, and creates a digital audit trail that satisfies compliance requirements. Industries from construction and manufacturing to hospitality and healthcare use it daily across Australia. iAuditor becomes genuinely transformative when integrated into your broader business systems. Connected through workflow automation, inspection results can trigger corrective action workflows, update compliance dashboards, notify managers of critical findings, and feed into reporting systems automatically. Our team built something similar in our property inspection automation project, where digitising the inspection process saved significant time per report. If your team runs inspections, audits, or safety checks and the data still lives in paper forms or disconnected spreadsheets, iAuditor integrated into an automated workflow gives you consistency, compliance, and the ability to act on findings immediately.

iAuditor by SafetyCulture consultants

Caspio

Dev Tools & APIs

Caspio is a low-code platform for building online database applications without writing traditional code. It lets businesses create searchable databases, data collection forms, reports, and interactive dashboards that can be embedded directly into existing websites or used as standalone applications. The platform is particularly useful for businesses that need custom data management tools but cannot justify the cost or timeline of full custom development. Think employee directories, inventory tracking systems, project management portals, or customer-facing search tools — the kind of internal applications that would normally require a developer team and months of work. Where Caspio gets complex is when you need it to talk to other systems. Pulling data from your CRM, pushing form submissions to your accounting software, or syncing records with an external API all require careful integration work. The platform has its own API and supports webhooks, but connecting it into a broader tech stack needs proper architecture. Osher Digital builds and integrates Caspio applications for businesses across Australia. We handle the custom development, system integrations, and data architecture so you get a polished application that works seamlessly with your existing tools.

Caspio consultants

Mailmodo

Mailmodo is an email marketing platform that lets you send interactive AMP emails — forms, surveys, polls, and carts that work directly inside the inbox. Instead of pushing people to a landing page to fill out a form or complete a purchase, Mailmodo brings the action to the email itself, which dramatically improves conversion rates. For businesses running lead generation, customer feedback, or e-commerce campaigns, this changes the game. Traditional email marketing relies on click-throughs, and every extra step between the email and the action loses people. Mailmodo removes those steps entirely. Recipients can submit responses, book meetings, or browse products without ever leaving their inbox. The challenge is that interactive emails require a different approach to design, data handling, and integration. Your form submissions need to flow into your CRM or database. Your product catalogues need to sync in real time. And your automation triggers need to respond instantly when someone interacts inside the email. Osher Digital integrates Mailmodo into your marketing stack so that interactive email data flows seamlessly into your CRM, analytics, and business automation workflows. We handle the technical setup so your marketing team can focus on crafting campaigns that convert.

Mailmodo consultants

n8n Form Trigger

The n8n Form Trigger node creates web forms that feed directly into your automation workflows. Instead of using a separate form builder, connecting it to Zapier, and routing data through multiple tools, you build the form and the automation in one place. When someone submits the form, your workflow fires immediately with all the submitted data available for processing. This is particularly useful for internal operations — employee requests, client intake forms, feedback surveys, bug reports, and approval workflows. Rather than collecting form data in one tool and manually transferring it somewhere else, the Form Trigger routes submissions straight into whatever system needs them: a CRM, a project management tool, an email notification, or a database. For client-facing use cases, the Form Trigger handles lead capture, booking requests, and support ticket creation. You can validate inputs, send confirmation emails, create records in your CRM, and notify your team — all triggered automatically from a single form submission. Teams running business automation projects find this node eliminates an entire category of manual data entry work. We used a similar form-to-workflow approach when building an automated patient data entry system for a healthcare client, where incoming form submissions needed to be validated, classified, and routed to the right clinical team without manual intervention. If you need help designing form-driven workflows, our n8n consultants can architect a solution that fits your process.

n8n Form Trigger consultants

SurveyMonkey Trigger

SurveyMonkey Trigger starts your n8n workflows automatically when new survey responses come in. Instead of manually exporting results or logging into SurveyMonkey to check for new submissions, this trigger pushes response data to n8n the moment someone completes a survey — letting you act on feedback, applications, or research data in real time. The practical value goes well beyond simply collecting responses. With SurveyMonkey Trigger connected to n8n, you can route survey responses based on answers — sending high-satisfaction feedback to a testimonials pipeline, escalating negative feedback to your support team, or automatically scoring leads based on qualification questions. For businesses that use surveys as part of their sales funnel, customer feedback loop, or research process, this trigger turns SurveyMonkey from a standalone data collection tool into an active part of your business automation infrastructure. At Osher, we’ve built survey response workflows for clients across several industries. One common pattern is connecting SurveyMonkey to a CRM: when a prospect completes a qualification survey, their answers are scored, the contact is created or updated in the CRM with the score, and the sales team is notified if the lead meets a threshold. As demonstrated in our talent marketplace case study, automating the processing of form-based submissions can dramatically reduce manual review time while improving response speed.

