Dispatch + Formidable Forms

Create or update Dispatch invoices or estimates from new Formidable Forms entries

Effortlessly manage your invoices and estimates with this seamless automation between Formidable Forms and Dispatch. When a new entry is submitted in Formidable Forms, this workflow will create or update an invoice or estimate in Dispatch, keeping your records up-to-date and organized. Save time and focus on growing your business with this streamlined process.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
Create or Update Invoice or EstimateCreates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
ActionWrite

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More things you can do with Formidable Forms and Dispatch

Discover other triggers and actions you can use with Formidable Forms and Dispatch

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Fields
  Required
- Record Type
Action
Write
- Billing Document
- Invoice/Estimate External ID
- Job
- Job External ID
- Type
- Status
- Flat Rate
- Percent
- Product/Service
- Product/Service External ID
- Quantity
- Amount
- Taxable
- Type
- Description
Action
Write
- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
Action
Write

- Organization
  Required
- Job Offer
  Required
- Status
  Required
Action
Write
- Job Offer
- Status
- Offer Strategy
- Offer Duration
- Brand
- Accept Title
- Allow Decline
- Decline Title
- Decline Reasons
- Title
- Description
- Service Type
- External Job ID
- Service Provider
- External Service Provider ID
- Name
- Phone
- Email
- First Name
- Last Name
- Phone Number
- Phone Type
- Primary Phone
- Email
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Window Start
- Window End
Action
Write

- Organization
- External Organization ID
- Name
- Phone Number
- Email
- Timezone
- Service Types
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Url
Action
Write
- User
- External User ID
- Organization
- First Name
- Last Name
- Phone Number
- Email
- Roles
- Service Types
- Timezone
- Occupation
- Has Smartphone
- Street 1
- Street 2
- City
- Postal Code
- State
- Country
Action
Write
- Billing Document
- External ID
- Job
- Type
Action
Search
- Customer
- Organization
- External ID
- Email
- First Name
- Last Name
Action
Search
- Job Offer
- External ID
Action
Search
- Dispatcher or Technician
- External ID
- Email
- Phone
- First Name
- Last Name
- Organization
Action
Search

- Form
  Required
Trigger
Instant
Try It
New Event
Triggers when an update is made to Dispatch.
Trigger
Instant
Try It
- Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
Action
Write
- Product/Service
- Title
- Type
- Description
- Organization
- Price
- Taxable
- External Item ID
- Active
Action
Write
- Customer
- External Customer ID
- Organization
- First Name
- Last Name
- Description
- Company Name
- Email
- Phone Number
- Phone Type
- Primary Phone
- Street 1
- Street 2
- City
- State
- Postal Code
- Street 1
- Street 2
- City
- State
- Postal Code
Action
Write
- Job
- External Job ID
- External ID Match Behavior
- Organization
- Customer
- Status
- Title
- Service Type
- Description
- Brand
- Source
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Label
Action
Write
- Entity ID
  Required
- Entity Type
  Required
- Description
  Required
Action
Write
- Job Offer
  Required
- Recipient
  Required
- Text
  Required
Action
Write
- Appointment
- External ID
- Job
- User
- Status
Action
Search
- Item
- External ID
- Title
- Organization
Action
Search
- Job
- External ID
- Organization
- Title
- Customer
- Status
Action
Search
- Organization
- External ID
- Name
Action
Search

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

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Related categories

Scheduling & Booking

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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