K Factors + Formitize Integrations
How to connect K Factors + Formitize
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Widget id
Choosing a widget will trigger on all new notifications on that widget.
Try ItWidget idRequired
DataRequired
Enter key-value pair (ex.: name: Joe Doe)
On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try ItTitleRequired
The title of the notificatino.
MessageRequired
The actual message content of the notification.
Due DateRequired
The date/time the notification is to send.
Notification Type
Customer Name
If specified, will add a Customer Name to the notification.
Email Address
The email address to send the reminder to, you can add multiple by comma seperating them EG email1@server.com, email2@server.com, email3@server.com.
Display On Dashboard
If set to Yes will display this notification on the Formitize dashboard as well.
Widget idRequired
From date
To date
FormRequired
Try ItAssigned ToRequired
FormRequired
The form that is going to be used.
TitleRequired
Start Date/TimeRequired
The starting date/time
Job Number
The number of your job.
Order Number
Location
Description
The description or notes of the job.
How K Factors + Formitize Integrations Work
- Step 1: Authenticate K Factors and Formitize.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.
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