Create integrations between Paperform and PortalCX to automate any workflow
WHEN THIS HAPPENS
New Form Submission
AUTOMATICALLY DO THIS
Complete a Project StageEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect Paperform and PortalCX to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
FormRequired
Try ItPortal IDRequired
Portal IDRequired
Message BodyRequired
Notify Via SMSRequired
Notify Via EmailRequired
New Referral
Triggers when a new referral is generated from a customer portal.
Try ItTemplate IDRequired
NameRequired
EmailRequired
Phone NumberRequired
Notify Via EmailRequired
Notify Via TextRequired
Complete First Stage?
Address 1
Address 2
City
State Code
Zip Code
Country
Portal IDRequired
Stage LabelRequired
Stage ID
Date CompletedRequired
About Paperform
A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
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PortalCX helps you give your customers a real-time view of their projects to reduce churn, cut support costs, and improve customer satisfaction. All through Portals customized to your business.