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Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Create Contact" in Saasu.

You’re connected!

Zapier seamlessly connects Formitize and Saasu, 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
- Assigned To
  Required
- Form
  Required
- Title
  Required
- Start Date/Time
  Required
- Job Number
- Order Number
- Location
- Description
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Write
- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Description
- Account
  Required
- Tax Code
- Amount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Sent To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write

- Email
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Search or write

On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Trigger
Instant
Try It
- Title
  Required
- Message
  Required
- Due Date
  Required
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
Action
Write
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Quantity
- Inventory Item
  Required
- Description
- Tax Code
- Unit Price
- Percentage Discount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
- Last Name
Action
Search

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93%

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 Formitize and Saasu 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.

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.

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.

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.

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.

Make work flow with AI

Level up your Formitize to Saasu integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Formitize

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

HelpHelp

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About Saasu

Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.

HelpHelp

Related categories

Accounting

Connect Formitize and Saasu to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Formitize and Saasu to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Formitize to Saasu on the world's largest no-code automation platform