SurveyMonkey Trigger consultants

Wufoo Trigger

Wufoo is an online form builder that lets businesses create contact forms, surveys, registration forms, and payment forms without writing code. It has been a reliable choice for teams that need forms up and running quickly. The Wufoo Trigger node in n8n fires whenever a new form submission comes in, allowing you to route that data anywhere automatically. The problem with Wufoo — and most form tools — is that submissions land in a dashboard and sit there until someone manually reviews them. For time-sensitive submissions like sales enquiries, support requests, or event registrations, that delay costs real money. And when someone does get around to processing the submissions, they are copying data from Wufoo into a CRM, spreadsheet, or support ticket system by hand. Osher uses the Wufoo Trigger node in n8n to eliminate that manual step entirely. When a form is submitted, the data is instantly routed to the right system — a CRM record is created, a Slack notification pings the sales team, a support ticket is opened, or a registration is confirmed. No delay, no copy-pasting, no missed submissions. We build these workflows so form data flows straight into your operational tools the moment it arrives. If your team is still manually processing form submissions, our automated data processing services can help you turn every form into an instant, automated action.

Wufoo Trigger consultants

Action Network

Events & Webinars

Action Network is a digital organising platform used by nonprofits, advocacy groups, unions, and political campaigns to manage email lists, petitions, events, and fundraising. It provides tools for building supporter databases, sending targeted communications, and coordinating grassroots actions — all designed for organisations that need to mobilise people quickly. The challenge most organisations face with Action Network is getting data in and out. Supporter information often needs to flow between Action Network, your donation platform, event management tools, and volunteer databases. When these systems are disconnected, supporters get duplicate emails, event RSVPs do not sync, and campaign coordinators waste time manually reconciling spreadsheets. Osher integrates Action Network with your broader organising stack using n8n workflows. We build automations that sync new petition signers to your email platform, push event registrations into your calendar and volunteer management system, and consolidate supporter data from multiple sources into a single view. This means your organising team spends less time on data entry and more time on actual campaign work. If your organisation juggles multiple tools for supporter engagement and needs them working together, our system integration services can help you unify your data and workflows.

Action Network consultants

KoBoToolbox Trigger

KoBoToolbox Trigger is an automation node that fires when new survey submissions arrive in KoBoToolbox — an open-source data collection platform widely used by NGOs, research organisations, humanitarian agencies, and public health teams for field data collection in challenging environments. KoBoToolbox is designed for offline-capable data collection on mobile devices, making it popular for fieldwork in remote areas, disaster response, health surveys, and monitoring and evaluation programmes. The Trigger node allows organisations to react to incoming submissions instantly rather than waiting for manual data exports. At Osher, we connect KoBoToolbox Trigger to n8n workflows that automatically process, validate, and route survey data to your databases, reporting dashboards, or notification systems. For organisations managing large-scale data collection programmes, this eliminates the lag between field data collection and actionable insights. Learn more about how we handle data workflows on our automated data processing page. If your team is manually exporting CSV files from KoBoToolbox and reformatting data for reports or databases, we can automate that entire pipeline — from the moment a survey is submitted in the field to the moment it appears in your reporting dashboard.

KoBoToolbox Trigger consultants

Formstack Trigger

Formstack Trigger listens for events in your Formstack forms account and fires when a new submission comes in, a form is updated, or a specific condition is met. It sends that form data directly into your automation workflows so you can process submissions the moment they arrive, rather than checking Formstack manually or waiting for email notifications. Businesses use Formstack for everything from customer onboarding forms and internal requests to compliance checklists and survey collection. The trigger turns those submissions into automated actions — creating CRM records, assigning tasks, sending confirmations, routing data to the right department, or kicking off approval workflows. At Osher, we connect Formstack triggers into end-to-end business process automations through business automation and automated data processing. We have built similar form-to-workflow pipelines for clients across professional services and field operations — like our work with a property inspection company that needed field data to flow directly into reporting systems. If your team is still copying data from form submissions into spreadsheets or CRMs by hand, that is exactly the kind of repetitive work automation was built to eliminate.

