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InvoiceBerry + Paperless Forms

Create InvoiceBerry clients from new Paperless Forms entries

Effortlessly manage new clients from your Paperless Forms entries by adding them to InvoiceBerry. With this seamless workflow, every time a new entry is submitted in Paperless Forms, a client will be created in InvoiceBerry, streamlining your onboarding process. Spend less time on manual data entry and focus on growing your client base.

When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Paperless Forms and InvoiceBerry

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

- Form Name
Trigger
Instant
Try It
New Credit Note
Triggers when a new credit note is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- Currency
  Required
- Language
- Start Date
  Required
- End Date
- Frequency
  Required
- Discount
- Terms
- Payment Term Days
- Notes
- Reference / PO Number
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Auto Send
- Message
Action
Write

- Client ID
- Client Name
- Country ISO
- Client Language
- Client Currency
- Client Email
- Client Phone Number
- Client Mobile Number
- Client Firstname
- Client Lastname
- Street 1
- Street 2
- Client City
- Client State
- Client Zip Code
- Client Notes
- Currency
  Required
- Language
- Date of Issue
  Required
- Discount
- Terms
- Payment Term Days
- Notes
- Reference
- Item Name
- Item Description
- Item Unit Cost
- Item Quantity
- Tax 1
- Tax 2
- Item Data Separator
- Set invoice status
- Payment Amount
- Payment Method
- Payment Date
- Payment Note
- Send Invoice
- Message
Action
Write

New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Expense
Triggers when a new expense is created.
Trigger
Instant
Try It
New Item
Triggers when a new item is created.
Trigger
Instant
Try It
- Company Name
  Required
- Email
  Required
- Currency
- Country
- First Name
- Last Name
- Phone Number
- Mobile Number
- Street 1
- Street 2
- City
- State
- Zip Code
- Tax Number
- Tax Name
- Notes
Action
Write
- Category
  Required
- Amount
  Required
- Date of Expense
  Required
- Vendor
- Tax
- Notes
Action
Write
- Item Name
  Required
- Tax1 ID
- Tax2 ID
- Unit Cost
- Quantity
- Description
Action
Write

About InvoiceBerry

InvoiceBerry is an easy-to-use online invoicing software for small businesses and freelancers.

HelpHelp

Related categories

Accounting

About Paperless Forms

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

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier