The Form Automation is a certified Typeform and Jotform consultancy specialising in form design, CRM integration, workflow automation, and platform migration. We are not a generalist agency. Every engagement is built around one goal: making sure your forms produce the right outcome, automatically, every time.
Lead Form Automation Consultant
Meet Boris Tsibelman, Lead Form Automation Consultant and the specialist behind every strategy we deliver. Since 2017, Boris has designed, built, automated, and integrated over 500 form systems across every major industry.
The team Boris leads brings the same depth of focus to every engagement. Certified, experienced, and accountable to outcomes.
When you engage us, you bring in a team that connects platform expertise with conversion strategy, so every form has a clear purpose, a better user experience, and a measurable role in your revenue process.
Delivering outcomes
Form systems built
Typeform & Jotform
Deep experience
Most businesses collect form submissions and then handle everything that comes next manually. Someone reads the entry, decides what to do with it, forwards it to the right person, waits for a response, and moves it forward. That process is slow, inconsistent, and entirely dependent on someone remembering the next step.
Boris Tsibelman founded The Form Automation after seeing this problem repeat itself across every industry he worked in. A well-designed form connected to the right tools should eliminate that manual chain entirely. The submission arrives, the CRM updates, the follow-up fires, the right person is notified, and the process moves forward on its own.
Since 2017, that focus has shaped every engagement we take on. Not just building forms, but building the complete system around them.
We hold official partner status with the two largest form platforms in the world, and specialist expertise in the most widely used WordPress form plugin. That means direct access to platform resources, advanced features, and technical support that most freelancers and generalist agencies do not have.
We are an official Typeform partner with certified expertise across setup and configuration, integrations, automation, conditional logic and branching, quiz funnels, API and webhooks, and troubleshooting. We build Typeform systems that qualify leads, route submissions, and sync to your CRM without manual handling.
We are an official Jotform partner with certified expertise across configuration, integration, workflow automation, e-signature, troubleshooting, and migration. We build Jotform systems that handle approvals, document routing, payment collection, and CRM sync end to end.
We are a specialist Gravity Forms consultancy with deep expertise in design and setup, integrations, automation, custom add-on development, training, and migration. We build Gravity Forms systems on WordPress that connect to your CRM, payment tools, and operations stack without manual exports.
We cover three platforms, but the work is the same across all of them. We take a form that collects data and build a complete system around it so every submission produces the right action without your team involved in the middle.
We build forms around your submission outcome, not around a template. Field architecture, conditional logic, multi-page structure, branding, and validation are all configured so data arrives clean and the form works for the person filling it in.
We connect your forms to the tools your business runs on. CRMs, email platforms, payment gateways, file storage, scheduling tools, and communication platforms. Field mapping, deduplication, UTM pass-through, and conditional routing are configured so every submission lands in the right place automatically.
We build the automation layer that turns a submission into a sequence of actions. Lead routing, approval workflows, document generation, follow-up sequences, notifications, and task assignment, all triggered automatically on submission without manual intervention.
We diagnose and fix broken form setups, whether we built them or not. Integration failures, logic errors, webhook problems, notification routing issues, and payment flow breakdowns are traced to the exact failure point and resolved.
We migrate form systems between platforms without losing conditional logic, entry data, CRM integrations, or workflow configuration. Every migration is built and tested on staging before anything goes live.
We train your team to manage, update, and expand your form setup independently. For teams that need ongoing access to a specialist, we offer support retainers so there is always someone available who already knows your system.
We have built form systems for businesses across every major industry. The platform changes depending on the use case and stack. The goal is always the same: every submission produces the right outcome without manual handling.
Healthcare and medical practices
Legal and professional services
Financial services and accounting
Real estate and property management
E-commerce and retail
SaaS and technology
Education and training
Consulting and agencies
Home services and field operations
Hospitality and events
Form systems built since 2017
Certified platform specialisations
Building and maintaining form automation systems
Healthcare, legal, finance, SaaS, e-commerce, and more
Every engagement starts with understanding your business process, not your form. Once we know what outcome you need, we scope the system, build it to specification, test every integration and workflow path, and hand it over documented. If something breaks after go-live, we fix it.
We work with businesses at every stage. Teams setting up Jotform, Typeform, or Gravity Forms for the first time. Teams that have built forms and connected tools but hit a wall when something stopped working. Teams that need a complete rebuild after inheriting a broken setup. And teams that want a specialist available on an ongoing basis as their form usage grows.
No generic templates. No junior handoffs. Every build is scoped to your specific process.
Yes. We work with clients globally. Our engagements run remotely via video call and async communication, so location is not a factor in how we work together.
We are certified across Typeform, Jotform, and Gravity Forms. If you are unsure which platform is the right fit for your use case, we can evaluate your requirements and recommend the best option before any build work starts.
Yes. Auditing, fixing, and rebuilding setups built by freelancers, in-house teams, or previous agencies is one of the most common things clients bring us. We audit what exists before recommending what to change.out exactly what needs to be done before we get started.
Yes. We offer ongoing support retainers for clients who want a reliable expert available for updates, changes, troubleshooting, and expansion after the initial build is complete.
Tell us about your current form setup and what you are trying to achieve. We will review your requirements, recommend the right approach, and scope the engagement before any work begins.
Tell us what your forms need to do and where your current setup is falling short. We will map the system, scope the build, and walk you through exactly what needs to happen before we start.
