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.
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 Entry
Triggers when a new form is submitted.
- automatically do this!Create or Update Invoice or Estimate
Creates 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.
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
FieldsRequired
Record Type
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
