Connect Formitize and Vista Social

Both apps 42Formitize 19Vista Social 23

• 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 Draft

  Triggers when a new draft post is created.

• Trigger
  New Internal Post Comment

  Triggers when a new internal comment is added to a post.

• Trigger
  Post Failed to Publish

  Triggers when a post fails to publish.

• Trigger
  Post Needs Review

  Triggers when a post is waiting for review.

• Trigger
  Post Published

  Triggers when a post is published.

• Trigger
  Post Rejected

  Triggers when a reviewer rejects a post.

• Trigger
  Post Scheduled

  Triggers when a new post is scheduled.

• Action
  Create a Profile Group (PREMIUM)

  Creates a profile group (brand, client or campaign). A premium Vista Social feature.

• Action
  Create Idea

  Creates a new content idea.

• Action
  Create Internal Post Comment

  Adds an internal team comment to a post.

• Action
  Create Note

  Creates a note on the publishing calendar.

• Action
  Delete Post

  Deletes a post.

• Action
  Edit a Profile Group (PREMIUM)

  Updates a profile group’s name, timezone, brand voice or publishing switch. A premium Vista Social feature.

• Action
  Find Profile Groups

  Finds profile groups (brands, clients, campaigns) by name.

• Action
  Find Profiles

  Finds the social profiles connected to Vista Social, by name or profile group.

• Action
  Get Daily Metrics (PREMIUM)

  Returns daily profile metrics such as impressions and followers for a date range. A premium Vista Social feature.

• Action
  Get Inbox (PREMIUM)

  Returns inbox items such as comments, messages, mentions and reviews. A premium Vista Social feature.

• Action
  Get Post

  Returns a post with its status, message, schedule, profile and media.

• Action
  Get Post Metrics (PREMIUM)

  Returns published posts ranked by performance for a date range. A premium Vista Social feature.

• Action
  Invite Team Member

  Invites a new team member to Vista Social.

• Action
  Reply (PREMIUM)

  Replies publicly to a comment, message, review, mention or share. A premium Vista Social feature.

• Action
  Schedule Post

  Schedules a new post to one or more social profiles, or saves it as a draft.

• Action
  Search Posts

  Searches calendar posts by profile, status, date and tag.

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