Formitize can integrate with a range of other platforms and services, helping you connect your account with the tools your business may already use.

Integration options include:

  • Accounting Software – Connect with accounting platforms such as Xero and QuickBooks to help manage invoicing and accounting information between systems.

  • Mailchimp – Connect your CRM contacts with MailChimp to support bulk email communications and marketing.

  • Stripe – Connect Stripe and PayNow to take payments for CRM Invoices.

  • Formitize API – Use the Formitize API to connect with other systems and work with information including Clients, Contacts, Jobs, Forms, Locations, Assets, Invoices and Lookup Databases.

  • Workflow and Reporting Integrations – Connect Formitize with platforms such as Zapier or Power BI to automate workflows or use Formitize information for reporting and analysis.

  • Webhooks – Use Webhooks with Forms and Jobs to send information or trigger actions in other systems.

The integration options available will depend on the platform you are connecting to and what information or processes you would like to integrate.

If you are unsure which integration is best for your business, contact the Formitize team to discuss what you would like to connect and how you would like the integration to work.