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Connect Formsite and Firm360 to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with Firm360 - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."
A trigger is the event that kicks off your automated workflow.

Setup an action from Firm360

An action is what takes place after the automation is triggered. For example, with Firm360, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to Firm360

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to Firm360 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and Firm360 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
  • Firm360 triggers, actions, and search
    Project Updated

    Triggers when project is reassigned or status is changed.

    Trigger
    Polling
    Try It
    • Client
      Required
    • Salutation
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Nickname
    • Title
    • Notes
    • Date of Birth
    • Email
      Required
    • Tax ID
      Required
    • Home Phone
    • Work Phone
    • Mobile Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • State Drivers License Numeber
    • State Drivers License Expiration
    • Contact Type
      Required
    • Primary Contact Flag
      Required
    • Spouse Contact Flag
      Required
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Recurring Type
      Required
    • Next Date
      Required
    Action
    Write
  • Firm360 triggers, actions, and search
    Client Added or Updated

    Triggers when client is added or updated.

    Trigger
    Polling
    Try It
    • Name
      Required
    • Number
    • Entity Type
      Required
    • Partner In Charge
      Required
    • Manager
    • Bookkeeper
    • Terms
      Required
    • Status
      Required
    • Tax ID
      Required
    • Tags
    • State Tax ID
    • Notes
    • Registration Date
    • Industry
    • Phone
    • Address 1
    • Address 2
    • City
    • State
    • Zip
    • Country
    • Invoice Delivery Method
    • CapitalizationPolicy
    • Accounting Basis
    • Communication Preference
    • Delivery Method
    • Location
    • Parent Billing Client
    • Fiscal Year End
    • Referred By
    • Custom Fields
    Action
    Write
    • Name
      Required
    • Client
      Required
    • Project Template
      Required
    • Assigned To
    • Status
      Required
    Action
    Write
    • Number
    • Name
      Required
    Action
    Search
formsite logo
formsite logo
About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreLearn more
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Forms & Surveys
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    firm360 logo
    firm360 logo
    About Firm360
    Firm360 is an all-in-one practice management system for accounting firms.
    Related categories
    Accounting

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