Create integrations between Formitize and Podium 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
- Status
Try It- New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
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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
- New Invoice
Triggers when a new invoice is created.
Try It - New Refunded Invoice
Triggers when there is a refund on an invoice.
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