Connect Formitize and SwagUp

Both apps 39Formitize 19SwagUp 20

• 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
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Send Multiple Products to an Existing Recipient

  Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment.

• Action
  Send to a New Recipient Multiple Products

  Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id.

• Action
  Send to Existing Recipient

  Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

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