Dispatch + Ninja Forms integrations
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.
- When this happens...New Form SubmissionTriggers when a form is submitted.
- 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.
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More things you can do with Ninja Forms and Dispatch
Discover other triggers and actions you can use with Ninja Forms and Dispatch
- New Form Submission
Triggers when a form is submitted.
Try ItTriggerInstant - FieldsRequired
- Record Type
ActionWrite- 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
ActionWrite- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
ActionWrite
- New Event
Triggers when an update is made to Dispatch.
Try ItTriggerInstant - Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
ActionWrite- Product/Service
- Title
- Type
- Description
- Organization
- Price
- Taxable
- External Item ID
- Active
ActionWrite- 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
ActionWrite
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