Create integrations between Formitize and AccountingSuite to automate any workflow
WHEN THIS HAPPENS
On Form SubmittedAUTOMATICALLY DO THIS
Create Purchase OrderEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
FormRequired
Try ItAssigned ToRequired
FormRequired
TitleRequired
Start Date/TimeRequired
Job Number
Order Number
Location
Description
CustomerRequired
DocumentRequired
Cash PaymentRequired
Account
Payment Method
Date
Ref#
Invoice / Credit Selected
Memo
Address/Contact IDRequired
CompanyRequired
First Name
Middle Name
Last Name
Email
Phone
Cell
Fax
Address Line 1
Address Line 2
Address Line 3
City
State
Zip
Country
Remit To
Sales Person
Notes
Job Title
On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try ItTitleRequired
MessageRequired
Due DateRequired
Notification Type
Customer Name
Email Address
Display On Dashboard
NameRequired
Account TypeRequired
Code
Parent
Memo
Cash Flow Section
VendorRequired
ProductRequired
QuantityRequired
CostRequired
Terms
Ship To Location
A/P Account
Bill Date
Address
Delivery Date
Project
Class
URL
Memo
Bill #