Flowlu is an all-in-one business management platform for project management, CRM, finance, and team collaboration.
Paperform connects to Flowlu directly through Stepper workflows.
Each submission can become a task, card or item in Flowlu, so requests don't sit in an inbox.
How Flowlu connects to Paperform
Direct methods run inside your Paperform account. Zapier and Make are there too if your team already uses them.
Run a Stepper workflow when someone submits your form: 19 Flowlu actions and 8 triggers, included in your Paperform account.
- Open Stepper from your Paperform account and create a workflow.
- Start it with the Paperform “New Submission” trigger and choose your form.
- Add a Flowlu step, connect your account and map the submission’s answers to its fields.
Flowlu actions in Stepper
- Create Contact
- Create Organization
- Update Contact
- Update Organization
- Create Opportunity
- Update Opportunity
- Create Task
- Update Task
- Create Project
- Update Project
- +9 more
Flowlu events that can start a workflow
- New Contact
- New Organization
- New Opportunity
- New Task
- New Project
- New Invoice
- Updated Opportunity
- Updated Task
What your form sends to Flowlu
For example, with a Stepper workflow the “Create Contact” action takes these fields. Map each one to a question
on your form, and every submission fills them in.
| Flowlu field | Question on your form | Required |
|---|
| First Name | Name | Yes |
| Last Name | Name | No |
| Email | Email | No |
| Phone | Phone number | No |
| Owner | Dropdown or choice | No |
| Industry | Dropdown or choice | No |
| Category | Dropdown or choice | No |
| Description | Long answer | No |
Start from a template
Pick a template, then connect it to Flowlu. There are 30,000+ in the
templates directory.
Related
More project management & productivity integrations · Request templates · Project management templates