Zapier guide for Paperform automation

Using Zapier with Paperform lets you automatically send form responses to your favorite apps without writing any code. This how-to guide walks you through connecting Paperform, choosing triggers and actions, and building reliable automated workflows step by step.

What you need before connecting Zapier

Before you start, make sure you have the right accounts and permissions ready. This helps you avoid connection errors and speeds up the setup process.

• An active Paperform account with at least one form created.
• A Zapier account with access to create and turn on Zaps.
• Login details for any other apps you plan to connect to Paperform via Zapier.
• Owner or admin access to your Paperform workspace, if required by your organization.

Once these pieces are in place, you can move on to configuring the connection between the two tools.

How to connect Paperform to Zapier

To start automating, you must connect your Paperform account to Zapier. The connection is created once, and then you can reuse it in multiple Zaps.

Step 1: Open Paperform for Zapier

1. Sign in to your Zapier account.
2. In the search bar on the main dashboard, type “Paperform”.
3. Select the Paperform app from the results to open its integration page.

You can also open the Paperform section directly from the help documentation at this Zapier Paperform page and follow the prompts to start a new Zap.

Step 2: Add Paperform as a trigger or action in Zapier

Once you are on the Paperform integration screen, decide whether Paperform will start the workflow or respond to events from another app.

• Use Paperform as a trigger: Start a Zap when someone submits a form.
• Use Paperform as an action: Create or update data in Paperform when something happens in another app.

Click Create Zap, then choose Paperform as either the trigger app or the action app according to your workflow design.

Step 3: Connect your Paperform account in Zapier

1. In the Zap editor, when prompted to choose an account, click Connect new account or Sign in next to Paperform.
2. A new window will open asking you to authorize Zapier to access your Paperform account.
3. Log in to Paperform if you are not already signed in.
4. Review the requested permissions and click Allow or Authorize to complete the connection.

After authorization, your Paperform account will appear in the list of connected apps inside Zapier, and you can reuse it across future Zaps.

Setting up a Paperform trigger in Zapier

Triggers tell Zapier when to run your automation. With Paperform, the typical trigger is a new form submission.

Step 4: Choose a Paperform trigger event

1. In the Zap editor, under the trigger step, confirm that Paperform is selected as the app.
2. Open the Event dropdown.
3. Choose the available Paperform trigger (for example, a new submission or similar event offered by the integration).
4. Click Continue.

The exact trigger names may vary over time, but they will always represent events that happen in Paperform which can start a workflow in Zapier.

Step 5: Select your Paperform form

1. Under the trigger settings, ensure the correct Paperform account is selected.
2. Open the form dropdown field.
3. Choose the specific Paperform form that should trigger your Zap when someone submits it.
4. Click Continue to save the selection.

If you do not see your form, double-check that it exists in Paperform, that you have permission to access it, and that the Paperform account connected to Zapier is the correct one.

Step 6: Test your Paperform trigger in Zapier

1. Click Test trigger in the Zap editor.
2. Zapier will attempt to fetch a recent submission from your selected Paperform form.
3. If you have no recent submissions, submit a test entry in Paperform and run the test again.

When the test is successful, you will see sample data from Paperform. This sample is used to map fields in later steps of your Zap.

Adding actions for Paperform workflows in Zapier

Once a trigger is set, the next step is adding one or more actions that tell Zapier what to do with your Paperform data.

Step 7: Choose an action app for your Zapier workflow

1. Click + Add action in the Zap editor.
2. Search for the app you want to connect to Paperform, such as a CRM, spreadsheet, email marketing platform, or project management tool.
3. Select the app and then choose an action event, such as creating a record, sending an email, or updating a row.
4. Connect the other app’s account if you have not done so already.

This is where Zapier turns your Paperform submissions into automated updates across your other tools.

Step 8: Map Paperform fields to your action in Zapier

1. In the action step, open each field you want to populate.
2. Click inside a field and select the matching data from the trigger sample (for example, name, email, or custom fields from Paperform).
3. Repeat for all required fields so that information from Paperform is correctly passed into the destination app.
4. Click Continue.

Careful field mapping ensures your Zapier workflow uses Paperform data accurately, avoiding empty or mismatched fields in your connected apps.

Step 9: Test your action and turn on your Zap

1. Click Test step or Test action in the Zap editor.
2. Zapier will send sample data from your Paperform trigger through the configured action.
3. Check the destination app to confirm that the data appears as expected.
4. If everything looks correct, click Publish or Turn on Zap to activate the workflow.

Your automation is now live. From this point on, new Paperform submissions will trigger the Zap and run the configured actions in Zapier automatically.

Managing and troubleshooting Paperform Zaps in Zapier

After turning Zaps on, you may need to update settings, monitor activity, or fix issues. Zapier provides tools to help you keep your Paperform workflows running smoothly.

Review Zap runs and Zap history

• Open your Zapier dashboard and go to the Zap history or Task history section.
• Filter by the specific Zap that uses Paperform.
• Review individual runs to see which steps succeeded and which may have failed.

This history helps you understand how Paperform data is flowing through Zapier and where any errors occur.

Common connection issues between Paperform and Zapier

• Authentication errors: Reconnect your Paperform account in Zapier if authorization has expired or if your Paperform password changed.
• Missing forms: Confirm you selected the correct Paperform account and that the form is published and accessible.
• Empty fields: Revisit the mapping step in Zapier to ensure each destination field is connected to the correct Paperform data.

If problems persist, review the setup instructions again on the official help section for Paperform and Zapier, or contact support for assistance.

Best practices for Paperform automation with Zapier

To keep your workflows efficient and reliable, follow a few simple best practices as you build more Zaps.

• Use clear naming: Name each Zap with the Paperform form and destination app, so you can find it quickly later.
• Start simple: Begin with one trigger and one action, then gradually add filters, paths, or extra actions in Zapier as your needs grow.
• Test regularly: Re-test your Paperform trigger and actions in Zapier whenever you change form fields or update connected apps.
• Document workflows: Keep notes on what each Zap does and which Paperform fields it uses, especially in team environments.

Following these tips will help you build scalable automations that save time and reduce manual data entry across your tools.

Next steps and additional automation resources

Once your first Paperform workflow is live in Zapier, explore more possibilities by connecting additional apps, adding filters, or building multi-step Zaps. For broader automation strategy, integration planning, and optimization ideas, you can visit Consultevo to learn more about designing efficient workflows.

By combining Paperform with Zapier, you can turn simple form submissions into powerful, automated processes that keep your data synchronized and your tools working together with minimal manual effort.

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