Integrations Formitize Paperless Pipeline
Formitize + Paperless Pipeline

Connect Formitize and Paperless Pipeline to Build Intelligent Automations

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Formitize

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Paperless Pipeline

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Frequently Asked Questions

How do I start an integration between Formitize and Paperless Pipeline?

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

Can we customize how data from Formitize is recorded in Paperless Pipeline?

Absolutely. You can customize how Formitize data is recorded in Paperless Pipeline. This includes choosing which data fields go into which fields of Paperless Pipeline, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formitize and Paperless Pipeline?

The data sync between Formitize and Paperless Pipeline 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 Formitize to Paperless Pipeline?

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 Formitize and Paperless Pipeline?

Yes, you can set conditional logic to control the flow of data between Formitize and Paperless Pipeline. 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.

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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Paperless Pipeline

About Paperless Pipeline

Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.

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