Connect Formitize and Looker

Both apps 43Formitize 19Looker 24

• 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.

• Trigger
  New Dashboard

  Triggers when a new dashboard is created in Looker.

• Trigger
  New Look

  Triggers when a new Look is saved in Looker.

• Trigger
  New User

  Triggers when a new user is added to Looker.

• Action
  Add Group

  Creates a new user group in Looker (admin only).

• Action
  Add Role(s) to User

  Sets the roles assigned directly to a Looker user, replacing their current direct roles.

• Action
  Add Scheduled Plan

  Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.

• Action
  Add User to Group

  Adds a user to a Looker group.

• Action
  Create Credentials - Email

  Adds an email login to a Looker user.

• Action
  Create Render Task

  Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.

• Action
  Create User

  Creates a new user in Looker with the given name and details.

• Action
  Delete User

  Deletes a user from Looker.

• Action
  Execute SQL Query

  Creates a SQL Runner query on a Looker connection and returns its slug for running.

• Action
  Find User

  Finds Looker users matching an email or name.

• Action
  Get Dashboard

  Returns the full details of a Looker dashboard, including its tiles, filters and layouts.

• Action
  Get Look

  Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.

• Action
  Get Render Task Results

  Returns the image or PDF file produced by a completed render task.

• Action
  Get User

  Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.

• Action
  List Dashboards

  Returns all active dashboards in your Looker instance with summary details such as id, title and folder.

• Action
  List Groups

  Returns the user groups in your Looker instance, optionally filtered by ID or content access.

• Action
  List Looks

  Returns all active Looks the connected user has access to, with their titles, folders and owners.

• Action
  Run inline query

  Runs a query defined on the spot (model, explore, fields, filters) and returns its results in the chosen format.

• Action
  Run Look

  Runs a saved Look and returns its result rows.

• Action
  Send Password Reset or Account Setup Email

  Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.

• Action
  Update User

  Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.

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