Formstack + Invoiced Integrations

How to connect Formstack + Invoiced

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Create Invoiced contacts from new Formstack submissions
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Formstack + Invoiced

Create Invoiced contacts from new Formstack submissions

Details

Try it

Formstack + Invoiced

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added.
Trigger
Scheduled
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- FormRequired
- Remote Address
  The IP address of the original submitter.
Action
Write
- Api Docs Info
  API docs for Formstack are located here https://developers.formstack.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
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New Estimate
Triggers when a new estimate is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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- CustomerRequired
- NameRequired
- Email Address
- Phone Number
- SMS Enabled?
- Billing Contact?
- Title
- Department
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
  Line item unit cost or rate.
- Credit Note Number
  Optional credit note number. We will generate one if not provided.
- Send?
  Emails the credit note to the customer.
- Draft?
  Saves the credit note as a draft.
- Notes
  Notes displayed to customer at bottom of credit note.
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
  Line item unit cost or rate.
- Estimate Number
  Optional estimate number. We will generate one if not provided.
- Send?
  Emails the estimate to the customer.
- Draft?
  Saves the estimate as a draft.
- Notes
  Notes displayed to customer at bottom of estimate.
Action
Write
- CustomerRequired
- NotesRequired
Action
Write
- CustomerRequired
- Quantity
  Plan quantity.
- Item Name
  Line item name.
- Description
  Line item description.
- Unit Cost
  Line item unit cost.
- Item ID
  Provide an item ID to populate the line item with an item from your pricing catalog. This is optional.
Action
Write
- CustomerRequired
- NameRequired
- ActionRequired
- Due Date
Action
Write
- Id
  Searches for an exact match in the id field.
- Credit Note #
  Searches for an exact match in the number field.
Action
Search
- Id
  Searches for an exact match in the id field.
- Invoice #
  Searches for an exact match in the number field.
Action
Search
- NameRequired
  Searches for an exact match in the name field.
- Account Number
  If no account number is provided then we will generate one for you.
- Email Address
  Searches for an exact match in the email field.
- AutoPay
- Payment Terms
  Payment terms used when collection mode is set to "Manual". i.e. NET 30.
- Entity Type
  Can be "Company" or "Individual".
- Phone Number
- Attention To
  Can be used when entity type is set to "Company".
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
  2-digit country code. Defaults to your business country if left empty.
- Tax ID
  Customer VAT number.
- Notes
  Private customer notes.
- Currency
Action
Search or write

- FormRequired
  Select which form to watch for submissions.
Trigger
Instant
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- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Invoice Paid in Full
Triggers when an invoice is paid in full.
Trigger
Instant
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New Note
Triggers when a new note is created.
Trigger
Instant
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New Subscription
Triggers when a new subscription is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- CustomerRequired
- Notes
- AmountRequired
- Currency
- Date
Action
Write
- NameRequired
- Email Address
- Account Number
  If no account number is provided then we will generate one for you.
- AutoPay
- Payment Terms
  Payment terms used when collection mode is set to "Manual". i.e. NET 30.
- Entity Type
  Can be "Company" or "Individual".
- Phone Number
- Attention To
  Can be used when entity type is set to "Company".
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
  2-digit country code. Defaults to your business country if left empty.
- Tax ID
  Customer VAT number.
- Notes
  Private customer notes.
- Currency
Action
Write
- CustomerRequired
- NameRequired
- QuantityRequired
- Unit CostRequired
  Line item unit cost or rate.
- Invoice Number
  Optional invoice number. We will generate one if not provided.
- Send?
  Emails the invoice to the customer.
- Draft?
  Saves the invoice as a draft.
- Notes
  Notes displayed to customer at bottom of invoice.
Action
Write
- Customer
- AmountRequired
- Currency
- Date
- Method
- Reference
- Notes
- Invoiced
- Type
- Amount
- Document Type
- Estimate
- Credit Note
Action
Write
- CustomerRequired
- PlanRequired
  ID of the plan the customer is subscribing to.
- Quantity
  Plan quantity.
- Billing Cycles
  Number of billing cycles the subscription will run for. If left blank the subscription will run until canceled.
Action
Write
- CustomerRequired
- Name
- Email Address
- AutoPay
- Payment Terms
  Payment terms used when collection mode is set to "Manual". i.e. NET 30.
- Entity Type
  Can be "Company" or "Individual".
- Phone Number
- Attention To
  Can be used when entity type is set to "Company".
- Address 1
- Address 2
- City
- State/Province
- Zip/Postal Code
- Country
  2-digit country code.
- Tax ID
  Customer VAT number.
- Notes
  Private customer notes.
- Currency
Action
Write
- Id
  Searches for an exact match in the id field.
- Estimate #
  Searches for an exact match in the number field.
Action
Search
- Name
  Searches for an exact match in the name field.
- Account #
  Searches for an exact match in the number field.
- Email Address
  Searches for an exact match in the email field.
Action
Search

How Formstack + Invoiced Integrations Work

Step 1: Authenticate Formstack and Invoiced.
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.

Connect apps

Connect Formstack + Invoiced

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Related categories

Forms & Surveys

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About Invoiced

Invoiced is autopilot for accounts receivable.

Learn more

Related categories

Accounting

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Formstack + Invoiced Integrations

How to connect Formstack + Invoiced

Create Invoiced contacts from new Formstack submissions

Create Invoiced contacts from new Formstack submissions

Connect your apps and automate workflows

New Form

Create Submission

FormRequired

Remote Address

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Credit Note

New Estimate

New Invoice

Subscription Canceled

New Payment

Create Contact

CustomerRequired

NameRequired

Email Address

Phone Number

SMS Enabled?

Billing Contact?

Title

Department

Address 1

Address 2

City

State

Postal Code

Country

Create Credit Note

CustomerRequired

NameRequired

QuantityRequired

Unit CostRequired

Credit Note Number

Send?

Draft?

Notes

Create Estimate

CustomerRequired

NameRequired

QuantityRequired

Unit CostRequired

Estimate Number

Send?

Draft?

Notes

Create Note

CustomerRequired

NotesRequired

Create Pending Line Item

CustomerRequired

Quantity

Item Name

Description

Unit Cost

Item ID

Create Task

CustomerRequired

NameRequired

ActionRequired

Due Date

Find Credit Note

Id

Credit Note #

Find Invoice

Id

Invoice #

Find or Create Customer

NameRequired

Account Number

Email Address