Connect Formitize to Feathr

Both apps 34Formitize 19Feathr 15

• 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.

• Action
  Add breadcrumb

  Records an activity, such as a page view, form submission or custom activity, against a person in Feathr. The person is found from the identifiers you supply, or created if they do not exist yet.

• Action
  Add custom field

  Creates a custom field definition in your Feathr account for people, breadcrumbs or partners, and returns the new field.

• Action
  Add tag

  Creates a tag in your Feathr account for the chosen kind of record, such as persons or events. Returns the new tag.

• Action
  Add tag to person

  Adds one or more existing tags to a person. Tags already on the person are left unchanged.

• Action
  Create/ Update Person

  Creates a person in Feathr or updates the existing one, matched by external ID, then email, then Feathr ID. Returns the full person and whether it was created or updated.

• Action
  Delete person

  Deletes a person from your Feathr account by ID. The person's recorded activity (breadcrumbs) is kept.

• Action
  Get campaign

  Returns a single Feathr campaign by its ID, including its name, type, project, state and schedule. An error occurs if the campaign is not found.

• Action
  Get person

  Returns a Feathr person by ID, including their tags and custom field values. An error occurs if the person is not found.

• Action
  List breadcrumbs

  Returns breadcrumbs, the activity records of people in your Feathr account, newest first, optionally filtered by activity type, person, campaign, project or time range.

• Action
  List campaigns

  Returns the campaigns in the Feathr account, including each campaign's name, type, project, state and schedule.

• Action
  List custom fields

  Returns the custom fields defined in the Feathr account, optionally limited to one entity type.

• Action
  List persons

  Returns the persons last seen since a given time, optionally narrowed by external ID or tags, or looks up a single person by email or external ID.

• Action
  List projects

  Returns the account's projects, including each project's name, location, site and registration URLs, and created, start and end dates.

• Action
  List tags

  Returns the account's tags, optionally only those of one kind, such as person or event tags.

• Action
  Remove tag from person

  Removes a tag from a person in your Feathr account. Nothing changes if the person does not hold the tag.

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