Formstack Trigger consultants

ConvertKit

ConvertKit (now Kit) is an email marketing platform built for creators, bloggers, and small businesses who need subscriber management, automated email sequences, and landing pages without the complexity of enterprise email tools. The n8n integration connects ConvertKit to your other business systems, automating subscriber management, tag assignments, and sequence triggers based on events happening across your tech stack. Businesses use the ConvertKit integration to automatically add new customers from Shopify or WooCommerce to specific email sequences, tag subscribers based on their behaviour in other platforms, and sync subscriber data with CRMs or analytics tools. Instead of manually importing CSV files or copying subscriber details between systems, workflows handle these tasks in real time as events occur. At Osher, we build ConvertKit automation workflows that connect your email marketing to the rest of your business — e-commerce platforms, CRMs, webinar tools, and payment processors. Our team designs subscriber management logic that keeps your email lists clean and your sequences triggered at the right time. See how we automate marketing workflows. If you are spending time on manual subscriber management or your ConvertKit sequences are disconnected from your sales process, get in touch and we will scope out what automation can do for your email marketing.

ConvertKit consultants

MailerLite

MailerLite is an email marketing platform designed for small to mid-sized businesses to build subscriber lists, design email campaigns, set up automations, and track engagement metrics. It includes a drag-and-drop email builder, landing page creator, and basic marketing automation features out of the box. Connecting MailerLite to n8n extends its capabilities beyond what the platform offers natively. You can sync subscribers from external sources (CRM, e-commerce platform, web forms), trigger multi-channel workflows when subscribers take specific actions, segment your audience dynamically based on data from other business tools, and pull campaign analytics into a centralised reporting dashboard. Common integration patterns include adding new WooCommerce or Shopify customers to MailerLite subscriber groups automatically, removing unsubscribed contacts from your CRM to keep records clean, triggering SMS follow-ups (via a separate provider) when a subscriber opens a specific email, and consolidating email performance data with website analytics in Google Sheets or a BI tool. For Australian businesses running email marketing alongside other channels, the MailerLite and n8n combination eliminates manual subscriber management and data silos. Our sales automation team at Osher has built subscriber sync and lead nurture workflows for clients who were losing leads between their website and email platform. If your marketing team is spending time manually exporting and importing subscriber lists, our business automation services can automate the entire process. Reach out to our AI consulting team to discuss how to connect MailerLite with your existing marketing stack.

MailerLite consultants

JotForm Trigger

JotForm Trigger is a webhook-based node that fires automated workflows whenever a form submission is received on any of your JotForm forms. It captures the complete submission data including text fields, file uploads, payment information, digital signatures, and conditional logic outcomes, then passes everything into your automation pipeline for immediate processing. Operations teams, HR departments, customer service managers, and agencies that collect data through online forms use JotForm Trigger to eliminate the gap between form submission and action. Instead of checking JotForm inboxes throughout the day, exporting submission data to spreadsheets, or manually forwarding responses to the right person, every submission gets processed automatically the moment it arrives. Osher connects JotForm submissions to downstream business systems using n8n automation workflows. Our sales automation team builds pipelines where lead capture forms route qualified prospects to your CRM and notify your sales team instantly, job application forms trigger screening and scheduling workflows, and customer feedback forms create support tickets and alert the relevant staff members without any manual handoff.

JotForm Trigger consultants

Typeform Trigger

Typeform Trigger is an n8n node that fires a workflow every time someone submits a response to one of your Typeform forms. Instead of manually checking Typeform for new submissions, exporting CSVs, or copying responses into your CRM by hand, the trigger pushes each response into n8n the moment it arrives. From there, the data can flow automatically into your sales pipeline, email sequences, databases, or any other system. Typeform is popular because it creates forms that people actually finish — the conversational, one-question-at-a-time format gets higher completion rates than traditional forms. But the data those forms collect is only useful if it reaches the right system quickly. If your team is manually downloading Typeform responses and re-entering them into spreadsheets or CRMs, the Typeform Trigger eliminates that delay and the errors that come with manual data entry. At Osher Digital, we connect Typeform to downstream systems as part of our sales automation and business automation projects. Typical setups include routing lead capture form submissions into HubSpot or Pipedrive with automatic lead scoring, sending personalised confirmation emails based on form answers, and creating tasks in project management tools when onboarding forms are completed. If you use Typeform to collect any kind of business-critical data, we make sure that data reaches its destination automatically.

