Dispatch + Paperform
Create or update Dispatch invoices or estimates from new Paperform form submissions
Effortlessly manage your invoices and estimates in Dispatch by connecting it with Paperform. With this automation, every time you receive a new form submission in Paperform, an invoice or estimate will be created or updated in Dispatch. This streamlined workflow saves time and ensures your financial documents are always up-to-date with the latest information from your form submissions.
Effortlessly manage your invoices and estimates in Dispatch by connecting it with Paperform. With this automation, every time you receive a new form submission in Paperform, an invoice or estimate will be created or updated in Dispatch. This streamlined workflow saves time and ensures your financial documents are always up-to-date with the latest information from your form submissions.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create or Update Invoice or Estimate
Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
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FormRequired
Try ItFieldsRequired
Record Type
Billing Document
Invoice/Estimate External ID
Job
Job External ID
Type
Status
Flat Rate
Percent
Product/Service
Product/Service External ID
Quantity
Amount
Taxable
Type
Description
Event
Title
Start Time
Duration
Field Worker
Description
Street 1
Street 2
City
State
Postal Code
Country
New Event
Triggers when an update is made to Dispatch.
Try ItAppointment
External Appointment ID
External ID Match Behavior
Job
Appointment Time
Duration
Status
Field Worker
Strategy
Product/Service
Title
Type
Description
Organization
Price
Taxable
External Item ID
Active
Customer
External Customer ID
Organization
First Name
Last Name
Description
Company Name
Email
Phone Number
Phone Type
Primary Phone
Street 1
Street 2
City
State
Postal Code
Street 1
Street 2
City
State
Postal Code
