GuideCX + Paperless Forms

Create project notes in GuideCX from new Paperless Forms entries

Effortlessly keep your project notes updated with this Paperless Forms to GuideCX automation. When a new entry is submitted in Paperless Forms, this workflow will create a project note in GuideCX, ensuring that your team stays informed and organized. Save time and improve efficiency by streamlining your project note creation process with this seamless integration.

Effortlessly keep your project notes updated with this Paperless Forms to GuideCX automation. When a new entry is submitted in Paperless Forms, this workflow will create a project note in GuideCX, ensuring that your team stays informed and organized. Save time and improve efficiency by streamlining your project note creation process with this seamless integration.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    GuideCXGuideCX
    Create Project Note

    Creates a new note on the project

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
    Try It
    • Project IDRequired

    • NoteRequired

    • Author

    • Internal Only

    Action
    Write
    • Task IDRequired

    • StatusRequired

    Action
    Write
    • NameRequired

    • Customer Domain

    • Project Manager Email

    • Project End Date

    • Template SKUs

    • Template Execution

    • Referring Object Id

    • External ID

    Action
    Write
    • Task IDRequired

    • NoteRequired

    • Author Email

    • Internal Only

    Action
    Write
    • Assignee Email

    • Priority

    • Project Status

    • Responsibility

    • Status

    • Task Type

    Action
    Search
guidecx logo
guidecx logo

About GuideCX

GuideCX was created by professionals in a number of industries who were similarly frustrated by the lack of solutions and automation in the ‘sale to implementation’ process.

Related categories

  • Project Management
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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