How to connect Paperform + Agentcis
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New ClientTriggers when a new client is added.Trigger
- New LeadTriggers when a new lead is added.Trigger
- New Office Check-InTriggers when a new office check-in is added.Trigger
- New ProspectTriggers when a new prospect is added.Trigger
- Add ContactAdd a new contact.Action
- Update ContactUpdate existing contact field.Action
- Step 1: Authenticate Paperform and Agentcis.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.