Rich C.

Workflow Automation Engineer | Jotform Expert | System Integrations

📌 If your business relies on forms, there’s a good chance you’re missing opportunities to automate the entire workflow behind them.

I specialize in building advanced Jotform systems that turn form submissions into fully automated business processes — connecting forms with dashboards, CRMs, reporting tools, and operational workflows.

Over the past 5+ years, I’ve engineered 100s custom Jotform solutions, ranging from simple intake forms to large multi-form ecosystems that power automation, reporting, and user engagement.

⚙️ What I Build

• Dynamic forms powered by advanced conditional logic
• Workflow automation that eliminates manual tasks and reduces errors
• Multi-form systems and Jotform Apps for complex workflows
• System integrations using Zapier, Make (Integromat), and webhooks
• Workflow automation connecting tools like Slack, Asana, Google Sheets, and CRMs
• Data dashboards and reporting systems
• Smart email notifications and automation workflows
• Custom CSS and HTML styling to ensure forms match your brand and website
• Clean backend data architecture for integrations and exports

📊 Typical Projects I Deliver

• Client onboarding and intake automation
• Medical and consent form systems
• Event registration and management platforms
• Data collection and reporting dashboards
• Multi-language form systems
• Operational workflow automation

🎯 Best Fit Clients

• Organizations looking to automate operational workflows
• Clinics, events, and service businesses that rely heavily on forms
• Companies scaling data collection, onboarding, or reporting systems

While I specialize in larger automation systems, I’m also available for quick improvements, troubleshooting, and smaller Jotform enhancements.

Before freelancing, I served as Director of Operations for a 300+ employee company, where I designed internal systems, HR workflows, and operational tools. That experience gives me a unique perspective on how forms should support real business processes — not just collect data.

Today I help organizations turn forms into intelligent workflow systems that save time, reduce manual work, and improve data visibility.