Connect IntelligenceBank to Paperform

Both apps 60IntelligenceBank 35Paperform 25

• Trigger
  New Database Record

  Triggers when a new record is added to a chosen database.

• Trigger
  New Folder

  Triggers when a new resource folder is added, at the root or inside a chosen folder.

• Trigger
  New Markup Comment

  Triggers when a new markup comment is added to a resource, record or workflow request.

• Trigger
  New or Updated Database Record

  Triggers when a record in the chosen IntelligenceBank database is created or updated.

• Trigger
  New or Updated Record File

  Triggers when a file attached to a database record is added or updated.

• Trigger
  New or Updated Resource

  Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.

• Trigger
  New or Updated User

  Triggers when a user is created or updated in IntelligenceBank.

• Trigger
  New Permission Group

  Triggers when a new permission group is added.

• Trigger
  New Record File Revision

  Triggers when a new file or file revision is uploaded to a database record.

• Trigger
  New Resource

  Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.

• Trigger
  New User

  Triggers when a new user is added to IntelligenceBank.

• Trigger
  Updated Resource

  Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.

• Trigger
  Updated User

  Triggers when a user in IntelligenceBank is updated.

• Action
  Add Record Multi-Upload Field File or URL

  Appends file or URL attachments to a multiple-upload field on an existing database record.

• Action
  Create Compliance Risk Review

  Starts a compliance risk review of text or an uploaded file and returns the new review's id.

• Action
  Create Database Record

  Creates a new record in an IntelligenceBank database, filling in its form fields.

• Action
  Create Folder

  Creates a resource folder or sub-folder with a name and optional description.

• Action
  Create Markup Comment

  Creates a markup comment on a workflow request, database record or record file you participate in.

• Action
  Create Permission Group

  Creates a permission group, optionally copying another group's permissions.

• Action
  Create Record File Workflow Request

  Creates an approval workflow request for a file attached to a database record's multi-upload field.

• Action
  Create Resource

  Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.

• Action
  Delete Database Record

  Deletes a database record.

• Action
  Delete Markup Comment

  Deletes a markup comment by its ID.

• Action
  Get Compliance Risk Review Details

  Returns the status and results of a compliance risk review, including findings once the review has completed.

• Action
  Search Database Records

  Searches records in one database and returns the matches.

• Action
  Search Folders

  Searches resource folders by keyword or parent folder and returns the matching folders.

• Action
  Search Markup Comments

  Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.

• Action
  Search Permission Groups

  Searches permission groups by name and returns the matching groups.

• Action
  Search Users

  Searches IntelligenceBank users by keyword or email and returns the matching users.

• Action
  Update Permission Group

  Updates the name or description of an existing multi-user permission group.

• Action
  Update Resource Metadata

  Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.

• Action
  View a Record

  Returns all details of one database record.

• Action
  View Filter

  Returns a single filter and its values, as set up under Admin > Filters.

• Action
  View Group

  Returns the details of one permission group.

• Action
  View Resource Details

  Returns all details of one resource.

• 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.