How to connect Paperform + Sharpify
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Deal LostTriggers when deal is lost.Trigger
- Deal WonTriggers when deal is won.Trigger
- Create ContactCreates a new contact in your Contacts list. (Also created Contact ID, necessary field for the Create Deal action).Action
- Create DealCreates a new Deal. Contact ID is required (please, make sure you have Create Contact action before this action).Action
- Find or Create ContactFinds a Contact in users companyAction
- Step 1: Authenticate Paperform and Sharpify.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.