Integration

Connect Paperform to Pipedrive

When something happens in Paperform, your agent does the next thing in Pipedrive. Describe it in plain language and the automation is built, tested on every branch and kept running.

Paperform3 triggersPaperform2 actionsPipedrive5 triggersPipedrive24 actions

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What do you want Paperform and Pipedrive to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Paperform and Pipedrive

Triggers and actions 8 triggers · 26 actions

Trigger
New Form Submission
Triggers when a new submission is received for a form.
Trigger
New Papersign Document Completed
Fires when a Papersign document is fully signed by all participants. Webhook-delivered via Papersign Webhooks event subscription.
Trigger
New Partial Form Submission
Triggers when a new partial submission is received for a form.
Action
Create Space
Creates a Papersign space to organise documents, and optionally opens it to your team.
Action
Update Space
Renames a Paperform space.
Trigger
New Activity
Triggers when a new activity is created (polling).
Trigger
New Deal
Triggers when a new deal is created (polling).
Trigger
New Organization
Triggers when a new organization is added (polling).
Trigger
New Person
Triggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)
Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create Activity
Creates a new activity (call, meeting, task, etc.).
Action
Create Deal
Adds a new deal to Pipedrive. Returns the created deal.
Action
Create Lead
Creates a new lead. Returns the created lead.
Action
Create Note
Adds a new note to a deal, person, or organization.
Action
Create Organization
Adds a new organization. Returns the created organization.
Action
Create Person
Adds a new person (contact). Returns the created person.
Action
Delete Activity
Marks an activity as deleted.
Action
Delete Deal
Marks a deal as deleted.
Action
Delete Organization
Marks an organization as deleted.
Action
Delete Person
Marks a person as deleted.
Action
Get Deal
Returns the deal with the given ID.
Action
Get Organization
Returns the organization with the given ID.
Action
Get Person
Returns the person with the given ID.
Action
Get related deals for person
Returns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage name
Returns the stage id if the stage name exists.
Action
Merge organizations
Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge persons
Merges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search Deals
Searches deals by term. Returns matching deals.
Action
Search Organizations
Searches organizations by term. Returns matching organizations.
Action
Search Persons
Searches persons by term (name, email, phone). Returns matching persons.
Action
Update Activity
Updates an existing activity by ID.
Action
Update Deal
Updates an existing deal by ID.
Action
Update Organization
Updates an existing organization by ID.
Action
Update Person
Updates an existing person by ID.

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The other way round: Pipedrive to Paperform