OrbisX + Paperform

Create new OrbisX leads from new Paperform form submissions

Streamline your lead generation process with this workflow. Whenever a new form submission is entered in the Paperform app, a lead gets created in the OrbisX app. This workflow not only saves your time but also removes the possibility of human error, ensuring that all potentials are followed up promptly and professionally. Make the most of your prospects with this simple, yet powerful, system.

When this happens...
New Form Submission
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
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- Invoice IDRequired
Trigger
Scheduled
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New Clients
Triggers when a new clients are created.
Trigger
Scheduled
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New Estimate
Triggers when a new estimate is created.
Trigger
Scheduled
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New Events
Triggers when a new events are created.
Trigger
Scheduled
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New Expense
Triggers when a new expense is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
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New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
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New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
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New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
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New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
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Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
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- Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
Action
Write
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
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Get POS Items
Triggers when a list of available POS items is required.
Trigger
Scheduled
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New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
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New Clients Hook
Triggers when a new client is created.
Trigger
Instant
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New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
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New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It
New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Scheduled
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New Payment
Triggers when a new payment is created.
Trigger
Scheduled
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New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
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New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Lead ID
- Email
- Phone
- Notes
Action
Write
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
Action
Search
- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
Action
Search or write

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

Learn more Help

Related categories

Forms & Surveys

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PRODUCTS

CAPABILITIES

By team

OrbisX + Paperform

Create new OrbisX leads from new Paperform form submissions

New Form Submission

Deleted Event Hook

List Invoice Items

Invoice IDRequired

New Clients

New Estimate

New Events

New Expense

New Invoice

New Invoice Hook Event Completed

New Leads Hook

New Payment Hook

New Tag Added to Lead

New Tag Removed From Lead

Updated Events Hook

Create Event

Assigned Staff MemberRequired

Event DateRequired

Event TimeRequired

TitleRequired

Details

Price

Duration (minutes)

Service ID

Existing Client

New Client Name

Vehicle Year

Vehicle Make

Vehicle Model

Event Address

Create Lead

Contact / Full NameRequired

Initial Interest

Company

Phone

Email

Website

Address

City

State/Province

Zip/Postal Code

Country

Vehicle Year

Vehicle Make

Vehicle Model

Lead Value ($)

Notes

Source

Tag

Find Clients

Full Name

Phone

Email

Find or Create Client

Contact / Full NameRequired

Phone

Email

Initial Interest

Company

Website

Address

City

State/Province

Zip/Postal Code

Country

Vehicle Year

Vehicle Make

Vehicle Model

Notes

Tag

Source

Completed Event Hook

Get POS Items

New Booking Request Received

New Clients Hook