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How Zapier works
Zapier makes it easy to integrate Formitize with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "On Form Submitted" from Formitize.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Formitize and Square, 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.
- FormRequired
Try ItTriggerInstant- Assigned ToRequired
- FormRequired
- TitleRequired
- Start Date/TimeRequired
- Job Number
- Order Number
- Location
- Description
ActionWrite- New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling - New Customer
Triggers when a new customer is created.
Try ItTriggerPolling
- On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try ItTriggerInstant - TitleRequired
- MessageRequired
- Due DateRequired
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
ActionWrite- Item Type
Try ItTriggerPolling- LocationRequired
Try ItTriggerPolling
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