Connect InvGate Service Management and Paperform
Integrate InvGate Service Management with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Users from InvGate Service Management when Document Completed in Paperform
Get Categories from InvGate Service Management when Document Cancelled in Paperform
Create User in InvGate Service Management when Document Rejected in Paperform
Get Users from InvGate Service Management when Document Expired in Paperform
Get Incident Details from InvGate Service Management when Document Expired in Paperform
Popular InvGate Service Management + Paperform flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
Paperform
Automatically do this!
List Forms
List Spaces
List Translations
List Papersign Documents
Update Form by ID
Get Form Details
Find Partial Submission
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
List Partial Submissions
List Form Products
List Submissions
Get Users from InvGate Service Management when Document Completed in Paperform
Use this flowGet Categories from InvGate Service Management when Document Cancelled in Paperform
Use this flowCreate User in InvGate Service Management when Document Rejected in Paperform
Use this flowGet Users from InvGate Service Management when Document Expired in Paperform
Use this flowGet Incident Details from InvGate Service Management when Document Expired in Paperform
Use this flowCreate Incident in InvGate Service Management when Signer Viewed in Paperform
Use this flowGet Categories from InvGate Service Management when Signer Viewed in Paperform
Use this flowGet Users from InvGate Service Management when Signer Viewed in Paperform
Use this flowCreate User in InvGate Service Management when Signer Viewed in Paperform
Use this flowGet Incident Details from InvGate Service Management when Signer Consent Accepted in Paperform
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and Paperform.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Document Rejected
Triggered when a document is rejected by the signer.
Document Expired
Triggered when a document's signing period expires, and no action has been taken.
Signer Notified
Triggered when a signer is notified.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
List Forms
Retrieve forms; configure search, sort, filters, pagination, and response fields.
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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From idea to automation.
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 InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in Paperform, and a separate workflow where Paperform triggers actions in InvGate Service Management. 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 InvGate Service Management and Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management 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.
