Connect Paperform and MyCRM Sync 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
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- Request a new Action for MyCRM Sync
Enable Integrations or automations with these events of Paperform and MyCRM Sync
Enable Integrations or automations with these events of Paperform and MyCRM Sync
Triggers
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.
Actions
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 MyCRM Sync accounts to viaSocket. Once connected, you can set up a workflow where an event in Paperform triggers actions in MyCRM Sync (or vice versa).
Absolutely. You can customize how Paperform data is recorded in MyCRM Sync. This includes choosing which data fields go into which fields of MyCRM Sync, setting up custom formats, and filtering out unwanted information.
The data sync between Paperform and MyCRM Sync 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 MyCRM Sync. 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 MyCRM Sync
MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.
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