How to connect Paperform + Upnify
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New ClientTriggers when a new client is created on your Upnify account.Trigger
- New OportunityTriggers when a new opportunity is created.Trigger
- New SaleTriggers when a new sale is created on your Upnify account.Trigger
- New ProspectTriggers when a new prospect is created on your Upnify account.Trigger
- Create a New ClientCreate a new Client.Action
- Create a New ProspectCreate a new ProspectAction
- Step 1: Authenticate Paperform and Upnify.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.