Connect Paperless Forms to Method CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Paperless Forms to Method CRM with a Zapier template.

Our most popular template

Create customers or customer leads in Method CRM from new Paperless Forms entries
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Method CRM + Paperless Forms
Create opportunities in Method CRM from new entries in Paperless Forms
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Method CRM + Paperless Forms
Create Method CRM activities from new Paperless Forms entries
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Method CRM + Paperless Forms

Create customers or customer leads in Method CRM from new Paperless Forms entries

Details

Try it

Method CRM + Paperless Forms

Create opportunities in Method CRM from new entries in Paperless Forms

Details

Try it

Method CRM + Paperless Forms

Create Method CRM activities from new Paperless Forms entries

Details

Try it

Method CRM + Paperless Forms

How Zapier works

Zapier makes it easy to integrate Paperless Forms with Method CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Paperless Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Paperless Forms, a trigger could be "New Entry (Rest)."

A trigger is the event that kicks off your automated workflow.

Setup an action from Method CRM

An action is what takes place after the automation is triggered. For example, with Method CRM, the action could be "Add Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Paperless Forms to Method CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Paperless Forms and Method CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Paperless Forms and Method CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form Name
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Scheduled
Try It
New Customer/Vendor or Customer/Vendor Lead (Xero Only)
Triggers when a new customer/vendor or customer/vendor lead is added.
Trigger
Scheduled
Try It
New Vendor
Triggers when a new vendor is added.
Trigger
Scheduled
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- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Write

- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Contact RecordID
- Name
  Required
- Assigned To
  Required
- Close Date
  Required
- Description
- Opportunity Stage
  Required
- Opportunity Type
- Amount
- Custom Fields
Action
Write

- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Entity Full Name
  Required
- Email
- Phone
- Custom Fields
Action
Search or write
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

New Activity
Triggers when a new activity is added.
Trigger
Scheduled
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New Customer or Customer Lead (QuickBooks Only)
Triggers when a new customer or customer lead is added.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is added.
Trigger
Scheduled
Try It
- Start Date
  Required
- Due Date
- Comments
- Opportunity Record ID
- Contact RecordID
- Status
  Required
- Type
  Required
- Assigned To
  Required
- Custom Fields
Action
Write
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Write
- Table Name
  Required
- Custom Fields
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
Action
Search
- Field
  Required
- Value
  Required
- First Name
  Required
- Last Name
- Name
  Required
- Company Name
- Email
- Phone
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Line 3
- Billing City
- Billing Country
- Billing Postal Code
- Billing State/Province
- Is Customer Lead?
- Custom Fields
Action
Search or write

About Paperless Forms

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

Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Method CRM

Method CRM™ is a QuickBooks CRM that streamlines your business from lead to repeat and everything in between.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect Paperless Forms to Method CRM and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create customers or customer leads in Method CRM from new Paperless Forms entries

Create opportunities in Method CRM from new entries in Paperless Forms

Create Method CRM activities from new Paperless Forms entries

Create customers or customer leads in Method CRM from new Paperless Forms entries

Create opportunities in Method CRM from new entries in Paperless Forms

Create Method CRM activities from new Paperless Forms entries

How Zapier works

Select a trigger from Paperless Forms

Setup an action from Method CRM

That’s it! You just connected Paperless Forms to Method CRM

Connect Paperless Forms and Method CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Paperless Forms and Method CRM to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier