Create integrations between Formitize and Ignition to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 It- Assigned ToRequired
- FormRequired
- TitleRequired
- Start Date/TimeRequired
- Job Number
- Order Number
- Location
- Description
- Proposal Accepted
Triggers when a proposal is accepted.
Try It - Proposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
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- On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Try It - TitleRequired
- Description
- Due DateRequired
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
- Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try It - Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
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