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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Spruce with Paperform - no code necessary. See how you can get setup in minutes.

Select a trigger from Spruce

A trigger is an event that starts your Zap and runs the workflow. For example, with Spruce, a trigger could be "Estimate Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Paperform

An action is what takes place after the automation is triggered. For example, with Paperform, the action could be "Create Form Coupon."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Spruce to Paperform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Spruce to Paperform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Spruce and Paperform 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.

Integration categories

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.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
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Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
Try It
Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
Try It
Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
Try It
Quote Opened
Triggers when a quote is opened.
Trigger
Instant
Try It
Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
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Report Sent
Triggers when a new report is sent to a customer.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
Action
Write
- Form
  Required
- Form Product
  Required
Action
Write
- Form
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Field
  Required
- Title
  Required
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- Form
  Required
- Form Product
  Required
- Available Quantity
  Required
Action
Write
- Space
  Required
- Space Name
  Required
Action
Write
- Title
- Space
Action
Search
- Form
  Required
- Form Product Name
  Required
Action
Search
- Form
  Required
- Form Product Name
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or write

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
Try It
Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
Try It
Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
Try It
Job Created
Triggers when a new Job is created.
Trigger
Instant
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
Try It
Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
Try It
Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
Try It
Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
Try It
Report Opened
Triggers when a report is opened.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Form Partial Submission ID
  Required
Action
Write
- Form
  Required
- Form Submission ID
  Required
Action
Write
- Space Name
  Required
Action
Write
- Form
  Required
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- Form
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Form Product
  Required
- Sold
  Required
Action
Write
- Form
  Required
- Form Field Title
  Required
Action
Search
- Form
  Required
- Form Field Title
  Required
Action
Search
- Space Name
  Required
Action
Search
- Space Name
  Required
- Space Name
  Required
Action
Search or write

Learn how to automate Paperform on the Zapier blog

About Spruce

Transform your heat pump business. Streamline your workflow and save days every month with Spruce.

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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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