Forms & scheduling

Formitize + StackGo

Formitize at the intake step of a compliance workflow.

Formitize publishes 2 trigger events and 5 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Forms & scheduling Tool in workflow Not connected yet

Also listed under Client onboarding

What Formitize is

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

Description supplied by Formitize.

Where it sits

Formitize at the intake step

What StackGo can write into Formitize

Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Formitize connector would offer the same.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Formitize
  • Create Job

Formitize's own write operations. The result goes onto the record you already work in.

Everything else Formitize publishes

Formitize’s public integration surface

The rest of what Formitize exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

2 events
  • On Form Submitted
  • On Create Job
4 more actions
  • Create Notification
  • Fetch Form
  • Fetch Notification Types
  • Fetch Users

Names are Formitize’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Formitize

What does "Formitize" mean?

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

What does Xero integrate with?

There is no StackGo connector for Formitize yet. Formitize publishes 2 trigger events and 5 actions through Zapier, so building one is realistic. Requests decide the build order.

What is Formitize used for?

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Want Formitize connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

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