How to connect Paperform + Birdeye
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New Canceled InvoiceTriggers when a payment request is canceled in birdeyeTrigger
- New RefundTriggers when a new refund is created in birdeyeTrigger
- New InvoiceTriggers when a new invoice is created in birdeyeTrigger
- New PaymentTriggers when a new payment is created in birdeyeTrigger
- Create CustomerCreates a new customer for a specified business.Action
- Create InvoiceCreates a new invoice in birdeye when invoice created in quickbooksAction
- Mark Invoice as PaidMark a transaction as paidAction
How Paperform + Birdeye Integrations Work
- Step 1: Authenticate Paperform and Birdeye.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.
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