Accelo + Paperform
Create Accelo requests from new Paperform form submissions
Easily streamline your client onboarding process with this Paperform to Accelo automation. Whenever a new form submission is received in Paperform, this workflow will create a request in Accelo, saving you time and ensuring all client information is accurately recorded. Transform your onboarding process and manage client requests effectively with this efficient workflow.
Easily streamline your client onboarding process with this Paperform to Accelo automation. Whenever a new form submission is received in Paperform, this workflow will create a request in Accelo, saving you time and ensuring all client information is accurately recorded. Transform your onboarding process and manage client requests effectively with this efficient workflow.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Request
Triggers when a new request is created.
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FormRequired
Try ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
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
SubjectRequired
Initial Seconds
Auto Start
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
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
Pause Timers
Pauses any active timers.
