How to connect Paperform + Datalyse
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New LeadTrigger when a new lead is createdTrigger
- New OpportunityTrigger when a new opportunity is createdTrigger
- New TaskTrigger when a new task is createdTrigger
- Lead UpdatedTrigger when a lead is updatedTrigger
- Opportunity UpdatedTrigger when a opportunityis updatedTrigger
- Task UpdatedTrigger when a task updatedTrigger
- Add Note to an Existing LeadAdd note to lead.Action
Create a new lead
Delete a lead_id
Edit lead details
Send sms text to phone number
- Step 1: Authenticate Paperform and Datalyse.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.