--- title: "Connect Salesmate to Paperform - APIANT.ai" description: "When \"New De-Activated User\" fires in Salesmate, your agent runs \"Create Form Coupon\" in Paperform." canonical: "https://apiant.ai/connect/salesmate-to-paperform" --- # Connect Salesmate to Paperform When **New De-Activated User** fires in [Salesmate](https://apiant.ai/connections/salesmate), your agent runs **Create Form Coupon** in [Paperform](https://apiant.ai/connections/paperform). Describe the whole flow and it is built, tested on every scenario and kept running. Salesmate **2** triggers Salesmate **10** actions Paperform **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesmate and Paperform 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 Salesmate can start in Paperform - When **New De-Activated User** in Salesmate then **Create Form Coupon** in Paperform - When **New User** in Salesmate then **Create Form Product** in Paperform 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 Salesmate and Paperform ## Triggers and actions 2 triggers · 25 actions - Trigger **New De-Activated User** Triggers when a user in Salesmate is de-activated. - Trigger **New User** Triggers when a new user is added to your Salesmate account. - Action **Add Note** Adds a note to a contact in Salesmate. Returns the id of the note that was created. - Action **Create Contact** Creates a new contact in Salesmate. Returns the id of the contact that was created. - Action **Random User** Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email. - Action **Search for Total Rows in Activity** Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves. - Action **Search for Total Rows in Company** Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves. - Action **Search for Total Rows in Contacts** Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves. - Action **Search for Total Rows in Deal** Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves. - Action **Search User** Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status. - Action **Update Contact** Updates an existing contact in Salesmate. Only the fields you supply are changed. - Action **Update Note** Updates an existing note on a contact in Salesmate. - 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 **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 **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 **List Papersign Documents** Lists Papersign documents, optionally narrowed by name, state or folder. - Action **Update Form Coupon** Updates a discount coupon on a Paperform form. 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 Space** Renames a Paperform space. ## Each app on its own - [ **Salesmate** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connections/salesmate) - [ **Paperform** A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on...](https://apiant.ai/connections/paperform) Reviews ## What our customers say ## More from Salesmate - [ **Salesmate to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/salesmate-to-gohighlevel) - [ **Salesmate to Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connect/salesmate-to-persona) - [ **Salesmate to Vincario** Vincario is a global VIN Decoder and Vehicle Evaluation company that uses AI/ML smart algorithms and data to...](https://apiant.ai/connect/salesmate-to-vincario) - [ **Salesmate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesmate-to-slack) - [ **Salesmate to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesmate-to-stripe) - [ **Salesmate to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesmate-to-shopify) ## More into Paperform - [ **HubSpot to Paperform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paperform) - [ **Salesforce to Paperform** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-paperform) - [ **Slack to Paperform** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-paperform) - [ **Google Sheets to Paperform** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paperform) - [ **Gmail to Paperform** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paperform) - [ **Google Calendar to Paperform** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paperform) Questions ## Salesmate and Paperform, answered ### ### What can start an automation from Salesmate? Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Paperform when something happens in Salesmate? Any of Paperform's 15 actions, including Create Form Coupon, Create Form Product, Update Form Coupon and Update Form Product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paperform to Salesmate? Paperform has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads Paperform's API documentation and adds it. ### ### Do I have to build a connector for Salesmate or Paperform? 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 Salesmate and Paperform 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.