Level up your automation with Paperform and Make

We're thrilled to announce our new partnership with Make. With the power of Paperform and Make's advanced automation tools, you can free up your time to focus on the parts of your business you love most.

Paperform's exciting partnership with Make brings advanced automation tools to businesses, freeing up time for essential tasks. Users can access extended free trials of Pro plans, explore visual workflows with step-by-step guidance, and access a variety of automation scenarios. From simplifying e-commerce operations to streamlining HR processes, Paperform and Make offer versatile solutions. Advanced integration workflows enhance customer experience and lead management. A quiz helps users discover the best automation tools for their needs. Embrace automation with Paperform and Make to focus on what truly matters in your business.

Automation is like having a secret weapon: it takes care of the tedious tasks, leaving you free to focus on the important stuff. And the best part? Getting started has never been easier.

Through our collaboration with Make, you can try out both Paperform and Make Pro plans for free, equipping you with the perfect automation tools from the get-go.

To help spark your imagination, we've curated a range of powerful automation combinations using Paperform and Make, tailored for a variety of business needs.

Grab your exclusive, extended free trial of the Pro Plan with Make – available for a limited time.

How to create visual workflows with Make

Getting started with Make is straightforward, even for beginners. In this section, we'll walk you through the basics of creating visual workflows, setting you on the path to seamless automation with ease.

Step 1: Choose your apps

Start by logging into your Make account and navigating to your organization dashboard. Here, click on 'Create a new scenario'.

For our example, we'll be integrating Paperform with Google Sheets (you can do this directly, but it's just a simple way to show how to get started).

There are thousands of apps to choose from, so pick the one that you're looking to connect with, or choose from a range of templates to avoid starting from scratch.

Step 2: Build your scenario

First, add the Paperform Module by selecting “new submission”, creating a webhook, and connecting the forms you want to include in your workflow.

Next, add the Google Sheets Module by clicking 'Add another module', selecting 'Google Sheets > Add a row', connecting to Google, and mapping your data. You can repeat these steps as needed for more complex scenarios.

Step 3: Test that it works

Before fully implementing your scenario, test it by clicking the 'Run once' button and submitting the form. This allows you to inspect the processed bundles and ensure everything is functioning as expected.

Step 4: Activate and ship!

To get your scenario up and running, simply switch it on. This allows it to start listening for new form submissions and triggering the scenario instantly. To activate and schedule your scenario, toggle the ON/OFF button.

By following this guide, you can quickly set up versatile and powerful scenarios to automate your repetitive tasks, streamline your processes, and create customized solutions that meet your specific business needs.

10 workflows to kickstart your automation journey

These workflows aren't your average, one-dimensional integrations, but dynamic, multi-step workflows designed to tackle complex tasks with ease.

Whether you're at the beginning of your automation journey or already an automation pro, something here will align with your needs.

Simplify e-commerce operations

The beauty of multi-staged integrations is that they offer a clever way to monitor your e-commerce store, track failed payments, or create an order database in one seamless workflow.

Streamline order management

• Workflow: Paperform → Shopify

A Paperform order form triggers an automatic creation of the order in Shopify for management.

Craft customized** products**

• Workflow: Paperform →  Shopify →  Gmail

Customers can choose images, text, and other customization options through a Paperform order form. The personalized order is automatically created in  Shopify and a confirmation email is sent.

Simplify refunds****

• Workflow: Paperform → Shopify → Help Scout

Handle refunds through a Paperform form; validate the order in Shopify, get a refund, and notify the customer.

Align and collaborate with teams

Enhance collaboration and keep your project on track by automating key procedures like approval requests, work intake, and status updates. Below are a few Paperform project management automations built with Make.

Automate approval requests

• Workflow: Paperform → Airtable → Slack

Stakeholders submit a file using Paperform that's automatically added to an Airtable record, triggering an approval request to relevant stakeholders via Slack. If approved, the designer and project manager are notified; if denied, the designer is notified to review and resubmit.

Streamline internal approvals

• Workflow: Paperform → Notion → Slack

Team members fill in a Paperform with relevant details for design or content requests. The details are added to a Notion database and queued on a schedule, with a Slack message sent to the requester when the task is approved or begun.

