Integrations Paperform IXACT Contact CRM
Paperform + IXACT Contact CRM

Connect Paperform and IXACT Contact CRM to Build Intelligent Automations

Choose a Trigger

Paperform

When this happens...

Choose an Action

IXACT Contact CRM

Automatically do this!

Enable Integrations or automations with these events of Paperform and IXACT Contact CRM

Enable Integrations or automations with these events of Paperform and IXACT Contact CRM

Triggers

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.

Actions

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 IXACT Contact CRM?

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

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

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

How often does the data sync between Paperform and IXACT Contact CRM?

The data sync between Paperform and IXACT Contact 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 IXACT Contact 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 IXACT Contact CRM?

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

About IXACT Contact CRM

IXACT Contact is a real estate CRM that helps agents stay organized and build relationships with clients, prospects and referral sources.

Learn More