1.Receives new submission
Integrate Paperform and form processing tools to capture submission fields and map them to generic contact fields.
Send SMS opt-in for new website leads to gateway
Automatically capture new form submissions across Paperform, Formatter by Zapier, and Webhooks by Zapier. Create verified gateway opt-in requests when website signups submit, new opt-in submissions are created, or form completion events fire—so you can send verified texts, dedupe consent by submission ID, and deliver provider payloads without manual opt-in setup.
How this automation protects verified SMS opt-ins
When new Paperform submission arrives, unverified SMS opt-ins can cause delays and missed texting windows. This automation captures submission fields and formats phone numbers and then posts verified requests to your messaging gateway—so your team can launch texting without manual setup.
Paperformor swap with your favorite app
2.Looks up account and keyword mapping
Integrate Formatter by Zapier and data mapping tools to translate submitted values into your account GUID and messaging keyword.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone and dedupe key
Integrate Formatter by Zapier and phone formatting tools to normalize numbers, filter duplicates, and map submission ID to the dedupe key.
4.Posts opt-in request to gateway
Integrate Webhooks by Zapier and messaging gateway tools to send a form-encoded POST with account GUID, keyword, and formatted phone.
Webhooks by Zapieror swap with your favorite app
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Explore all transactional SMS automations
Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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