Integrate Paperform with Cloze

Send information between Paperform and Cloze automatically, without writing any code, using Zoho Flow.

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Create a new person in Cloze for every form entry from Paperform

Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Cloze using the form responses obtained from Paperform.

How it works
  1. The flow triggers when a new entry is submitted for the selected form in Paperform.
  2. Zoho Flow creates a person. If the record already exists, updates the details of that person. in Cloze.
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Create a new person in Cloze for every form entry from Paperform

Paperform + Cloze

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Supported triggers and actions

Integrate Paperform and Cloze 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

Person Change

Triggers when a person is changed.

Project Change

Triggers when a project is changed.

Company changed

Triggers when a company is changed.

All Actions - Actions are the automated tasks

Create communication

Creates a new communication record

Create timeline event

Creates a new timeline event

Create or update a company

Creates a company. If it already exists, updates the details of the company.

Create or update a project

Creates or updates a project

Create a note

Creates or updates a note

Create or update person

Creates a person. If the record already exists, updates the details of that person.

Create ToDo

Creates a new ToDo

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.

Forms

What is Cloze?

Cloze is a contact and relationship management application that creates to-do lists, projects and contact databases based on email, phone calls, meetings and notes.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Package Mate

Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.

Ramakrishna Karolla

Founder and CEO, QPayPro

Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.

Sean Rivers

Platform Evangelist, Spaghetti Agency

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