Paperform + Practifi

Paperform + Practifi integrations

Create new Practifi clients from Paperform form submissions

Easily streamline your client onboarding process with this Paperform and Practifi integration. Once a new form is submitted in Paperform, this workflow will automatically create a client in Practifi, saving you valuable time and ensuring accurate information transfer. Enhance your efficiency and ensure a smoother client experience by automating this crucial step.

When this happens...
New Form SubmissionTriggers when a new submission is received for a form.
TriggerInstant
automatically do this!
Create ClientCreate a client, its primary contact and optionally kick off a process.
ActionWrite

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More things you can do with Paperform and Practifi

Discover other triggers and actions you can use with Paperform and Practifi

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
- Form Partial Submission ID
  Required
Action
Write
- Form
- Form Submission ID
  Required
Action
Write
- Space Name
  Required
Action
Write

- Form
  Required
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- Form
  Required
- Form Product
  Required
- Name
- Price
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write

- Form
  Required
- Form Product
  Required
- Sold
  Required
Action
Write
- Form
  Required
- Form Field Title
  Required
Action
Search
- Form ID
  Required
- Form Field Title
  Required
Action
Search
- Space Name
  Required
Action
Search
- Space Name
  Required
- Space Name
  Required
Action
Search or write
- Update using
  Required
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
Action
Write
- Key
- Prospect Name
- Notes
- Start New Prospect Process
- Segment
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
  Required
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Coupon Code
  Required
Action
Write
- Form
  Required
- Form Product
  Required
Action
Write
- Form
  Required
- Field
  Required
- SKU
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Coupon Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Field
  Required
- Title
  Required
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- Form
  Required
- Form Product
  Required
- Available Quantity
  Required
Action
Write
- Space
  Required
- Space Name
  Required
Action
Write
- Form Title
  Required
- Space
Action
Search
- Form
  Required
- Form Product Name
  Required
Action
Search
- Form
  Required
- Form Product Name
  Required
- Field
  Required
- SKU
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Client Key
- Client Name
- Entity Type
- Notes
- Segment
- Stage
- Housing Status
- Marital Status
- Trading Name
- Tax Registration Number
- Incorporation Date
- Liability
- Trading Name
- Tax Registration Number
- Trust Type
- Deed Date
- Id
  Required
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Id
- Key
- Salutation
- First Name
- Last Name
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Type
- Street
- City
- State
- Postal Code
- Country
- Street
- City
- State
- Postal Code
- Country
Action
Write
- Update using
  Required
- Id
- Key
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Client Key
Action
Write
- Update using
  Required
- Id
- Key
- Prospect Name
- Notes
- Segment
- Id
- Salutation
- First Name
- Last Name
  Required
- Birth Date
- Email
- Mobile Phone
- Home Phone
- Business Phone
- Other Phone
- Street
- City
- State
- Postal Code
- Country
Action
Write

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

Learn moreLearn moreHelpHelp

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About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

HelpHelp

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