Autotask + Paperless Forms
Create Autotask contacts from new Paperless Forms entries
Effortlessly keep your contacts updated with this efficient workflow. When a new entry is added to your Paperless Forms app, it will instantly create a contact in Autotask. This seamless process ensures your contact database stays current and organized, allowing you to focus on more important tasks.
Effortlessly keep your contacts updated with this efficient workflow. When a new entry is added to your Paperless Forms app, it will instantly create a contact in Autotask. This seamless process ensures your contact database stays current and organized, allowing you to focus on more important tasks.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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