Paperform + Pipeline Integrations

How to connect Paperform + Pipeline

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Supported triggers and actions

What does this mean?

New Form Submission
Triggers when a form is submitted.
Trigger
Instant
New Ask
Triggers when a new Ask is created, closed or canceled. Note, this trigger will only occur once per status.
Trigger
Scheduled
Update Ask
Triggers when an Ask is updated. Note, this trigger could occur multiple times for the same Ask.
Trigger
Scheduled
Add AdHoc Step
Adds an adhoc step to the Ask for a contact or a team
Action
Write
Create Bundle
Creates a Bundle with you as the owner
Action
Write
Add Ask to Bundle
Adds an Ask to a Bundle
Action
Write
Attach File to Step
Attaches a file to a step in the ask
Action
Write
Add Follower to Ask
Adds a follower to an Ask
Action
Write
Pipeline
Adds a note to a step in the ask
Scheduled
Action
Pipeline
Cancels an open Ask
Scheduled
Action
Pipeline
Closes an open Ask
Scheduled
Action
Pipeline
Completes a step in an Ask
Scheduled
Action
Pipeline
Creates an Ask with you as the submitter
Scheduled
Action
Pipeline
Create a contact in Pipeline
Scheduled
Action
Pipeline
Reassigns a step to someone
Scheduled
Action
Pipeline
Removes an Ask from a Bundle
Scheduled
Action
Pipeline
Sends a Pipeline notification email with a customizable body
Scheduled
Action
Pipeline
Skips steps in an ask
Scheduled
Action
Pipeline
Spawns an ask from a parent ask
Scheduled
Action
Pipeline
Update a field in an Ask
Scheduled
Action
Pipeline
Finds an Ask based on search criteria
Scheduled
Action
Pipeline
Retrieves an Ask with full data based on the ID
Scheduled
Action

How Paperform + Pipeline Integrations Work

Step 1: Authenticate Paperform and Pipeline.
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.