Create integrations between Formitize and ProAgentSolutions to automate any workflow
WHEN THIS HAPPENS
On Create JobAUTOMATICALLY DO THIS
Create ActivityEndless 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 Activity
Triggers when a new activity is created.
Try ItTitleRequired
TypeRequired
Description
Start Date
End Date
Reminder
Reminder Time
Is All Day
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 Contact
Triggers when a new contact is created.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Prefix
Suffix
Birthday
Anniversary
Notes
Photo URL
Categories
Mobile Phone
Home Address
Home Address 2
Home City
Home State
Home Zip
Home Phone
Home 2 Phone
Personal Email
Personal 2 Email
Company Title
Company
Work Address
Work Address 2
Work City
Work State
Work Zip
Work Phone
Work 2 Phone
Business Email
Business 2 Email