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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Plumsail Forms with ClientPoint - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Add Link (Embed)" in ClientPoint.

You’re connected!

Zapier seamlessly connects Plumsail Forms and ClientPoint, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
Clientpoint Signed
Triggers when a ClientPoint is signed.
Trigger
Instant
Try It
ClientPoint Updated
Triggers when a Clientpoint is Updated.
Trigger
Instant
Try It
- ClientPoint ID
  Required
Action
Write

- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- Host User
Action
Write
- ClientPoint ID
  Required
- Name
  Required
- Revenue
  Required
- Assigned to email
  Required
- Expiration date
- Division
- Test Mode
- File IDs
- Template IDs
- Send Recipient Mail
- First Name
- Last Name
- Email
- Primary
  Required
Action
Write

- File URL
  Required
Action
Write
ClientPoint Approve
Triggers when a ClientPoint is approved.
Trigger
Instant
Try It
ClientPoint Created
Triggers when a new Clientpoint is Created.
Trigger
Instant
Try It
- Proposal ID
  Required
- Link
  Required
- File Name
  Required
- Link type
  Required
Action
Write
- ClientPoint ID
  Required
- Comment Text
  Required
- Select Type
  Required
- Email
  Required
Action
Write
- ClientPoint ID
  Required
- File ID
  Required
- JSON Data (Merge fields)
Action
Write
- ClientPoint ID
  Required
- File name
  Required
- Select a file
  Required
- Enable esign in upload file.
  Required
- File Type.
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and ClientPoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to ClientPoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ClientPoint

ClientPoint is a platform that helps you easily manage business relationship workspaces for each of your prospects, customers and partners.