How to connect Paperform + Batchbook
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New CompanyTriggered when you add a new company.Trigger
- New PersonTriggered when you add a new person.Trigger
- New UserTriggered when you add a new user.Trigger
- Create CompanyAdds a new company.Action
- Create PersonAdds a new person.Action
- Step 1: Authenticate Paperform and Batchbook.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.