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.
- When this happens...New Form Submission
Triggers when a new submission is received for a form.
- automatically do this!Create Client
Create a client, its primary contact and optionally kick off a process.
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FormRequired
Try ItFormRequired
CodeRequired
Enabled
TargetRequired
Discount Amount
Discount Percentage
Expires At
Form
Form Partial Submission IDRequired
Form
Form Submission IDRequired
FormRequired
Try ItFormRequired
Coupon CodeRequired
FormRequired
Form ProductRequired
FormRequired
FieldRequired
SKURequired
NameRequired
PriceRequired
Available Quantity
Minimum
Maximum
Discountable
Image URLs