Connect AgentX and Paperform to Build Intelligent Automations
Choose a Trigger
When this happens...
New conversation arrives
Get recent messages
Get recent agents
Fetch recent agent messages
Choose an Action
Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
Ready to use AgentX and Paperform automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New conversation arrives
Start a workflow for each new conversation received by the selected AgentX agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
Get recent agents
Returns agents created within the selected time window, newest first.
Fetch recent agent messages
Retrieve the agent's messages from the selected conversation that were sent recently.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Do thisActions
Action is the task that follows automatically within your AgentX integrations.
Start a conversation
Create a new chat with the selected agent so you can send messages and get responses.
Send message to agent
Start a conversation with the selected agent and send your initial message.
Send a message
Send a message from the chosen Agent into an existing conversation so the Agent can reply.
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Find Partial-Submissions
Get Partial-Submissions details by Slug id
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Frequently Asked Questions
To start, connect both your AgentX and Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in Paperform (or vice versa).
Absolutely. You can customize how AgentX data is recorded in Paperform. This includes choosing which data fields go into which fields of Paperform, setting up custom formats, and filtering out unwanted information.
The data sync between AgentX and Paperform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between AgentX and Paperform. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn MoreAbout Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn More
