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Integrate Paperless Forms with Workiz to automate your work

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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.

How Zapier works

Zapier makes it easy to integrate Paperless Forms with Workiz - 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 Workiz

An action is what takes place after the automation is triggered. For example, with Workiz, the action could be "Create Job."

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

That’s it! You just connected Paperless Forms to Workiz

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Paperless Forms to Workiz with a Zapier template.

Our most popular template

Create jobs in Workiz for new Paperless Forms entries with ease
Details
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Paperless Forms + Workiz

Create jobs in Workiz for new Paperless Forms entries with ease

Paperless Forms + Workiz

Make work flow with AI

Level up your Paperless Forms to Workiz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Paperless Forms and Workiz 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Paperless Forms and Workiz 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

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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Job Status Change
Triggers when a job status is changed
Trigger
Scheduled
Try It
New Job
Triggers when a new job is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Jobs start time
  Required
- Job Type
  Required
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
Action
Write

Job Is Done
Triggers when a job is completed and status has changed to Done
Trigger
Scheduled
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Lead Status Change
Triggers when a lead status is changed
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last name
- Phone
- Address
  Required
- City
  Required
- State
- PostalCode
  Required
- Lead start time
- Email address
- Job source
- Description
- Company
Action
Write

Learn how to automate Paperless Forms on the Zapier blog

Learn how to automate Workiz on the Zapier blog

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

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

About Workiz

Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.

Related categories

Scheduling & Booking

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