Agillic + Paperless Forms

Create or update Agillic recipients when new Paperless Forms entries are submitted

Effortlessly keep your Agillic recipient list up-to-date with this Paperless Forms to Agillic automation. When a new entry is submitted through Paperless Forms, this workflow will either update an existing recipient or create a new one in your Agillic app. Save time and maintain accurate contact information by streamlining your data management process.

When this happens...
New Entry (Rest)
Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Update or Create Recipient (Limited Fields)
Updates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.
ActionWrite

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Supported triggers and actions

- Form Name
Trigger
Instant
Try It
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
- Event NameRequired
Action
Write
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
- One-to-Many TableRequired
- Include fields with empty values
- Dynamic Otm Fields Copy
Action
Write
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
- Field 1Required
- Field 1 ValueRequired
- Field 2
- Field 2 Value
- Field 3
- Field 3 Value
- Field 4
- Field 4 Value
- Field 5
- Field 5 Value
- Field 6
- Field 6 Value
- Field 7
- Field 7 Value
- Field 8
- Field 8 Value
- Field 9
- Field 9 Value
- Field 10
- Field 10 Value
- Field 11Required
- Field 11 ValueRequired
- Field 12
- Field 12 Value
- Field 13
- Field 13 Value
- Field 14
- Field 14 Value
- Field 15
- Field 15 Value
- Field 16
- Field 16 Value
- Field 17
- Field 17 Value
- Field 18
- Field 18 Value
- Field 19
- Field 19 Value
- Field 20
- Field 20 Value
Action
Write
- Unique Recipient Identifier
- Unique Recipient Identifier ValueRequired
Action
Search

Get OTM Tables
Get the Available One-to-many tables from your Agillic instance
Trigger
Scheduled
Try It
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
Action
Write
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
- One-to-Many TableRequired
Action
Write
- Unique Recipient Identifier FieldRequired
- Unique Recipient Identifier ValueRequired
- Person Data Fields
Action
Write
- recipient identifierRequired
- recipient id valueRequired
- otm tableRequired
Action
Search

About Agillic

Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.