Agillic + Paperless Forms

Agillic + Paperless Forms integrations

Create or update Agillic recipients when new Paperless Forms entries are submitted

Effortlessly keep your Agillic recipient list up-to-date with this Paperless Forms to Agillic automation. When a new entry is submitted through Paperless Forms, this workflow will either update an existing recipient or create a new one in your Agillic app. Save time and maintain accurate contact information by streamlining your data management process.

When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Update or Create Recipient (Limited Fields)Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
ActionWrite

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More things you can do with Paperless Forms and Agillic

Discover other triggers and actions you can use with Paperless Forms and Agillic

- Form Name
Trigger
Instant
Try It
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
- Event Name
  Required
Action
Write
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
- One-to-Many Table
  Required
- Include fields with empty values
- DynamicOtmFieldsCopy
Action
Write
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
- Field 1
  Required
- Field 1 Value
  Required
- Field 2
- Field 2 Value
- Field 3
- Field 3 Value
- Field 4
- Field 4 Value
- Field 5
- Field 5 Value
- Field 6
- Field 6 Value
- Field 7
- Field 7 Value
- Field 8
- Field 8 Value
- Field 9
- Field 9 Value
- Field 10
- Field 10 Value
- Field 11
  Required
- Field 11 Value
  Required
- Field 12
- Field 12 Value
- Field 13
- Field 13 Value
- Field 14
- Field 14 Value
- Field 15
- Field 15 Value
- Field 16
- Field 16 Value
- Field 17
- Field 17 Value
- Field 18
- Field 18 Value
- Field 19
- Field 19 Value
- Field 20
- Field 20 Value
Action
Write
- Unique Recipient Identifier
- Unique Recipient Identifier Value
  Required
Action
Search

Get OTM Tables
Get the Available One-to-many tables from your Agillic instance
Trigger
Polling
Try It
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
Action
Write
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
- One-to-Many Table
  Required
Action
Write
- Unique Recipient Identifier Field
  Required
- Unique Recipient Identifier Value
  Required
- Person Data Fields
Action
Write
- recipient identifier
  Required
- recipient id value
  Required
- otm table
  Required
Action
Search

About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.

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Related categories

Marketing Automation

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About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.