Connect Saasu to GoFormz

Both apps 31Saasu 22GoFormz 9

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

• Action
  Delete DataSource row

  Deletes a row from a GoFormz DataSource.

• Action
  Delete Form

  Deletes a form from GoFormz.

• Action
  Get DataSource row

  Returns one row of a GoFormz DataSource, including its key column value and the values of its other columns.

• Action
  Get Template

  Returns the id and name of a GoFormz template. An error occurs if the template is not found.

• Action
  List DataSource rows

  Returns the rows of a GoFormz DataSource, optionally sorted or limited to rows whose key column starts with given text.

• Action
  List DataSources

  Returns the DataSources in the GoFormz account, each with its name, columns and indexed columns. Can be narrowed to DataSources whose name starts with given text.

• Action
  List Forms

  Returns the forms in the GoFormz account, optionally narrowed by name, status or last-updated date, with each form's status, assignment and template.

• Action
  List Templates

  Returns the GoFormz templates in the account, each with its id, name and url, optionally filtered by the start of the name and sorted.

• Action
  List Users

  Returns the users in your GoFormz account, optionally narrowed to names starting with given text and sorted by a field you choose.

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