Connect Formitize and solo to Build Intelligent Automations

Choose a Trigger

Formitize

When this happens...

Choose an Action

solo

Automatically do this!

Enable Integrations or automations with these events of Formitize and solo

Enable Integrations or automations with these events of Formitize and solo

Actions

Create a Job

Create a Job

Create's a job in Formitize.

Request a new Action for Formitize

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Frequently Asked Questions

How do I start an integration between Formitize and solo?

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

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

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

How often does the data sync between Formitize and solo?

The data sync between Formitize and solo 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 solo?

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 solo?

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

About solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

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