Actionstep + Paperform

Create file notes in Actionstep for new Paperform submissions

Save time and stay organized with this seamless workflow that connects Paperform and Actionstep. When a new form submission is received in Paperform, a file note will be created in Actionstep, ensuring that all your critical information is stored in one centralized location. This automation makes it easier to manage your data and maintain accurate records while eliminating manual entry errors.

Save time and stay organized with this seamless workflow that connects Paperform and Actionstep. When a new form submission is received in Paperform, a file note will be created in Actionstep, ensuring that all your critical information is stored in one centralized location. This automation makes it easier to manage your data and maintain accurate records while eliminating manual entry errors.

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

    Triggers when a new submission is received for a form.

    TriggerInstant
  2. automatically do this!
    ActionstepActionstep
    Create File Note

    Creates a new file note for an action/matter.

    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
actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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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

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  • Forms & Surveys

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