Create integrations between Formitize and ChargeOver to automate any workflow
WHEN THIS HAPPENS
On Create JobAUTOMATICALLY DO THIS
Create a ContactEndless 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
New Contact
Triggers when a new contact is added to ChargeOver.
Try ItNew Customer
Triggers when a new customer is added to ChargeOver.
Try It
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
Contact Was Updated
Triggers when a contact is updated in ChargeOver.
Try ItFilter By Customer Status
Try It