How to connect Paperform + clieent.com
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Fetch All RemindersThat triggers works whenever you have new Reminder registered on your clieent.com account.Trigger
- Fetch All StakeholderThat triggers works whenever you have new Stakeholder registered on your clieent.com account.Trigger
- Create StakeholderThat Action create a Stakeholder in your clieent.com account.Action
- Create OpportunityThat Action create a Opportunity in a specific Flow Step in your clieent.com account.Action
- Step 1: Authenticate Paperform and clieent.com.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.