Connect Workzappy and Paperform to Build Intelligent Automations

Choose a Trigger

Workzappy

When this happens...

Choose an Action

Paperform

Automatically do this!

Ready to use Workzappy 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 Workzappy integrations.

New Task

New Task

Create a new task.

New Project

New Project

Create a new Project.

New Phase

New Phase

Create a new phase(sprint) for your project

New Tag

New Tag

Create a New tag.

Remove Task hold

Remove Task hold

Remove a specific Task.

Enable Organization User

Enable Organization User

Enable Organization User.

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Frequently Asked Questions

How do I start an integration between Workzappy and Paperform?

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

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

Absolutely. You can customize how Workzappy 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 Workzappy and Paperform?

The data sync between Workzappy 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 Workzappy 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 Workzappy and Paperform?

Yes, you can set conditional logic to control the flow of data between Workzappy 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.

Workzappy

About Workzappy

Workzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.

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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