How to connect Paperform + Email by Zapier + ProcessKit
Zapier lets you send info between Paperform, Email by Zapier, and ProcessKit automatically—no code required.
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Do even more with Paperform + Email by Zapier + ProcessKit
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Paperform, Email by Zapier, and ProcessKit. And don’t forget that you can add more apps and actions to create complex workflows.
- New Form SubmissionTriggers when a form is submitted.Trigger
- New Inbound EmailTriggers when an email is forwarded to your own customTrigger
- New Read ReceiptTriggers when an email that you've enabled read receipts on via ourTrigger
- Send Outbound EmailSend an email from your own customAction
- Updated ProjectTriggers when a new project is created in ProcessKit.Trigger
- A Project Is UpdatedTriggers when a project has been updated in ProcessKit.Trigger
- Completed TasksTriggers when a task in a project has been marked completed.Trigger
- Complete TaskMark a task as complete.Action
- ProcessKit
Creates a client in ProcessKit
Scheduled
Action
- ProcessKit
Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.
Scheduled
Action
- ProcessKit
Creates a project in ProcessKit
Scheduled
Action
- ProcessKit
Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.
Scheduled
Action
- ProcessKit
Create a task in an existing task list in an existing project in ProcessKit.
Scheduled
Action
- ProcessKit
Assign an existing task to a person in your ProcessKit account
Scheduled
Action
- ProcessKit
Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.
Scheduled
Action
- ProcessKit
Mark a task as not completed yet.
Scheduled
Action
- ProcessKit
Updates a client in ProcessKit
Scheduled
Action
- ProcessKit
Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.
Scheduled
Action
- ProcessKit
Update an existing task's title, content fields, start date, or due date.
Scheduled
Action
- ProcessKit
Update an existing task field
Scheduled
Action
- ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
- ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by its project ID
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
- ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action
- ProcessKit
Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.
Scheduled
Action
- ProcessKit
Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.
Scheduled
Action
- ProcessKit
Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by its title
Scheduled
Action
- ProcessKit
Find a project in ProcessKit by custom field values
Scheduled
Action
- ProcessKit
Find a task within a project in ProcessKit
Scheduled
Action
Connect your apps and automate workflows
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How Paperform + Email by Zapier + ProcessKit Integrations Work
- Step 1: Authenticate Paperform, Email by Zapier, and ProcessKit.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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