Connect Ideanote and Paperform to Build Intelligent Automations

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Ideanote

When this happens...

Choose an Action

Paperform

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ideas

New Ideas

Triggers when a new idea is created.

Recently Updated Ideas

Recently Updated Ideas

Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.

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.

Do thisActions

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

Create Idea

Create Idea

Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.

Invite User

Invite User

Create a new IdeaNote user account and optionally send an invitation email with a custom message.

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

Find Partial-Submissions

Find Partial-Submissions

Get Partial-Submissions details by Slug id

Delete Partial submission by ID

Delete Partial submission by ID

Deletes a specific partial submission by ID.

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Frequently Asked Questions

How do I start an integration between Ideanote and Paperform?

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

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

Absolutely. You can customize how Ideanote 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 Ideanote and Paperform?

The data sync between Ideanote 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 Ideanote 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 Ideanote and Paperform?

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

Ideanote

About Ideanote

Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.

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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