Connect Paperform and Salesmate 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!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Ready to use Paperform and Salesmate 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 Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Paperform triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Paperform data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Paperform and Salesmate 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 Salesmate. 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 Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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