Connect Paperless Forms and Karlia to power AI-driven automation

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Start with a template that brings Paperless Forms and Karlia together. Build enterprise-grade automation in minutes.

Our most popular template

Create customers in Karlia from new Paperless Forms entries
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Paperless Forms + Karlia
Create opportunities in Karlia from new entries in Paperless Forms
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Paperless Forms + Karlia

Create customers in Karlia from new Paperless Forms entries

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Paperless Forms + Karlia

Create opportunities in Karlia from new entries in Paperless Forms

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Paperless Forms + Karlia

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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 Entry (Rest)" from Paperless Forms.

Add your action

An action happens after the trigger—such as "Create Contact" in Karlia.

You’re connected!

Zapier seamlessly connects Paperless Forms and Karlia, 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.

- Form Name
Trigger
Instant
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Update Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
New Supplier
Trigger when a new supplier is created.
Trigger
Instant
Try It
Delete Supplier
Triggers when a supplier is deleted.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Update Opportunity Status
Triggers when an opportunity status is updated.
Trigger
Instant
Try It

Delete Opportunity
Triggers when an opportunity is deleted.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Delete Order
Triggers when an order is deleted.
Trigger
Instant
Try It
Update Delivery
Triggers when a delivery is updated.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Delete Invoice
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
New Equipment
Triggers when a new equipment is created.
Trigger
Instant
Try It
Delete Equipment
Triggers when an equipement is deleted.
Trigger
Instant
Try It
Update Purchase
Triggers when a purchase is updated.
Trigger
Instant
Try It
New Supplier Order
Triggers when a new supplier order is created.
Trigger
Instant
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Delete Supplier Order
Triggers when a supplier order is deleted.
Trigger
Instant
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Update Supplier Delivery
Triggers when a supplier delivery is updated
Trigger
Instant
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New Supplier Invoice
Triggers when a new supplier invoice is created.
Trigger
Instant
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Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Trigger
Instant
Try It
Update Event
Triggers when an event is updated.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
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Delete Note
Triggers when a note is deleted.
Trigger
Instant
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Update Task
Triggers when a task is updated.
Trigger
Instant
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New Time
Triggers when a new time is created.
Trigger
Instant
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Delete Time
Triggers when a time is deleted.
Trigger
Instant
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Update Project
Triggers when a project is updated.
Trigger
Instant
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New Project Task
Triggers when a new project task is created.
Trigger
Instant
Try It
Update Project Task Status
Triggers when a project task status is updated.
Trigger
Instant
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Delete Project Task
Triggers when a project task is deleted.
Trigger
Instant
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Update Project Subtask
Triggers when a project subtask is updated.
Trigger
Instant
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Delete Project Subtask
Triggers when a project subtask is deleted.
Trigger
Instant
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Update Ticket
Triggers when a ticket is updated.
Trigger
Instant
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Delete Ticket
Triggers when a ticket is deleted.
Trigger
Instant
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- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Title
  Required
- Reference
- Description
- Serial number
- Customer
Action
Write
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Title
  Required
- User
  Required
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due date
- Status
- Condition
Action
Write
- Project
  Required
- Title
  Required
- Column number
- Description
- Priority
- Starting date
- Due Date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time type
- Billable Time
Action
Write
- User
  Required
- Project
- Customer / Supplier
- Opportunity
- Type
- Billable time
- Date
- Time done
- Planned time
- Description
Action
Write
- Customer
  Required
- Custom Field
  Required
Action
Write
- Opportunity
- Custom Field
Action
Write
- Supplier
- Custom Field
Action
Write
- Contact
  Required
- Civility
- Firstname
- Lastname
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Customer
  Required
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Equipment
  Required
- Title
- Reference
- Serial Number
- Customer
Action
Write
- Expense
  Required
- Supplier
- Status
- Reference
- Expense date
- Due date
- Description
- Chart of accounts
- Total HT
- VAT
Action
Write
- Opportunity
  Required
- Pipeline
- Title
- Step
- Client Manager
- Status
- Condition
Action
Write
- Project
  Required
- title
- User
- Columns
- Customer / Supplier
- Opportunity
- Starting date
- Due Date
- Status
- Condition
Action
Write
- Project
  Required
- Title
- Column number
- Descritpion
- Priority
- Starting Date
- Due date
- Time estimated
- User
- Customer / Supplier
- Opportunity
- Condition
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility
- Used in times
- Time Types
- Billable Time
Action
Write
