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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 NuMetric - 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 NuMetric

An action is what takes place after the automation is triggered. For example, with NuMetric, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to NuMetric

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

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

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93%

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 NuMetric 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 NuMetric 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
New Bill
Triggers when a new bill is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Transaction
Triggers when a new transaction occurs.
Trigger
Polling
Try It
Payment Reminder
Triggers when an invoice's due date matches with today's date.
Trigger
Polling
Try It
- Business Name
  Required
- Vendor Name
- Date
  Required
- Due Date
  Required
- Purchase Order
  Required
- Item Name
  Required
- Unit
  Required
- Price
  Required
Action
Write
- Business
  Required
- Date
  Required
- Description
  Required
- Amount
  Required
Action
Write
- Business
  Required
- Date
  Required
- Amount
  Required
- Description
  Required
Action
Write
- Business
  Required
- Customer Name
  Required
- Item Name
  Required
- Unit
  Required
- Price
  Required
- Invoice Date
  Required
- Due Date
  Required
- Purchase Order
  Required
Action
Write
- Tax Name
  Required
- Abbreviation
  Required
- Description
  Required
- Tax Rate (%)
  Required
- Account
- Business
  Required
Action
Write
- Business
  Required
- Customer Name
  Required
- Customer Name
  Required
- Customer's First Name
  Required
- Customer's Last Name
  Required
- Enter the mobile number for the customer
  Required
- Customer's Email
- Address Line 1
  Required
- Country
  Required
- State
  Required
- City
  Required
- Postal Code
  Required
- ID Document Type
- National ID
  Required
- Please enter the country code for the mobile number
  Required
Action
Write

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Business
Triggers when a new business is created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
Try It
New Receipt
Triggers when a new receipt is created.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Polling
Try It
- Account Name
  Required
- Account Description
- Account ID
- Account Section
  Required
- Business
  Required
Action
Write
- Please enter the country code for the mobile number
  Required
- Enter the mobile number for the customer
  Required
- Customer's First Name
  Required
- Customer's Last Name
  Required
- Customer's Email
- Payment Account
- Item Name
  Required
- Unit
  Required
- Price
  Required
- Business
  Required
- Payment Type
  Required
Action
Write
- Business
  Required
- Customer Name
  Required
- Customer's First Name
  Required
- Customer's Last Name
  Required
- Enter the mobile number for the customer
  Required
- Customer's Email
- Address Line 1
  Required
- Country
  Required
- State
  Required
- City
  Required
- Postal Code
  Required
- National ID
  Required
- ID Document Type
- Please enter the country code for the mobile number
  Required
Action
Write
- Business
  Required
- Customer Name
  Required
- Date
  Required
- Date of Expiration
  Required
- Purchase Order
  Required
- Item Name
  Required
- Unit
  Required
- Price
  Required
Action
Write
- Business
  Required
- Vendor Name
- Date
  Required
- Due Date
  Required
- Purchase Order
  Required
- Reference
  Required
- Item Name
  Required
- Unit
  Required
- Price
  Required
Action
Write
- Business
  Required
- Vendor Name
  Required
- Customer's First Name
  Required
- Customer's Last Name
  Required
- Customer's Email
- Enter the mobile number for the customer
  Required
- Telephone
  Required
- Fax
  Required
- Website
- Notes
- Address Line 1
  Required
- Country
  Required
- State
  Required
- City
  Required
- Postal Code
  Required
Action
Write

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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About NuMetric

NuMetric is a one stop accounting platform for your business

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