Paperform + Practifi

Create new Practifi clients from Paperform form submissions

Easily streamline your client onboarding process with this Paperform and Practifi integration. Once a new form is submitted in Paperform, this workflow will automatically create a client in Practifi, saving you valuable time and ensuring accurate information transfer. Enhance your efficiency and ensure a smoother client experience by automating this crucial step.

Easily streamline your client onboarding process with this Paperform and Practifi integration. Once a new form is submitted in Paperform, this workflow will automatically create a client in Practifi, saving you valuable time and ensuring accurate information transfer. Enhance your efficiency and ensure a smoother client experience by automating this crucial step.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a new submission is received for a form.

    TriggerInstant
  2. automatically do this!
    PractifiPractifi
    Create Client

    Create a client, its primary contact and optionally kick off a process.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • Coupon CodeRequired

    Action
    Write
    • FormRequired

    • Form ProductRequired

    Action
    Write
    • FormRequired

    • FieldRequired

    • SKURequired

    • NameRequired

    • PriceRequired

    • Available Quantity

    • Minimum

    • Maximum

    • Discountable

    • Image URLs

    Action
    Write
paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn more

Related categories

  • Forms & Surveys

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practifi logo
practifi logo

About Practifi

Practifi empowers financial advisors by providing a business management platform that connects all the tools and information they need to grow.

Related categories

  • CRM (Customer Relationship Management)

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