AgentHub + Paperless Forms integrations
Create and update AgentHub contacts from new Paperless Forms entries
Effortlessly manage your contacts with this Paperless Forms and AgentHub automation. Whenever a new entry is submitted through Paperless Forms, the workflow will add or update the contact information in the AgentHub app. Save time and keep your contact list up-to-date with this seamless integration.
- When this happens...New Entry (Rest)Triggers when a new entry is submitted.
- automatically do this!Add/Update ContactAdds or updates an existing contact.
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More things you can do with Paperless Forms and AgentHub
Discover other triggers and actions you can use with Paperless Forms and AgentHub
- Form Name
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
ActionWrite- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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