Connect Formitize to PeopleForce

Both apps 37Formitize 19PeopleForce 18

• 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
  Create Candidate

  Creates a new candidate in PeopleForce recruitment and returns the candidate record.

• Action
  Create Employee

  Creates an employee in PeopleForce and returns the new employee record.

• Action
  Create Employee Position

  Adds a new position record to a PeopleForce employee, such as a promotion or transfer.

• Action
  Create Employee Salary

  Adds a new salary record to an employee in PeopleForce and returns the created record.

• Action
  Create Leave Request

  Creates a leave request for an employee, optionally skipping the approval flow.

• Action
  Create Task

  Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.

• Action
  Find Candidate

  Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.

• Action
  Find Employee

  Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.

• Action
  List Employee Positions

  Returns the position records of an employee in PeopleForce.

• Action
  List Employees

  Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.

• Action
  List Employee Salaries

  Returns the salary records of an employee.

• Action
  List Leave Types

  Returns the leave types defined in the PeopleForce account.

• Action
  List Termination Reasons

  Returns the termination reasons defined in the PeopleForce account.

• Action
  List Termination Types

  Returns the termination types defined in the PeopleForce account.

• Action
  Terminate Employee

  Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.

• Action
  Update Employee

  Updates an existing employee profile in PeopleForce and returns the updated employee.

• Action
  Update Employee Position

  Updates an existing position record on an employee in PeopleForce and returns the updated record.

• Action
  Update Employee Salary

  Updates an existing salary record on an employee.

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