Paperform + Workbooks CRM Integrations

How to connect Paperform + Workbooks CRM

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Supported triggers and actions

What does this mean?

New Form Submission
Triggers when a form is submitted.
Trigger
Instant
New Case
Triggers when a new case is created.
Trigger
Instant
New Organisation
Triggers when a new organisation is created.
Trigger
Instant
New Person
Triggers when a new person is created.
Trigger
Instant
New Sales Lead
Triggers when a new sales lead is created.
Trigger
Instant

Posted Credit Note
Triggers when a credit note is posted.
Trigger
Instant
Posted Invoice
Triggers when an invoice is complete and its status posted.
Trigger
Instant

Perform Dynamic Lookup
Looks up values using a Dynamic Lookup Item.
Action
Write

Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
Workbooks CRM
Adds a new member status to a Marketing Campaign.
Scheduled
Action
Workbooks CRM
Creates a new case.
Scheduled
Action
Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
Workbooks CRM
Creates a new Customer Order
Scheduled
Action
Workbooks CRM
Creates a new Customer Order and Line Items
Scheduled
Action
Workbooks CRM
Creates a new organisation.
Scheduled
Action
Workbooks CRM
Creates a new Person.
Scheduled
Action
Workbooks CRM
Creates a new sales lead.
Scheduled
Action
Workbooks CRM
Creates a new task.
Scheduled
Action
Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
Workbooks CRM
Updates a customer order which has previously been found with a Find Customer Order step.
Scheduled
Action
Workbooks CRM
Update an existing Organisation.
Scheduled
Action
Workbooks CRM
Update an existing Person.
Scheduled
Action
Workbooks CRM
Update an existing Sales Lead.
Scheduled
Action
Workbooks CRM
Find a marketing campaign.
Scheduled
Action
Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
Workbooks CRM
Find a marketing campaign member status.
Scheduled
Action
Workbooks CRM
Finds a customer order.
Scheduled
Action
Workbooks CRM
Find an organisation.
Scheduled
Action
Workbooks CRM
Find a person.
Scheduled
Action
Workbooks CRM
Find a sales lead.
Scheduled
Action
Workbooks CRM
Find or Create a Marketing Campaign
Scheduled
Action
Workbooks CRM
Find or Create a Marketing Campaign Member
Scheduled
Action
Workbooks CRM
Find or Create a Marketing Campaign Member Status
Scheduled
Action
Workbooks CRM
Find or Create an Order
Scheduled
Action
Workbooks CRM
Find or Create an Organisation
Scheduled
Action
Workbooks CRM
Find or Create a Person
Scheduled
Action
Workbooks CRM
Find or Create a Sales Lead
Scheduled
Action

How Paperform + Workbooks CRM Integrations Work

Step 1: Authenticate Paperform and Workbooks CRM.
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.