Connect Formitize and firm360 to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Formitize and firm360?

To start, connect both your Formitize and firm360 accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in firm360 (or vice versa).

Can we customize how data from Formitize is recorded in firm360?

Absolutely. You can customize how Formitize data is recorded in firm360. This includes choosing which data fields go into which fields of firm360, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formitize and firm360?

The data sync between Formitize and firm360 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 firm360?

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 firm360?

Yes, you can set conditional logic to control the flow of data between Formitize and firm360. 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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firm360

About firm360

Firm360 is an all-in-one practice management system for accounting firms.

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