Eworks Manager + Formsite

Create jobs in Eworks Manager from new Formsite form results

Effortlessly streamline your project management process by connecting Formsite with Eworks Manager. With this automation, whenever a new form result is submitted through Formsite, a corresponding job will be created in Eworks Manager. This saves time on manual data entry and ensures a seamless flow of information between the two platforms, allowing you to focus on more important tasks.

When this happens...
New Form Result
Triggers when a user submits a new form result.
TriggerInstant
automatically do this!
Create Job
Creates a new Job
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
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Appointment Action Required
Triggers when an appointment status is action required.
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Appointment Completed
Triggers when an appointment is completed.
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Appointment on Hold
Triggers when an appointment status is changed to on hold.
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Appointment on Site
Triggers when an appointment status is changed to on site.
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Customer Updated
Triggers when a customer is updated.
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Expense Paid
Triggers when an expense is paid.
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Invoice Cancelled
Triggers when an invoice is cancelled.
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Invoice Updated
Triggers when an invoice is updated.
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Job Action Required
Triggers when a job status is changed to Action Required.
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Job Cancelled
Triggers when a job is Cancelled.
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Job in Progress
Triggers when a job status is changed to In Progress.
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Job Status Changed
Triggers when a job status is changed.
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Lead Authorised
Triggers when a lead is authorised.
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Lead Updated
Triggers when a lead is updated.
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New Customer
Triggers when a new customer is created.
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New Invoice
Triggers when a new invoice is created.
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New Job
Triggers when a new job is created.
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New Purchase Order
Triggers when a new purchase order is created.
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New Supplier
Triggers when a new supplier is created.
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Purchase Order Cancelled
Triggers when a purchase order is cancelled.
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Purchase Order Updated
Triggers when a purchase order is updated.
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Quote Rejected
Triggers when a quote is rejected.
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Supplier Updated
Triggers when a supplier is updated.
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- Expense NameRequired
- Net AmountRequired
- VAT AmountRequired
- Expense DateRequired
- Reference
- Billable?
- Authorised?
- Paid?
- Notes
Action
Write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Write
- Full NameRequired
- Company NameRequired
- Email AddressRequired
- TelephoneRequired
- Mobile
- Address
- City
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Quote Date
- Expiry Date
- Preferred Job Date
- Preferred Job Time
- Description
- Customer Notes
- Terms
- Internal Notes
Action
Write
- Customer NameRequired
- Full NameRequired
- AddressRequired
Action
Search
- Supplier NameRequired
Action
Search
- Job RefRequired
Action
Search
- Quote RefRequired
Action
Search
- Item CodeRequired
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write
- Item TypeRequired
- Item CategoryRequired
- Item NameRequired
- Item CodeRequired
- Cost PriceRequired
- PriceRequired
- Item Description
Action
Search or write

Appointment Accepted
Triggers when an appointment is accepted.
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Appointment Cancelled
Triggers when an appointment is cancelled.
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Appointment Declined
Triggers when an appointment is declined.
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Appointment on Route
Triggers when an appointment status changed to on route.
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Appointment Status Changed
Triggers when appointment status is changed.
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Expense Authorised
Triggers when an expense is authorised.
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Expense Updated
Triggers when an expense is updated.
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Instant
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Invoice Paid
Triggers when an invoice is paid.
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Item Updated
Triggers when an item is updated.
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Job Authorised
Triggers when a job is Authorised.
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Job Completed
Triggers when a job is completed.
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Job on Hold
Triggers when a job status is changed to On Hold.
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Job Updated
Triggers when a job is updated.
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Lead Rejected
Triggers when a lead is rejected.
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New Appointment
Triggers when a new job appointment is created.
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New Expense
Triggers when a new expense is created.
Trigger
Instant
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New Item
Triggers when a new Item is created.
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Instant
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New Lead
Triggers when a new lead is created.
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Instant
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New Quote
Triggers when a new quote is created.
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Instant
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Purchase Order Approved
Triggers when a purchase order is approved.
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Purchase Order Paid
Triggers when a purchase order is paid.
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Quote Accepted
Triggers when a quote is accepted.
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Quote Updated
Triggers when a quote is updated.
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Instant
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- Customer TypeRequired
- Customer NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
- Notes
Action
Write
- Customer NameRequired
- Invoice DateRequired
- Due Date
- Terms
- Internal Notes
- Customer Notes
- Purchase Order Ref
- Job Order Ref
- Item CodeRequired
- Item Description
- Account Code
- Tax Rate
- Quantity
- Discount Type
- Discount Value
- Cost Price
- Price
Action
Write
- CustomerRequired
- Job Type
- Start DateRequired
- Complete ByRequired
- Short DescriptionRequired
- Description
- Customer Notes
- Internal Notes
- Item Code
- Description
- Quantity
- Cost Price
- Price
Action
Write
- Supplier NameRequired
- Customer Name
- Purchase DateRequired
- Payment Terms
- Supplier Notes
- Delivery Notes
- Internal Notes
Action
Write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Write
- Item CodeRequired
Action
Search
- Invoice RefRequired
Action
Search
- Purchase Order RefRequired
Action
Search
- Customer NameRequired
- Full NameRequired
- AddressRequired
- Customer TypeRequired
- Email Address
- Telephone
- City
- County
- Postcode
- Country
- Notes
Action
Search or write
- Supplier NameRequired
- Full NameRequired
- Email Address
- Telephone
- AddressRequired
- City
- County
- Postcode
- Country
Action
Search or write

About Eworks Manager

Eworks Manager is an award-winning Job Management software that allows your business to manage jobs and projects from Quote through to invoice

Help

Related categories

Project Management

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

Eworks Manager + Formsite

Create jobs in Eworks Manager from new Formsite form results

New Form Result

Appointment Action Required

Appointment Completed

Appointment on Hold

Appointment on Site

Customer Updated

Expense Paid

Invoice Cancelled

Invoice Updated

Job Action Required

Job Cancelled

Job in Progress

Job Status Changed

Lead Authorised

Lead Updated

New Customer

New Invoice

New Job

New Purchase Order

New Supplier

Purchase Order Cancelled

Purchase Order Updated

Quote Rejected

Supplier Updated

Create Expense

Expense NameRequired

Net AmountRequired

VAT AmountRequired

Expense DateRequired

Reference

Billable?

Authorised?

Paid?

Notes

Create Item

Item TypeRequired

Item CategoryRequired

Item NameRequired

Item CodeRequired

Cost PriceRequired

PriceRequired

Item Description

Create Lead

Full NameRequired

Company NameRequired

Email AddressRequired

TelephoneRequired

Mobile

Address

City

County

Postcode

Country

Create Quote

Customer NameRequired

Quote Date

Expiry Date

Preferred Job Date

Preferred Job Time

Description

Customer Notes

Terms

Internal Notes

Find or Create Customer

Customer NameRequired

Full NameRequired

AddressRequired

Find or Create Supplier

Supplier NameRequired

Find Job

Job RefRequired

Find Quote

Quote RefRequired

Find or Create Item

Item CodeRequired