Create integrations between Formitize and OnceHub 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
- Contact Captured
Triggers when a contact is captured
Try It - Contact Updated
Triggers when a captured contact is updated
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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
- Contact Lifecycle Event
Triggers when a contact is captured or updated
Try It - Conversation Lifecycle Event
Triggers when the status of a conversation is changed to “Reached-out”, “Started”, “Closed”, or “Abandoned”.
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