How to connect Paperform + freee
Zapier lets you send info between Paperform and freee automatically—no code required.
When this happens...
New Form Submission
Triggers when a form is submitted.
automatically do this!
Creates a new Item.
- New Form SubmissionTriggers when a form is submitted.TriggerInstant
- New IncomeTriggers when there are new settled income.TriggerScheduled
- Unsettled DealTriggers when an unsettled deal exceeds its due date.TriggerScheduled
- Create ItemCreates a new Item.ActionScheduled
- Create PartnerCreates a new partner.ActionScheduled
- Create SectionCreates a new Section.ActionScheduled
- Create Segment1Creates a new Segment1.ActionScheduled
Creates a new Segment2.
Creates a new Segment3.
Creates a new Tag.
- Step 1: Authenticate Paperform + freee.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.