- Do you want an advanced search ?
Action
Search
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id_task
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Type
  Required
- Status
- Phone
- Mobile
- Email
- Address
- ZIP code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write
- Do you want an advanced search ?
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Delete Customer
Triggers when a customer is deleted.
Trigger
Instant
Try It
Update Supplier
Triggers when a supplier is updated.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Delete Contact
Triggers when a contact is delete.
Trigger
Instant
Try It
Update Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It
Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Delete Quote
Triggers when a quote is deleted
Trigger
Instant
Try It
Update Order
Triggers when a order is updated.
Trigger
Instant
Try It
New Delivery
Triggers when a new delivery is created.
Trigger
Instant
Try It
Delete Delivery
Triggers when a delivery is deleted.
Trigger
Instant
Try It
Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
Delete Product
Triggers when a product is deleted.
Trigger
Instant
Try It
Update Equipment
Triggers when an equipment is updated.
Trigger
Instant
Try It
New Purchase
Triggers when a new purchase is created.
Trigger
Instant
Try It
Delete Purchase
Triggers when a purchase is deleted.
Trigger
Instant
Try It
Update Supplier Order
Triggers when a supplier order is updated..
Trigger
Instant
Try It
New Suppler Delivery
Triggers when a new supplier delivery is created.
Trigger
Instant
Try It
Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Trigger
Instant
Try It
Update Supplier Invoice
Triggers when a supplier invoice is updated.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
Delete Event
Triggers when an event is deleted.
Trigger
Instant
Try It
Update Note
Triggers when a note is updated.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Delete Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Update Time
Triggers when a time is updated.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Delete Project
Triggers when a project is deleted.
Trigger
Instant
Try It
Update Project Task
Triggers when a project task is updated.
Trigger
Instant
Try It
Update Project Task Column Number
Triggers when a column number of a project task is updated.
Trigger
Instant
Try It
New Project Subtask
Triggers when a new project subtask is created.
Trigger
Instant
Try It
Update Project Subtask Status
Triggers when a project subtask status is updated.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
Try It
Update Ticket Status
Triggers when a ticket status is updated.
Trigger
Instant
Try It
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Write
- Type
- Do you want to add the document in a new opportunity ?
  Required
- Proposal description
- Status
- Title
- Document date
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Title
  Required
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
  Required
- Section
- Starting date
- Due date
- Time estimated
- User
Action
Write
- Name
  Required
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Pipeline
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Is it a Customer Contact or a Supplier Contact?
  Required
- Contact
  Required
- Custom Field
  Required
Action
Write
- Equipment
  Required
- Custom Field
  Required
Action
Write
- Project
  Required
- Custom field
Action
Write
- Ticket
- Custom field
Action
Write
- Quick Search
- Prospect
- Type
- Status
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Document
  Required
- Status
- Title
- Document date
- Expiration date
- Payment condition
- Customer reference
- Description
- Payment by Stripe
- Document template
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Type
- Project
- Start Date
- End Date
- Title
- Description
- Privacy
- Visibility in the agenda
- Used in times
- Time Type
- Billable Time
Action
Write
- User
  Required
- Customer / Supplier
- Opportunity
- Project
- Date
- Title
- Description
Action
Write
- Product
  Required
- Title
- Reference
- Category
- Description
- Sales price HT
- VAT
- Unit
Action
Write
- Project
  Required
- Title
- Status
- Section
- Starting date
- Due Date
- Time estimated
- User
Action
Write
- Supplier
  Required
- Name
- Phone
- Mobile
- Email
- Address
- ZIP Code
- City
- Country
- Client Manager
- Do you want more options ?
Action
Write
- Ticket
  Required
- Title
- Priority
- Group
- User assigned
- Skill
- Customer
- Contact
- Opportunity
- Project
- Equipment
- User shared
- Do you want more options ?
Action
Write
- Do you want an advanced search ?
Action
Search
- Do you want an advanced search ?
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id
  Required
Action
Search
- id_project
  Required
- id
  Required
Action
Search
- id
  Required
Action
Search
- Do you want an advanced search ?
- Customer / Supplier
  Required
- Civility
- Firstname
- Lastname
  Required
- Position Title
- Email
- Phone
- Mobile
- Description
- Client Number
Action
Search or write
- Search by Customer or Supplier
- And/or Status
- And/or Condition
- And/or Title
- Pipeline
  Required
- Customer
  Required
- Title
- Step
- Client Manager
- Status
- Condition
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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

Connect Paperless Forms and Karlia 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 Paperless Forms to Karlia integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

About Karlia

Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Connect Paperless Forms and Karlia to power AI-driven automation

Launch your first automated workflow

Create customers in Karlia from new Paperless Forms entries

Create opportunities in Karlia from new entries in Paperless Forms

Create customers in Karlia from new Paperless Forms entries

Create opportunities in Karlia from new entries in Paperless Forms

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Paperless Forms and Karlia to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Paperless Forms to Karlia on the world's largest no-code automation platform