Dispatch + Formsite
Create or update invoices and estimates in Dispatch for new form results in Formsite
Effortlessly manage your invoices and estimates with this Formsite and Dispatch integration. When a new form result is submitted in Formsite, this workflow will create or update an invoice or estimate in Dispatch, streamlining your billing process. Save time and stay organized by automating this important business task.
Effortlessly manage your invoices and estimates with this Formsite and Dispatch integration. When a new form result is submitted in Formsite, this workflow will create or update an invoice or estimate in Dispatch, streamlining your billing process. Save time and stay organized by automating this important business task.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- 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 ItFieldsRequired
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
Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
New Event
Triggers when an update is made to Dispatch.
Try ItAppointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
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
