Create integrations between Formitize and Podium to automate any workflow
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
Now it's time for action
And that's it! You've just created a Zap.
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.
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
Status
Try ItNew Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
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
New Invoice
Triggers when a new invoice is created.
Try ItNew Refunded Invoice
Triggers when there is a refund on an invoice.
Try It