Connect Paperform and ATZ CRM to Build Intelligent Automations

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Paperform

When this happens...

Choose an Action

ATZ CRM

Automatically do this!

Ready to use Paperform and ATZ CRM 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 Paperform integrations.

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.

Updates Sold Amount for Product

Updates Sold Amount for Product

Updates the sold amount for a product

Find Product By SKU

Find Product By SKU

Get the product available for a specific form by SKU

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Frequently Asked Questions

How do I start an integration between Paperform and ATZ CRM?

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

Can we customize how data from Paperform is recorded in ATZ CRM?

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

How often does the data sync between Paperform and ATZ CRM?

The data sync between Paperform and ATZ CRM 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 Paperform to ATZ CRM?

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 Paperform and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between Paperform and ATZ CRM. 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.

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.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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