How to connect Paperform + QuickDesk
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Lead TriggerTrigger when a new recipe is created, updated or deleted.Trigger
- Delete Multiple LeadsDelete Multiple Leads.Action
- Create Company LeadCreates a company lead.Action
- Create Person LeadCreates a person lead.Action
- Delete LeadDelete a Lead.Action
- Update Company LeadUpdate a Company Lead.Action
- Update Person LeadUpdate a Person Lead.Action
Get Leads with specific filters.
Search for a lead using QuickDesk search engine.
- Step 1: Authenticate Paperform and QuickDesk.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.