Typeform Trigger consultants

Edit Fields (Set)

The Edit Fields (Set) node in n8n reshapes data as it moves through a workflow. It lets you add new fields, rename existing fields, remove fields you don’t need, and set field values using static text, expressions, or references to data from previous nodes. It’s the primary tool for transforming data between the format one system outputs and the format another system expects. This node solves a core automation problem: different systems use different field names and data structures. Your CRM calls it “company_name” but your invoicing system expects “organisation.” Your form tool sends a full name in one field but your email platform needs separate first and last name fields. The Edit Fields node handles these transformations without writing code. Common uses include mapping API response fields to the format required by the next node, stripping sensitive fields before passing data downstream, combining values from multiple fields into a single output, and setting default values for optional fields. You can also use it to build entirely new data objects from scratch using expressions that reference data from any earlier node in the workflow. At Osher, the Edit Fields node appears in virtually every workflow we deliver. Data mapping and transformation are part of every system integration and data processing project. Our BOM weather data pipeline used Set nodes extensively to reshape API responses before loading them into the client’s data warehouse. If your automation needs to transform data between systems, talk to our n8n team about building clean, maintainable data mapping workflows.

Edit Fields (Set) consultants

IntakeQ integrations

IntakeQ is a practice management and intake form platform built for healthcare providers, allied health clinics, and wellness practitioners. It handles digital patient intake forms, appointment scheduling, secure messaging, and e-signatures, replacing paper-based processes that slow down front-desk operations and create compliance risks. The problem most clinics face: patients fill out forms on clipboards, staff manually key that data into practice management software, and information gets lost or entered incorrectly along the way. IntakeQ solves this by letting patients complete intake forms online before their appointment, with the data flowing directly into the clinic’s records. At Osher, we connect IntakeQ to broader clinic automation workflows using n8n. A typical setup pulls completed intake form data from IntakeQ via its API, routes it into the clinic’s existing systems (EHR, billing, CRM), and triggers follow-up actions like appointment confirmations or consent document delivery. We’ve built similar automated data processing pipelines for healthcare clients who needed to eliminate manual data entry from their intake process. Our work with automating patient data entry shows the kind of efficiency gains clinics can expect from this approach. If your practice is still copying patient information between systems by hand, an IntakeQ integration can cut that admin time significantly while reducing transcription errors. Talk to our team about connecting IntakeQ to your existing clinic software.

IntakeQ integrations consultants

Retable

Retable is a spreadsheet-database hybrid that lets teams manage structured data with the flexibility of a spreadsheet and the power of a relational database. It supports custom field types, linked records, form views, kanban boards, and calendar views, making it a practical alternative to Airtable for teams that need to organise and share operational data without building a full database application. The problem Retable addresses is the gap between spreadsheets and proper databases. Teams outgrow Google Sheets when they need features like dropdown menus with controlled vocabularies, linked records between tables, or multiple views of the same dataset. But building a custom database application is expensive and slow. Retable sits in the middle: you get structured data with validation rules, relational linking, and multiple view types, without needing a developer to set it up. At Osher, we integrate Retable with other business tools using n8n so that data stays synchronised across your operations. Common setups include syncing Retable records with a CRM, pushing form submissions from Retable into a project management tool, or generating reports from Retable data in Google Sheets. We also build automations that trigger when records change, such as sending notifications when a task moves to a new status or creating calendar events when deadlines are set. If your team has outgrown spreadsheets but does not need a full custom application, our automated data processing team can help you set up Retable with the right integrations.

Retable consultants

Better Proposals

CRM & Sales

Better Proposals is a proposal management platform that helps sales teams create, send, and track business proposals. It replaces the manual process of building proposals in Word or Google Docs with a web-based editor, pre-built templates, digital signatures, and real-time tracking that shows when a prospect opens, reads, and signs a proposal. The problem Better Proposals solves is the friction in the proposal stage of the sales cycle. Sales teams spend hours formatting documents, chasing signatures, and guessing whether a prospect has even looked at their proposal. Better Proposals streamlines this by providing branded templates, embedded payment collection, and analytics that show exactly which sections a prospect spent time on and when they viewed the document. At Osher, we integrate Better Proposals into broader sales workflows as part of our sales automation services. Common projects include connecting Better Proposals with CRM systems (HubSpot, Salesforce, Pipedrive) so that proposals are generated from deal data and proposal outcomes automatically update deal stages. We also build automated follow-up sequences triggered by proposal engagement signals through our business automation practice, such as sending a follow-up email when a proposal has been viewed but not signed within a set timeframe.

Better Proposals consultants

Qualaroo