How to connect Formsite + Route the Service Platform
Zapier lets you send info between Formsite and Route the Service Platform automatically—no code required.
When this happens...
automatically do this!
- New Form ResultTriggers when a user submits a new form result.Trigger
- Client CreatedTriggers when a new client is created.Trigger
- Location CreatedTriggers when a new location is created.Trigger
- Create ClientCreates a client.Action
- Update ClientUpdates a client.Action
- Create LocationCreates a location.Action
- Update LocationUpdates a location.Action
- Find a ClientFinds a client by name.Action
- Route the Service Platform
Finds a location by name or address.
- Step 1: Authenticate Formsite and Route the Service Platform.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.