How to connect Paperform + Radius Agent
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New Disqualified LeadTriggers when a lead is disqualified.Trigger
- New Inbound Lead and Accepted Assist LeadTriggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.Trigger
- New NoteTriggers when a new note/activity is added to your lead.Trigger
- New Qualified LeadTriggers when a new lead is qualified.Trigger
- Create LeadCreates a LeadAction
- Disqualify Leaddisqualify's the leadAction
- Step 1: Authenticate Paperform and Radius Agent.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.