Paperless Forms + Simpro

Create Simpro service jobs from new Paperless Forms entries

Effortlessly streamline your data management process by connecting Paperless Forms and Simpro. With this workflow, every time a new entry is submitted through Paperless Forms, a corresponding service job is created in Simpro. This automation helps save time, minimize manual work, and ensures organized information flow between both platforms.

Effortlessly streamline your data management process by connecting Paperless Forms and Simpro. With this workflow, every time a new entry is submitted through Paperless Forms, a corresponding service job is created in Simpro. This automation helps save time, minimize manual work, and ensures organized information flow between both platforms.

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

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Service Job

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It
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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Related categories

  • Project Management