Connect Formitize and OwnerRez

Both apps 36Formitize 19OwnerRez 17

• 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 inquiry

  Triggers when a new inquiry is received in OwnerRez.

• Trigger
  New payment

  Triggers when a new payment is recorded on a booking in OwnerRez.

• Action
  Add booking

  Creates a new booking, blocked-off time, or owner stay on an OwnerRez property and returns the created booking.

• Action
  Add message

  Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.

• Action
  Add quote

  Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.

• Action
  Add Tag

  Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.

• Action
  Booking Lookup

  Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.

• Action
  Create Guest Updated Webhook Subscription

  Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.

• Action
  Delete guest

  Removes a guest from your OwnerRez account.

• Action
  Guest Lookup

  Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.

• Action
  List bookings

  Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.

• Action
  List inquiries

  Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.

• Action
  List payments

  Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.

• Action
  List properties

  Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.

• Action
  Modify Booking

  Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.

• Action
  Property Lookup

  Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.

• Action
  Remove Tag

  Removes a tag, by name, from an OwnerRez booking, guest, property or other record.

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