Simplify project status updates

• Workflow: Paperform → Databox

Create a status update form in Paperform with questions about milestones, budget, timeline, risks, etc. Team leaders fill out the form, and responses are added to Databox to create graphical representations.

Put human resources on autopilot

By automating your meeting schedule, streamlining the hiring process, and storing all information centrally, you can create an automated HR management system that's responsive, proactive, and in tune with your business.

Centralize meetings

• Workflow: Paperform → Bamboo HR

Schedule meetings or interviews with a booking form and update the employee file to keep track of recorded meetings.

Simplify job interviews

• Workflow: Paperform →  Zoho Recruit

Add new candidates to your HR system based on your job application form, then schedule interviews with Paperform's booking feature.

Easily manage finances

• Workflow: Paperform → Xero

Run a custom financial score based on submitted form data that you automatically add to their customer profile.

Advanced workflow #1: Customer experience

Advanced integration workflows are key in not just resolving customer issues, but in significantly enhancing overall customer experience. Let’s dive into a detailed example showcasing how you can use Make's integrations to efficiently manage customer interactions and feedback.

Scenario overview

A customer encounters a problem with your product and contacts your support team. The following steps outline the process of addressing the issue and gathering feedback, thereby enhancing the customer support experience.

Step 1: Automated email confirmation and data routing

• Workflow: Paperform → Gmail → HubSpot → Help Scout

When a customer submits a query via the support form, an automated confirmation email is sent through Help Scout. The form data is then stored and routed to the appropriate customer service specialist in Intercom.

Step 2: Customer feedback collection

• Workflow: Help Scout → Paperform

Following issue resolution, the customer is sent a customer satisfaction survey via Paperform embedded in a Help Scout email.

Step 3: Personalized thank-you email

• Workflow: Paperform → Bravo

After the customer completes the survey, a personalized thank-you email is sent to them via Mailchimp.

Advanced workflow #2: Lead management

Lead generation and management can be complex and time-consuming. Here, we present an advanced example demonstrating how to capture, qualify, and manage new leads automatically.

Scenario overview

A lead interacts with a Paperform lead magnet and their email is verified by Kickbox. Valid emails are promptly added to the 'New Leads' list in HubSpot's CRM, and the sales team gets an alert on Slack about these new prospects. Emails that don't pass verification land in Mailchimp's 'Undeliverable List', keeping the database clean and accurate.

Step 1: Lead and subscriber validation

• Workflow: Paperform → Kickbox → Mailchimp

Leads interact with a Paperform lead magnet and enter their email, which is verified by Kickbox. Invalid emails are added to Mailchimp's 'Undeliverable List'.

Step 2: Personalized follow-up and nurture emails

• Workflow: Webhook → Kickbox → Mailchimp

After email verification through a webhook, deliverable emails are added to a targeted lead management nurture campaign within Mailchimp.

Step 3: Store lead information

• Workflow: Paperform → HubSpot

Prospective leads’ details are added to Hubspot if their email is "deliverable" following Kickbox verification.

Step 4: Lead communication

• Workflow: HubSpot → Slack

New leads are added to Hubspot's 'New Lead' list, and the sales team is notified via Slack.

Bonus step: Lead qualification

• Workflow: Paperform → Clearbit → HubSpot → Google Sheets

When a lead submits their form, their information or lead score is updated and added to the CRM in Hubspot.

Find your perfect automation match

Unsure which integration is right for your business needs? Take our quick and easy quiz to discover the best Paperform and Make automation solutions tailored for you.

It's a fun, insightful way to pinpoint the tools that will boost your productivity and streamline your processes. Just answer a few simple questions, and let us guide you to your ideal automation setup.

Build a better business with Paperform and Make

Step into the world of easy automation with Paperform and Make. It’s not just about doing things faster; it’s about having more time for what really matters in your business.

Give our workflows a whirl, or start with a template, and experience the difference yourself. And hey, don't forget to claim your extended free trial of Pro plans with the code PFMAKE0.

Grab your exclusive, extended free trial of the Pro Plan with Make – available for a limited time.

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• A guide to email automation
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• 6 ways to automate lead management with Paperform and Zapier