Formsite consultants
We can help you automate your business with Formsite and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Formsite.
About 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 FAQs
Frequently Asked Questions
Common questions about how Formsite consultants can help with integration and implementation
What types of forms can I build with Formsite?
Does Formsite support payment collection?
Can Formsite handle sensitive or regulated data?
How does Formsite integrate with other business systems?
Can I create conditional logic in Formsite forms?
Is Formsite suitable for high-volume data collection?
How it works
We work hand-in-hand with you to implement Formsite
As Formsite consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Formsite with integrate and automate 800+ tools.
Step 1
Define Your Data Collection Requirements
Map out exactly what information you need to collect, who will submit it, and where that data needs to go afterwards. Understanding the full workflow upfront prevents rework and ensures your form design matches your operational needs.
Step 2
Build Your Form in Formsite
Use the drag-and-drop editor to create your form with the appropriate field types. Add conditional logic to show relevant questions based on previous answers, and configure validation rules to ensure data quality at the point of entry.
Step 3
Configure Notifications and Confirmations
Set up email notifications so the right people are alerted when submissions arrive. Customise confirmation pages or redirect URLs so respondents know their submission was received and understand any next steps.
Step 4
Connect Payment Processing if Needed
If your form collects payments, connect your preferred payment gateway and configure pricing, tax calculations, and receipt emails. Test the payment flow thoroughly before going live to avoid checkout issues.
Step 5
Integrate with Downstream Systems
Connect Formsite to your CRM, database, or automation platform so submissions flow into your existing workflows automatically. Use webhooks or API connections to trigger follow-up actions like email sequences, task creation, or document generation.
Step 6
Test, Launch, and Monitor Submissions
Submit test entries through every conditional path to verify the form behaves correctly. Once live, monitor submission rates and completion rates through Formsite’s analytics. Adjust fields or logic based on where respondents drop off.
Transform your business with Formsite
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Formsite consultation.