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Integrate Formitize with Birdeye to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Formitize with Birdeye - no code necessary. See how you can get setup in minutes.

Select a trigger from Formitize

A trigger is an event that starts your Zap and runs the workflow. For example, with Formitize, a trigger could be "On Form Submitted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Birdeye

An action is what takes place after the automation is triggered. For example, with Birdeye, the action could be "Create Appointment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formitize to Birdeye

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Formitize to Birdeye with a Zapier template.

Our most popular template

Create new Birdeye customers from submitted Formitize forms
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Formitize + Birdeye

Create new Birdeye customers from submitted Formitize forms

Formitize + Birdeye

Make work flow with AI

Level up your Formitize to Birdeye integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Formitize and Birdeye to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Formitize and Birdeye to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

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.

- Form
  Required
Trigger
Instant
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- Assigned To
  Required
- Form
  Required
- Title
  Required
- Start Date/Time
  Required
- Job Number
- Order Number
- Location
- Description
Action
Write
- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- Business number
  Required
- CRM Name
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email Address
- Phone
  Required
- Gender
- Business number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
  Required
- Last Name
- Email Address
- Phone
  Required
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference ID
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- CRM Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Business number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email Address
- Phone
  Required
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Trigger
Instant
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- Title
  Required
- Description
- Due Date
  Required
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
Action
Write
- Business number
  Required
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
  Required
- Last Name
- Customer Email
- Phone
  Required
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Crm Doc Id
- CRM Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write

Learn how to automate Formitize on the Zapier blog

Learn how to automate Birdeye on the Zapier blog

About Formitize

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

Related categories

Forms & Surveys

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About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Related categories

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