--- title: "Connect Paperform to WiseTeam - APIANT.ai" description: "When \"New Form Submission\" fires in Paperform, your agent runs \"Add contact\" in WiseTeam." canonical: "https://apiant.ai/connect/paperform-to-wiseteam" --- # Connect Paperform to WiseTeam When **New Form Submission** fires in [Paperform](https://apiant.ai/connections/paperform), your agent runs **Add contact** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running. Paperform **3** triggers Paperform **2** actions WiseTeam **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Paperform and WiseTeam to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Paperform can start in WiseTeam - When **New Form Submission** in Paperform then **Add contact** in WiseTeam - When **New Papersign Document Completed** in Paperform then **Add task** in WiseTeam Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Paperform and WiseTeam ## Triggers and actions 3 triggers · 19 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. - Action **Add account** Creates a new account (company) in WiseTeam. - Action **Add contact** Creates a new contact in WiseTeam. - Action **Add note** Adds a note to a WiseTeam lead, contact, account, opportunity or other record. - Action **Add opportunity** Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead. - Action **Add task** Creates a task in WiseTeam, optionally attached to a project or other record. - Action **Get account** Returns a single WiseTeam account by its ID. - Action **Get contact** Returns a single WiseTeam contact by its ID, including name, address, phone and email details. - Action **Get lead** Returns a single WiseTeam lead by its record ID, including all of its fields. - Action **Get project** Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties. - Action **Get task** Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner. - Action **List accounts** Returns all accounts in your WiseTeam CRM with their name and code. - Action **List contacts** Returns all contacts in your WiseTeam account. - Action **List leads** Returns the leads in your WiseTeam account. - Action **Update account** Updates an existing account in WiseTeam, changing its name, code or acronym. - Action **Update contact** Updates an existing contact in WiseTeam. Fields left blank keep their current values. - Action **Update lead** Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign. - Action **Update opportunity** Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead. ## Each app on its own - [ **Paperform** A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on...](https://apiant.ai/connections/paperform) - [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam) Reviews ## What our customers say ## More from Paperform - [ **Paperform to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paperform-to-salesforce) - [ **Paperform to Google Sheets** Google Sheets](https://apiant.ai/connect/paperform-to-google-sheets) - [ **Paperform to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/paperform-to-gmail) - [ **Paperform to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paperform-to-stripe) - [ **Paperform to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paperform-to-shopify) - [ **Paperform to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paperform-to-quickbooks-online) ## More into WiseTeam - [ **CustomGPT.ai to WiseTeam** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/customgpt-ai-to-wiseteam) - [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam) - [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam) - [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam) - [ **Google Sheets to WiseTeam** Google Sheets](https://apiant.ai/connect/google-sheets-to-wiseteam) - [ **Gmail to WiseTeam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wiseteam) Questions ## Paperform and WiseTeam, answered ### ### What can start an automation from Paperform? Any of Paperform's 3 triggers in the catalog, including New Form Submission, New Papersign Document Completed and New Partial Form Submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WiseTeam when something happens in Paperform? Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WiseTeam to Paperform? WiseTeam has no triggers in the catalog today, so automations start in Paperform. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it. ### ### Do I have to build a connector for Paperform or WiseTeam? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Paperform and WiseTeam without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.