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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 UPilot with Paperform - no code necessary. See how you can get setup in minutes.

Select a trigger from UPilot

A trigger is an event that starts your Zap and runs the workflow. For example, with UPilot, a trigger could be "New Company."
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 UPilot 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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25m

Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your UPilot 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
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect UPilot 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
  • UPilot triggers, actions, and search
    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    Try It
  • UPilot triggers, actions, and search
    Updated Deal

    Triggers when an existing deal is updated.

    Trigger
    Instant
    Try It
  • UPilot triggers, actions, and search
    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It
    • Form
      Required
    Trigger
    Instant
    Try It
  • UPilot triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • UPilot triggers, actions, and search
    New Person

    Triggers when a new person is created.

    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

Learn how to automate Paperform on the Zapier blog

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About UPilot
UPilot is a CRM with advanced features like role-based access and control, email tracking, revenue forecast, all on a single platform and easy to use interface, resulting in enthusiastic user adoption in fast-growing companies.
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paperform logo
paperform logo
About Paperform
A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.
Learn moreLearn more
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