How to connect Paperform + Berg System
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Collect Created CustomerTriggers when there's a new contact.Trigger
- Get Selling ProcessTriggers when there's a new contact.Trigger
- Get Selling Process StepsTriggers when there's a new selling process for new contact.Trigger
- Create CustomerCreate the customer in the systemAction
- Create Sale OpportunietyCreates a Sale Opportunity for given customerAction
- Step 1: Authenticate Paperform and Berg System.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.