Connect Formitize and Previsto

Both apps 37Formitize 19Previsto 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.

• Trigger
  Completed Assignment

  Triggers when an assignment is marked as completed in Previsto.

• Trigger
  Created Agreement

  Triggers when a new service agreement is created in Previsto.

• Trigger
  Created Assignment

  Triggers when a new assignment is created in Previsto.

• Trigger
  Created Contact

  Triggers when a new contact is created in your Previsto account, and hands on that contact's details.

• Trigger
  Updated Contact

  Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.

• Action
  Create Agreement

  Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.

• Action
  Create Assignment

  Creates an assignment in Previsto for a customer and returns the created assignment.

• Action
  Create Contact

  Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.

• Action
  Delete agreement

  Deletes a service agreement from Previsto.

• Action
  Delete assignment

  Deletes an assignment from Previsto.

• Action
  Delete contact

  Deletes a contact from Previsto.

• Action
  Get account

  Returns a single Previsto account, including its contact details, roles and location.

• Action
  Get agreement

  Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.

• Action
  Get assignment

  Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.

• Action
  Get contact

  Returns a single Previsto contact, including its address, billing settings and notification preferences.

• Action
  List contacts

  Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.

• Action
  Update agreement

  Updates a service agreement in Previsto and returns the updated agreement.

• Action
  Update contact

  Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

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