How to connect Paperform + Arbox
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New ClientTriggers when a new client is added to Arbox.Trigger
- Lead Converted to ClientTriggers when a lead is converted to a new client.Trigger
- New LeadTriggers when a new lead is created in Arbox.Trigger
- Renew MembershipTriggers when a client renew or create membership.Trigger
- Create New LeadAdd new lead to ArboxAction
- Create New TaskAdd a new task to ArboxAction
- Send Message to ClientSend a push message, SMS or email to a client via ArboxAction
Send a message to a lead or few leads.
Update lead status in Arbox
Finds a client or lead in Arbox by email or user id
- Step 1: Authenticate Paperform and Arbox.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.