Paperform automation for lead capture, payments, and bookings
Push new form leads to HubSpot, turn paid submissions into Shopify orders, and log booking requests for faster follow-up.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Paperform.
Update records in Paperform automatically when data changes in the apps your team already uses.
Log Paperform activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Paperform
Ready-made flows built with Paperform — preview one, then make it yours.
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Ready to use Paperform automations
Triggers and Actions in Paperform Automations
viaSocket makes it simple to connect Paperform and automate repetitive tasks.
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.
List Forms
Retrieve forms; configure search, sort, filters, pagination, and response fields.
List Spaces
Retrieve spaces with optional search, sort, date/id filters, skip, and max results.
List Translations
Retrieve translations with optional filters, date range, sort, and pagination.
List Papersign Documents
Retrieve Papersign documents with search, status, date, space/folder filters and pagination options.
Update Form by ID
Update Form By ID
Get Form Details
Retrieve details for a specific form by entering its form ID.
Real-world use cases of Paperform integrations
See how Paperform integrates with popular apps to automate tasks and streamline your workflow.
Automate Paperform submissions into HubSpot, so new leads get routed and tracked immediately.
Send paid Paperform orders to Shopify when customers complete product checkout forms.
Create QuickBooks invoices from Paperform payment responses, keeping new sales records organized.
Route Paperform booking requests to Calendly when prospects choose available appointment times.
Sync Paperform quote requests to your CRM so sales can follow up.
Add Paperform order data to your spreadsheet for weekly revenue reporting.
How to get started with Paperform automations
Automate when something happens in Paperform
Login -> Create new flow -> Select trigger -> Search Paperform -> Choose the trigger from the list
Take action in Paperform when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Paperform -> Choose the action from the list
Trigger
Action
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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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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