Accelo + Paperform

Create Accelo sales from new Paperform form submissions

Effortlessly manage your sales process by connecting Paperform and Accelo with this automation. When a new form submission is received in Paperform, a sale will be created in Accelo, streamlining your workflow and ensuring all important details are captured in your sales system. Stay organized and save time by letting this workflow handle the data entry for you.

When this happens...
New Form Submission
Triggers when a new submission is received for a form.
TriggerInstant
automatically do this!
Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
- FormRequired
- CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission IDRequired
Action
Write
- Form
- Form Submission IDRequired
Action
Write
- Space NameRequired
Action
Write

- FormRequired
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- FormRequired
- Form ProductRequired
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- FormRequired
- Form ProductRequired
- SoldRequired
Action
Write
- FormRequired
- Form Field TitleRequired
Action
Search
- Form IDRequired
- Form Field TitleRequired
Action
Search
- Space NameRequired
Action
Search
- Space NameRequired
- Space NameRequired
Action
Search or write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- TypeRequired
- SubjectRequired
- BodyRequired
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- SubjectRequired
- Initial Seconds
- Auto Start
Action
Write
- Resource URLRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- FormRequired
- Coupon CodeRequired
Action
Write
- FormRequired
- Form ProductRequired
Action
Write
- FormRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- FormRequired
- Coupon CodeRequired
- Enabled
- TargetRequired
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- FormRequired
- FieldRequired
- TitleRequired
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- FormRequired
- Form ProductRequired
- Available QuantityRequired
Action
Write
- SpaceRequired
- Space NameRequired
Action
Write
- Form TitleRequired
- Space
Action
Search
- FormRequired
- Form Product NameRequired
Action
Search
- FormRequired
- Form Product NameRequired
- FieldRequired
- SKURequired
- NameRequired
- PriceRequired
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It
- EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- TitleRequired
- TypeRequired
- EmailRequired
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.