Connect Forecast to Paperform

Both apps 48Forecast 23Paperform 25

• Trigger
  New Client

  Triggers when a new client is added in Forecast.

• Trigger
  New Project

  Triggers when a new project is created in Forecast.

• Trigger
  New Task in Project

  Triggers when a new task is added to a Forecast project.

• Action
  Create Client

  Creates a client in Forecast and returns the new client.

• Action
  Create Project

  Creates a project in Forecast and returns the new project.

• Action
  Create Task

  Creates a task in a Forecast project and returns the new task.

• Action
  Create Time Registration

  Logs time for a person against a Forecast project, task or non-project time and returns the time registration.

• Action
  Delete Client

  Deletes a Forecast client.

• Action
  Delete Task

  Deletes a Forecast task.

• Action
  Delete Time Registration

  Deletes a Forecast time registration.

• Action
  Find a Project

  Finds a Forecast project by its name and returns it, or found = false when no project has that name.

• Action
  Get Client

  Returns one Forecast client by its ID.

• Action
  Get Person

  Returns one Forecast person by their ID.

• Action
  Get Project

  Returns one Forecast project by its ID.

• Action
  Get Task

  Returns one Forecast task by its ID.

• Action
  Get Time Registration

  Returns one Forecast time registration by its ID.

• Action
  List Clients

  Returns every client in the Forecast account.

• Action
  List Persons

  Returns every person in the Forecast account.

• Action
  List Projects

  Returns every project in the Forecast account.

• Action
  List Tasks in Project

  Returns every task in a Forecast project.

• Action
  Update Client

  Updates a Forecast client's details and returns the updated client.

• Action
  Update Project

  Updates a Forecast project and returns the updated project.

• Action
  Update Task

  Updates a Forecast task and returns the updated task.

• Action
  Cancel Papersign Document

  Cancels a Papersign document that is still in progress, so no one can sign it any more.

• Action
  Create Form Coupon

  Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.

• Action
  Create Form Product

  Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.

• Action
  Create Papersign Document Signing Link

  Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.

• Action
  Create Space

  Creates a Papersign space to organise documents, and optionally opens it to your team.

• Action
  Delete Form Coupon

  Deletes a discount coupon from a Paperform form so it can no longer be used.

• Action
  Delete Form Partial Submission

  Deletes a partial (unfinished) form submission from Paperform.

• Action
  Delete Form Product

  Removes a product from a Paperform form using its SKU.

• Action
  Delete Form Submission

  Deletes a form submission from Paperform.

• Action
  Download Papersign Document

  Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.

• Action
  Find Form

  Finds one Paperform form by searching its title, and returns the best match.

• Action
  Find Form Field

  Finds a field on a Paperform form by name and returns its key, title and type.

• Action
  Find Form Product

  Finds a product on a Paperform form by name and returns its SKU, price and stock.

• Action
  Find Papersign Document

  Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.

• Action
  Find Space

  Finds a Papersign space by name and returns its ID and root folder.

• Action
  List Papersign Documents

  Lists Papersign documents, optionally narrowed by name, state or folder.

• Action
  Move Papersign Document

  Moves a Papersign document into another folder or space, and can rename it at the same time.

• Action
  Send Papersign Document

  Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.

• Action
  Update Form

  Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.

• Action
  Update Form Coupon

  Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.

• Action
  Update Form Fields

  Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.

• Action
  Update Form Product

  Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.

• Action
  Update Form Product Available Quantity

  Sets how many of a product are still available to sell on a Paperform form.

• Action
  Update Form Product Sold

  Sets how many of a product have been sold on a Paperform form.

• Action
  Update Space

  Renames a Paperform space.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.