Omnify + Paperless Forms
Create new Omnify clients from new Paperless Forms entries
Effortlessly connect your Paperless Forms and Omnify workflows with this seamless integration. When a new entry is added in Paperless Forms, this automation creates a client in Omnify, saving you time and ensuring that your client data stays up to date across both platforms. Simplify your onboarding process and focus on providing exceptional client experiences.
Effortlessly connect your Paperless Forms and Omnify workflows with this seamless integration. When a new entry is added in Paperless Forms, this automation creates a client in Omnify, saving you time and ensuring that your client data stays up to date across both platforms. Simplify your onboarding process and focus on providing exceptional client experiences.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Client
Polling API trigger, for fetching new customers added to User's business.
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