Connect Drift and Paperform to Build Intelligent Automations

Choose a Trigger

Drift

When this happens...

Choose an Action

Paperform

Automatically do this!

Ready to use Drift and Paperform automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a new Document Completed for a form.

Document Sent

Document Sent

Triggered when a document is sent out for signing.

Document Cancelled

Document Cancelled

Triggered when a document is cancelled, meaning the signing process was terminated before completion.

Document Rejected

Document Rejected

Triggered when a document is rejected by the signer.

Document Expired

Document Expired

Triggered when a document's signing period expires, and no action has been taken.

Signer Notified

Signer Notified

Triggered when a signer is notified.

Do thisActions

Action is the task that follows automatically within your Drift integrations.

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

Find User by Anonymous Id

Find User by Anonymous Id

Lookup data for an existing user by their anonymous id.

Update Form by ID

Update Form by ID

Update Form By ID

Form Details by ID

Form Details by ID

Get Form Details by ID

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Frequently Asked Questions

How do I start an integration between Drift and Paperform?

To start, connect both your Drift and Paperform accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Paperform (or vice versa).

Can we customize how data from Drift is recorded in Paperform?

Absolutely. You can customize how Drift 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.

How often does the data sync between Drift and Paperform?

The data sync between Drift and Paperform typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Drift to Paperform?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Drift and Paperform?

Yes, you can set conditional logic to control the flow of data between Drift 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.

Drift

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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Paperform

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