How to connect Paperform + Loyalty Gator
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Create CustomerCreates a new customer.Action
- Create TransactionCreates a new transaction.Action
- Update CustomerUpdates a customer profile.Action
- Find CustomerSearch for an existing customer.Action
- Step 1: Authenticate Paperform and Loyalty Gator.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.