Integrate Paperform with Insightly
Send information between Paperform and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Insightly each time a form is filled out on Paperform
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Insightly the form responses received in Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new contact in Insightly.
Create a contact in Insightly each time a form is filled out on Paperform
Paperform + Insightly
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Supported triggers and actions
Integrate Paperform and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted
Triggers when a new entry is submitted for the selected form
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is Paperform?
Paperform is a flexible online form builder that helps small businesses build solutions to cut down on busywork. It lets you take payments, manage bookings, collect information, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
