We create forms that save time

Web forms that automatically push data directly into Xero Practice Manager and WorkflowMax.
Saving you time and eliminating manual double-entry.

How does it work?

How it works

Lead, Client and Contact details are pushed into WorkflowMax and Xero Practice Manager automatically from your website's custom form within seconds.

Your clients fill in the form

Your clients/website visitors fill in the form as normal with their details and hit the submit button.

You'll get an email notification

You will receive an email notification notifiying you that someone has just submitted a form.

Automatically created for you

Without even lifting a finger, their details have been pushed in to your Xero Practice Manager/WorkflowMax.

Automate your workflow

FORMbasic is built for anyone who uses WorkflowMax or Xero Practice Manager to manage their business' lead and client information. Use FORMbasic any way you'd like:

  • Contact forms
  • Client Information forms
  • Register details forms
  • Referral forms
  • Company information forms

Save an Average of $750 a Month in Productivity

FORMbasic helps companies using WorkflowMax/Xero Practice Manager streamline their workflow. We can even assign a FORMbasic specialist to discover your needs and fix pain points in your current workflow.


Packed with features, whether you're an accountant, bookkeeper, creative agency or a tradie; FORMbasic can help automate your workflow.

Auto-Create Clients

Client details are pushed into Xero Practice Manager/WorkflowMax automatically from your form.

Auto-Create leads

Lead details are pushed into Xero Practice Manager/WorkflowMax automatically from your form.

Auto-Create contacts

Contact details are pushed into Xero Practice Manager/WorkflowMax automatically from your form.

Auto-Assign estimated values

Assign specific lead estimated values for different types of enquiries from your custom form.

Auto-Assign lead categories

Assign each autmomated lead to a specific category in your Xero Practice Manager/WorkflowMax.

Auto-Attach lead templates

FORMbasic can assign specific lead templates to each lead that it pushes automatically.

Auto Email reponses

Setup an auto email response for the form submitter to receive to notify them of their success form entry.

Delicate information safe

All information being collected from the form are encrypted and sent straight to Xero Practice Manager/WorkflowMax.


Send us your requirements

Tell us what type of form you want to build or send in any example forms you may have.


Receive your trial form

You'll receive your free trial form within the next few hours. Test your form to see how it looks and works.


Configure the connection

We configure exactly how you'd like your form's data to push into your Xero Practice manager/WorkflowMax.


Install your new form

A simple copy 'n' paste code is given to you to install on your website. Your form is all set and ready.

Try FORMbasic today

Contact us today for a free trial, no credit card required. All prices quoted below are inclusive of GST and exclusive of setup fees.


+ $10

For each additional Form / Unlimited Submissions / Installation Service

Contact Us

Get in touch with us

Fill in the form below to get started or for any questions or enquiries.

Free trial on all forms

Contact us today for your free demo trial form, no credit card required.

Cancel your plan at any time

Feel at ease that all pricing plans have no lock in contracts.

Eliminate manual entry

Saving you time and productivity by eliminating manual double-entry.

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