Connect Paperless to Refiner

Both apps 14Paperless 8Refiner 6

• Trigger
  Document updated

  Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.

• Trigger
  New document created

  Fires when a new document is created. Backed by the document.created webhook event.

• Action
  Create Document (From Template)

  Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away.

• Action
  Delete Document

  Permanently delete a document by ID.

• Action
  Get Document

  Retrieves a single Paperless document by its id.

• Action
  Get Template

  Retrieves a single Paperless template by its id.

• Action
  List Templates

  List all templates the API key's integration has access to, used to pick a template_id before creating a document.

• Action
  Update Document

  Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.

• Action
  Delete contact

  Deletes a contact from your Refiner project, identified by user ID, email or Refiner UUID. Deleting a contact also removes their survey responses.

• Action
  Get contact

  Fetches all data on record for a specific contact.

• Action
  Identify User

  Creates a contact in Refiner, or updates the traits of an existing one, identified by user ID or email. Optionally groups the user under an account.

• Action
  List contacts

  Returns all contacts on record in the Refiner project.

• Action
  List segments

  Lists the user segments in your Refiner environment, ordered by name.

• Action
  Track Event

  Tracks a named event for a Refiner user identified by user ID or email. Creates the user if none matches.

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