Connect Circleback and Formitize

Both apps 45Circleback 26Formitize 19

• Trigger
  New Action Item

  Triggers when a new action item is created in your Circleback meetings.

• Trigger
  New Meeting

  Triggers when a new meeting appears in your Circleback account.

• Action
  Create Action Item

  Creates a Circleback action item owned by you.

• Action
  Create Folder

  Creates a shared Circleback folder in a workspace.

• Action
  Create Tag

  Creates a Circleback tag.

• Action
  Delete Action Item

  Deletes a Circleback action item.

• Action
  Delete Folder

  Deletes a shared Circleback folder; its meetings stay with their owners.

• Action
  Delete Meeting

  Deletes a Circleback meeting you own.

• Action
  Delete Tag

  Permanently deletes a Circleback tag and removes it from every meeting.

• Action
  Get Company

  Returns a company by its domain, with its people and external links.

• Action
  Get Folder

  Returns a Circleback folder with its members, teams and rules.

• Action
  Get Meeting

  Returns a Circleback meeting with its notes, attendees, recording link and action items.

• Action
  Get Meeting Transcript

  Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.

• Action
  Get Person

  Returns a person by profile ID with their profile details.

• Action
  Import Meeting

  Imports an existing meeting into Circleback with its name and notes.

• Action
  List Action Items

  Returns action items across your Circleback meetings, optionally filtered by status.

• Action
  List Calendar Events

  Returns upcoming events from your calendars connected to Circleback.

• Action
  List Companies

  Returns the companies whose people attend your Circleback meetings.

• Action
  List Folders

  Returns the Circleback folders you can see.

• Action
  List Meetings

  Returns a page of your Circleback meetings.

• Action
  List People

  Returns the people who attend your Circleback meetings, most recent first.

• Action
  List Tags

  Returns every Circleback tag available to you.

• Action
  Search Meetings

  Searches your Circleback meetings by name and content.

• Action
  Update Action Item

  Updates a Circleback action item's title, description or status.

• Action
  Update Meeting

  Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.

• Action
  Update Tag

  Updates a Circleback tag's name or description.

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.