Formitize

Formitize Help & Support

What Formitize Triggers and Actions are Supported?

Supported Triggers#

  • New Job Dispatched - This trigger occurs when a job is dispatched from the Formitize portal
  • New Submitted Form - Once a form has been submitted from Formitize

Supported Actions#

  • Create Notification - Create's a notification to send an automated email/dashboard reminder.
  • Create Job - Create's a job in Formitize.

How to Get Started with Formitize on Zapier

To get started with Formitize on Zapier, you'll connect your Formitize account as part of configuring your zap:

Connect button

You'll then have the option to give that account a name in Zapier, and include the Company Name, Password, and Form ID from Formitize. Note: Only include the Form ID if you're using the 'New Submitted Form' Trigger

Auth info

Once you've done that, your zap will test the connection, and if successful, you should be good to go!

Common Problems with Formitize

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

Getting Started with Zapier