Paperless Forms + SmartMatchApp integrations
Create new SmartMatchApp clients from new Paperless Forms entries
Efficiently manage your client data with this Paperless Forms and SmartMatchApp workflow. When a new entry is added in Paperless Forms, a client will be created in SmartMatchApp, ensuring your information is consistently up-to-date. Streamline your data entry process, reduce manual errors, and enhance your client management with this automation.
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More things you can do with Paperless Forms and SmartMatchApp
Discover other triggers and actions you can use with Paperless Forms and SmartMatchApp
- Form Name
Try ItTriggerInstant- Create Client (Deprecated)
Creates a new client. Please use "Create or Update Client" instead.
ActionWrite - Client IDRequired
ActionWrite- Fullname
- Search by primary phone
- Search by primary email
- Is_submitted
- Is_archived
ActionSearch
- ObjectRequired
Try ItTriggerInstant- Client ID
- Created
ActionWrite- Client IDRequired
- Photo ListRequired
ActionWrite
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