Integrate Paperform with Insightly
Send information between Paperform and Insightly automatically, without writing any code, using Zoho Flow.
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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 Organization
Creates a new organization
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
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.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
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 ensured we can offer a unified customer experience by guaranteeing our data is consistent across all our apps.
Devarayan Chidambara
Director - Product & Strategy, Amazos
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, Syncify
With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Package Mate
