Connect Segmetrics and Paperform to Build Intelligent Automations

Choose a Trigger

Segmetrics

When this happens...

Choose an Action

Paperform

Automatically do this!

Ready to use Segmetrics and Paperform automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Segmetrics integrations.

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

Add Purchase to Contact

Add Purchase to Contact

Adds a purchase to the specified SegMetrics integration.

Adds subscription

Adds subscription

Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.

Remove Tags to Contact

Remove Tags to Contact

Remove Tags to Contact

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Frequently Asked Questions

How do I start an integration between Segmetrics and Paperform?

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

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

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

How often does the data sync between Segmetrics and Paperform?

The data sync between Segmetrics and Paperform 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 Segmetrics to Paperform?

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 Segmetrics and Paperform?

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

Segmetrics

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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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