Connect Paperform and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Cancelled
Document Rejected
Document Expired
Signer Notified
Signer Viewed
Signer Consent Accepted
Signer Nominated
Signer Signed
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
Ready to use Paperform and Holded automations
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Actions and Triggers
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 Paperform integrations.
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Find Partial-Submissions
Get Partial-Submissions details by Slug id
Delete Partial submission by ID
Deletes a specific partial submission by ID.
Updates Sold Amount for Product
Updates the sold amount for a product
Find Product By SKU
Get the product available for a specific form by SKU
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Frequently Asked Questions
To start, connect both your Paperform and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in Paperform triggers actions in Holded (or vice versa).
Absolutely. You can customize how Paperform data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between Paperform and Holded typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Paperform and Holded. 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.
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 MoreAbout Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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