Build Flowlu forms with Paperform

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.

Stepper workflows

Direct

Run a Stepper workflow when someone submits your form: 19 Flowlu actions and 8 triggers, included in your Paperform account.

  1. Open Stepper from your Paperform account and create a workflow.
  2. Start it with the Paperform “New Submission” trigger and choose your form.
  3. 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 fieldQuestion on your formRequired
First NameNameYes
Last NameNameNo
EmailEmailNo
PhonePhone numberNo
OwnerDropdown or choiceNo
IndustryDropdown or choiceNo
CategoryDropdown or choiceNo
DescriptionLong answerNo

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

Questions

Bring us the workflow that keeps breaking

Start with the one form whose data never quite lands where it should. Connect the rest when you're ready.

Start building