Karlia + Paperless Forms
Create opportunities in Karlia from new entries in Paperless Forms
Effortlessly manage your sales leads by connecting Paperless Forms to Karlia. With this workflow, every time you receive a new entry in Paperless Forms, it will create an opportunity in Karlia. This seamless integration saves you time and ensures consistency in keeping track of your potential new clients.
Effortlessly manage your sales leads by connecting Paperless Forms to Karlia. With this workflow, every time you receive a new entry in Paperless Forms, it will create an opportunity in Karlia. This seamless integration saves you time and ensures consistency in keeping track of your potential new clients.
- When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreate an Opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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Update Customer
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier
Trigger when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier
Triggers when a supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Status
Triggers when an opportunity status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Opportunity
Triggers when an opportunity is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Order
Triggers when an order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Delivery
Triggers when a delivery is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Equipment
Triggers when a new equipment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Equipment
Triggers when an equipement is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Purchase
Triggers when a purchase is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Order
Triggers when a new supplier order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Order
Triggers when a supplier order is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Delivery
Triggers when a supplier delivery is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Supplier Invoice
Triggers when a new supplier invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Invoice
Triggers when a supplier invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Event
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Note
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time
Triggers when a new time is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Time
Triggers when a time is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Task
Triggers when a new project task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Status
Triggers when a project task status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Task
Triggers when a project task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask
Triggers when a project subtask is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project Subtask
Triggers when a project subtask is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Ticket
Triggers when a ticket is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Description
Serial number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
UserRequired
Columns
Customer / Supplier
Opportunity
Starting date
Due date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Column number
Description
Priority
Starting date
Due Date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Project
Customer / Supplier
Opportunity
Type
Billable time
Date
Time done
Planned time
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Supplier
Custom Field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Civility
Firstname
Lastname
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Title
Reference
Serial Number
Customer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ExpenseRequired
Supplier
Status
Reference
Expense date
Due date
Description
Chart of accounts
Total HT
VAT
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Pipeline
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
title
User
Columns
Customer / Supplier
Opportunity
Starting date
Due Date
Status
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Column number
Descritpion
Priority
Starting Date
Due date
Time estimated
User
Customer / Supplier
Opportunity
Condition
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility
Used in times
Time Types
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
id_taskRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
TypeRequired
Status
Phone
Mobile
Email
Address
ZIP code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDo you want an advanced search ?
NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Customer
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier
Triggers when a supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Contact
Triggers when a contact is delete.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Opportunity Column Number
Triggers when a column number of an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Quote
Triggers when a quote is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Order
Triggers when a order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Delivery
Triggers when a new delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Delivery
Triggers when a delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Product
Triggers when a product is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Equipment
Triggers when an equipment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Purchase
Triggers when a new purchase is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Purchase
Triggers when a purchase is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Order
Triggers when a supplier order is updated..
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Suppler Delivery
Triggers when a new supplier delivery is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Supplier Delivery
Triggers when a supplier delivery is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Supplier Invoice
Triggers when a supplier invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Event
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Note
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Task
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Time
Triggers when a time is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Project
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task
Triggers when a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Task Column Number
Triggers when a column number of a project task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project Subtask
Triggers when a new project subtask is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Project Subtask Status
Triggers when a project subtask status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Ticket Status
Triggers when a ticket status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Do you want to add the document in a new opportunity ?Required
Proposal description
Status
Title
Document date
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TitleRequired
Section
Starting date
Due date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Is it a Customer Contact or a Supplier Contact?Required
ContactRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EquipmentRequired
Custom FieldRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket
Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quick Search
Prospect
Type
Status
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Status
Title
Document date
Expiration date
Payment condition
Customer reference
Description
Payment by Stripe
Document template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Type
Project
Start Date
End Date
Title
Description
Privacy
Visibility in the agenda
Used in times
Time Type
Billable Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Customer / Supplier
Opportunity
Project
Date
Title
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Title
Reference
Category
Description
Sales price HT
VAT
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Status
Section
Starting date
Due Date
Time estimated
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
Name
Phone
Mobile
Email
Address
ZIP Code
City
Country
Client Manager
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Title
Priority
Group
User assigned
Skill
Customer
Contact
Opportunity
Project
Equipment
User shared
Do you want more options ?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appid_projectRequired
idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appidRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDo you want an advanced search ?
Customer / SupplierRequired
Civility
Firstname
LastnameRequired
Position Title
Email
Phone
Mobile
Description
Client Number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch by Customer or Supplier
And/or Status
And/or Condition
And/or Title
PipelineRequired
CustomerRequired
Title
Step
Client Manager
Status
Condition
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Karlia
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