Dispatch + Ninja Forms
Create or update Dispatch invoices or estimates from new Ninja Forms submissions
Effortlessly streamline your invoicing process with this Ninja Forms to Dispatch workflow. Whenever a new form submission is received in Ninja Forms, this automation will create or update an invoice or estimate in Dispatch. Save time managing your finances and focus on what really matters - growing your business.
Effortlessly streamline your invoicing process with this Ninja Forms to Dispatch workflow. Whenever a new form submission is received in Ninja Forms, this automation will create or update an invoice or estimate in Dispatch. Save time managing your finances and focus on what really matters - growing your business.
- When this happens...New Form Submission
Triggers when a 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.
- Free forever for core features
- 14 day trial for premium features & apps
New Form Submission
Triggers when a form is submitted.
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
