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How Zapier works
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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 Shaker.
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Zapier seamlessly connects Paperless Forms and Shaker, 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
Try ItTriggerInstant- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Stage
Triggers when a new stage is created
Try ItTriggerPolling - First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Address - Street
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Lead Source
- Note
- Tags
ActionWrite
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Deal Type
Triggers when a new deal type is created.
Try ItTriggerPolling - New Team Member
Triggers when a new team member is created
Try ItTriggerPolling - ContactRequired
- Deal TypeRequired
- Deal Stage
- Agent
- Address (Full)
- Street
- Street 2
- City
- State
- Zip
ActionWrite
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