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Connect Formsite and InvoiceXpress to power AI-driven automation

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How Zapier works

Zapier makes it easy to integrate Formsite with InvoiceXpress - no code necessary. See how you can get setup in minutes.

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Formsite logo
Formsite
Formsite logo
Formsite
1. Choose trigger event
InvoiceXpress logo
InvoiceXpress
InvoiceXpress logo
InvoiceXpress
2. Choose action
Formsite logo
1. Select the event
Setup
Test
Formsite logo
Formsite
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Result" from Formsite.

Add your action

An action happens after the trigger—such as "Cancel Invoice" in InvoiceXpress.

You’re connected!

Zapier seamlessly connects Formsite and InvoiceXpress, automating your workflow.

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.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Document ID
      Required
    • Cancel Message
      Required
    Action
    Write
    • Document Date
      Required
    • Document Due Date
      Required
    • Reference
    • Observations
    • Retention
    • Tax Exemption
    • Sequence ID
    • Manual Sequence Number
    • Clients Name
      Required
    • Client's Code
      Required
    • Client's Email
    • Client's Address
    • Client's City
    • Client's Postal Code
    • Client's Country
    • Client's Fiscal ID
    • Client's Website
    • Client's Phone
    • Client's Fax Number
    • Client's Observations
    • Item's Name
      Required
    • Items Description
      Required
    • Unit Price
      Required
    • Quantity
      Required
    • Unit
    • Discount
    • Tax Name
    • MB Reference
    • Owner Invoice ID
    • Tax Exemption Reason
    • Currency Code
    • Rate
    Action
    Write
    • Document Date
      Required
    • Document Due Date
      Required
    • Reference
    • Observations
    • Retention
    • Tax Exemption
    • Sequence ID
    • Manual Sequence Number
    • Clients Name
      Required
    • Client's Code
      Required
    • Client's Email
    • Client's Address
    • Client's City
    • Client's Postal Code
    • Client's Country
    • Client's Fiscal ID
    • Client's Website
    • Client's Phone
    • Client's Fax Number
    • Client's Observations
    • Item's Name
      Required
    • Items Description
      Required
    • Unit Price
      Required
    • Quantity
      Required
    • Unit
    • Discount
    • Tax Name
    • MB Reference
    • Owner Invoice ID
    • Tax Exemption Reason
    • Currency Code
    • Rate
    Action
    Write
    • Document ID
      Required
    • Cancel Message
      Required
    Action
    Write
    • Document ID
      Required
    • Cancel Message
      Required
    Action
    Write
    • Document Date
      Required
    • Document Due Date
      Required
    • Reference
    • Observations
    • Retention
    • Tax Exemption
    • Sequence ID
    • Manual Sequence Number
    • Clients Name
      Required
    • Client's Code
      Required
    • Client's Email
    • Client's Address
    • Client's City
    • Client's Postal Code
    • Client's Country
    • Client's Fiscal ID
    • Client's Website
    • Client's Phone
    • Client's Fax Number
    • Client's Observations
    • Item's Name
      Required
    • Items Description
      Required
    • Unit Price
      Required
    • Quantity
      Required
    • Unit
    • Discount
    • Tax Name
    • MB Reference
    • Owner Invoice ID
    • Tax Exemption Reason
    • Currency Code
    • Rate
    Action
    Write
    • Draft Document ID
      Required
    Action
    Write

For AI agents & developers

Use Formsite and InvoiceXpress with AI agents and code

Beyond Zap workflows. Call Formsite and InvoiceXpress actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Formsite and InvoiceXpress actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

  • Cancel Invoice

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP
Typescript

Call from code with the Zapier SDK

Trigger Formsite and InvoiceXpress actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* formsite / invoicexpress action */ });
Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Formsite and InvoiceXpress to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your Formsite to InvoiceXpress integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.
formsite logo
formsite logo
About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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invoicexpress logo
invoicexpress logo
About InvoiceXpress
InvoiceXpress is online invoicing software that helps all businesses issue invoices in seconds, hassle free.
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Accounting

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