There are a number of different integrations that can be set up with Formitize. Below is a list of examples and articles related to them.
Accounting integrations (such as Xero and Quickbooks):
- Accounting software integration
- Integrating CRM invoicing with your accounting software
- Why would I use Xero?
- How do I integrate with Xero?
- Xero invoice settings
- What do I do if the Formitize / Xero integration breaks or stops working?
- How do I remove my Xero integration from my Formitize account?
- Who can help me set up my Xero account?
Mailchimp, setting up bulk emailing:
- How do I integrate with Mailchimp?
- How does Mailchimp integration work?
- What does the Mailchimp integration do?
- Is Formitize and Mailchimp a two-way integration?
- Will my Formitize contacts go through to my Mailchimp account?
- If I change the contact type in Formitize, will it change in Mailchimp?
- If I delete a contact in Formitize, will it delete in Mailchimp?
Stripe payment integrations:
- How do I integrate with Stripe?
- Can I take card payments with Formitize?
- Can a client pay a CRM invoice online?
Other API based integrations:
- How can I access the Formitize API?
- What can the Formitize API do?
- Invoicing API settings
- Asset API functions
- Look up database API functions
- Locations API functions
- Form and form template API functions
- Client and contact API functions
- Jobs API functions
Workflow automation systems such as Zapier or Power BI, that link various kinds of systems together:
Webhooks that are available through forms and jobs: