Connect Moxie and Paperform
Integrate Moxie with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Moxie when Document Completed in Paperform
Create Expense in Moxie when Document Completed in Paperform
Create Client in Moxie when Document Completed in Paperform
Create Form Submission in Moxie when Document Completed in Paperform
Create Opportunity in Moxie when Document Completed in Paperform
Popular Moxie + Paperform flows
Start from a real workflow other teams are already running.
Choose a trigger
Moxie
When this happens...
- Request a new Trigger for Moxie
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
Create Task in Moxie when Document Completed in Paperform
Use this flowCreate Expense in Moxie when Document Completed in Paperform
Use this flowCreate Client in Moxie when Document Completed in Paperform
Use this flowCreate Form Submission in Moxie when Document Completed in Paperform
Use this flowCreate Opportunity in Moxie when Document Completed in Paperform
Use this flowCreate or Update Calendar Event in Moxie when Document Completed in Paperform
Use this flowCreate Project in Moxie when Document Completed in Paperform
Use this flowCreate Ticket in Moxie when Document Completed in Paperform
Use this flowCreate Comment on Ticket in Moxie when Document Completed in Paperform
Use this flowCreate Time Worked Entry in Moxie when Document Completed in Paperform
Use this flowSupported Triggers & Actions
Everything you can automate between Moxie 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 Moxie integrations.
Create Task
Creates a new task in Moxie.
Create Expense
Create an expense in your Moxie accounting records
Create Client
Creates a new client record in Hectic
Create Form Submission
Create an automated form submission with lead information and custom answers.
Create Opportunity
Create a new opportunity in your sales pipeline
Create or Update Calendar Event
Create or update a calendar event in the Moxie Homebase calendar
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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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 Moxie
Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moxie 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 Moxie 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 Moxie triggers actions in Paperform, and a separate workflow where Paperform triggers actions in Moxie. 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 Moxie and Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moxie 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.
