How to connect Paperform + Angaza
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New AccountTriggers when a new account is created.Trigger
- New ProspectTriggers when a new prospect is created.Trigger
- Overdue AccountsProvide number of days overdue and list of account that match filter are returnedTrigger
- Account Paid OffTriggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.Trigger
- Updated Prospect StatusTriggers when a prospect has a new status.Trigger
- Create AccountCreates an account.Action
- Create Prospective AccountCreates a prospective account.Action
Creates a task.
- Step 1: Authenticate Paperform and Angaza.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.