Connect Agile CRM and Paperform
Integrate Agile CRM with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Partial-Submissions in Paperform when New Contact in Agilecrm
Updates Sold Amount for Product in Paperform when New Contact in Agilecrm
Update Product Quantity in Paperform when New Contact in Agilecrm
Delete Product in Paperform when New Contact in Agilecrm
Update Coupon in Paperform when New Contact in Agilecrm
Popular Agile CRM + Paperform flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Paperform
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
Find Partial-Submissions in Paperform when New Contact in Agilecrm
Use this flowUpdates Sold Amount for Product in Paperform when New Contact in Agilecrm
Use this flowUpdate Product Quantity in Paperform when New Contact in Agilecrm
Use this flowDelete Product in Paperform when New Contact in Agilecrm
Use this flowUpdate Coupon in Paperform when New Contact in Agilecrm
Use this flowDelete Coupon in Paperform when New Contact in Agilecrm
Use this flowUpdates Space in Paperform when New Contact in Agilecrm
Use this flowCopy Document in Paperform when New Contact in Agilecrm
Use this flowCancel Document in Paperform when New Contact in Agilecrm
Use this flowFind Product By SKU in Paperform when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Paperform.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Document Cancelled
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
About 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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Paperform accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Paperform as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Paperform. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Paperform, and a separate workflow where Paperform triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Paperform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
