Paperless Forms + Zomentum

Add new Paperless Forms entries as contacts in Zomentum

Effortlessly manage your contacts with this Paperless Forms and Zomentum integration. When a new entry is submitted using Paperless Forms, this workflow will create or update the corresponding contact in Zomentum. Save time and maintain accurate customer information with this seamless automation.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Create or Update Contact
Create or Update Contact
ActionWrite

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Supported triggers and actions

- Form Name
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Polling
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Contact Updated
Triggers when a contact is update.
Trigger
Polling
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Document Created
Triggers when a new Document is created.
Trigger
Polling
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
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Users
Triggers when fetch owner while creating client.
Trigger
Polling
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- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write

- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search

Client Created
Triggers when a new client is created.
Trigger
Polling
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Contact Created
Triggers when a new contact is created.
Trigger
Polling
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Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
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Document Updated
Triggers when Document is updated.
Trigger
Polling
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Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
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- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search