Connect Paperform and Planly to Build Intelligent Automations

Choose a Trigger

Paperform

When this happens...

Choose an Action

Planly

Automatically do this!

Enable Integrations or automations with these events of Paperform and Planly

Enable Integrations or automations with these events of Paperform and Planly

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 Planly?

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

Can we customize how data from Paperform is recorded in Planly?

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

How often does the data sync between Paperform and Planly?

The data sync between Paperform and Planly 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 Planly?

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 Planly?

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

Learn More
Planly

About Planly

Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.

Learn More