Connect Wingmate to Paperform

Both apps 49Wingmate 24Paperform 25

• Trigger
  Action Created

  Triggers when a new action request is created on a lead.

• Trigger
  Attachment Created

  Triggers when a new attachment is added to a lead.

• Trigger
  Comment Created

  Triggers when a new comment is posted on a lead.

• Trigger
  Contact Created

  Triggers when a new contact is added in Wingmate.

• Trigger
  Contact Updated

  Triggers when a Wingmate contact is added or changed.

• Trigger
  Lead Created

  Triggers when a new lead is added to your Wingmate pipeline.

• Trigger
  Lead Link Created

  Triggers when a lead is linked to another lead.

• Trigger
  Lead Updated

  Triggers when a lead in your Wingmate pipeline is added or changed.

• Trigger
  Ownership Created

  Triggers when a new owner is added to a lead.

• Trigger
  Purchase Created

  Triggers when a new purchase is recorded on a lead.

• Trigger
  Reminder Created

  Triggers when a new reminder is created on a lead.

• Trigger
  Status Update Created

  Triggers when a lead's status changes (new status update).

• Action
  Create a Comment

  Adds a comment to an existing lead.

• Action
  Create a Contact

  Creates a contact on an existing lead.

• Action
  Create a Lead

  Creates a new lead in a Wingmate campaign (pipeline).

• Action
  Create an Action

  Creates an action request on an existing lead, assigned to a user.

• Action
  Create a Reminder

  Creates a reminder on an existing lead.

• Action
  Create a Reward

  Creates a reward (user transaction) for a user on an existing lead.

• Action
  Lookup a Lead's Contacts

  Returns the contacts on a lead.

• Action
  Update a Comment

  Updates the text of an existing comment.

• Action
  Update a Contact

  Updates an existing contact.

• Action
  Update a Lead

  Updates an existing lead.

• Action
  Update an Action

  Updates an existing action request.

• Action
  Update a Reminder

  Updates an existing reminder.

• 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.