Integrations Formitize Birdview PSA
Formitize + Birdview PSA

Connect Formitize and Birdview PSA to Build Intelligent Automations

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Formitize

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Birdview PSA

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Frequently Asked Questions

How do I start an integration between Formitize and Birdview PSA?

To start, connect both your Formitize and Birdview PSA accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in Birdview PSA (or vice versa).

Can we customize how data from Formitize is recorded in Birdview PSA?

Absolutely. You can customize how Formitize data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formitize and Birdview PSA?

The data sync between Formitize and Birdview PSA typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Formitize to Birdview PSA?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Formitize and Birdview PSA?

Yes, you can set conditional logic to control the flow of data between Formitize and Birdview PSA. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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Birdview PSA

About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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