Plane is an open-source project management platform for teams to plan, track, and manage their work with issues, cycles, modules, and pages.
Paperform connects to Plane directly through Stepper workflows.
Each submission can become a task, card or item in Plane, so requests don't sit in an inbox.
How Plane 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: 12 Plane actions and 3 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 Plane step, connect your account and map the submission’s answers to its fields.
Plane actions in Stepper
- Create Work Item
- Update Work Item
- Find Work Item
- Search Work Items
- Add Comment
- Create Project
- Create Cycle
- Create Module
- Create Label
- List Projects
- +2 more
Plane events that can start a workflow
- New Work Item
- Updated Work Item
- New Project
What your form sends to Plane
For example, with a Stepper workflow the “Create Work Item” action takes these fields. Map each one to a question
on your form, and every submission fills them in.
| Plane field | Question on your form | Required |
|---|
| Project | Dropdown or choice | Yes |
| Name | Name | Yes |
| Description | Long answer | No |
| State | Dropdown or choice | No |
| Priority | Dropdown or choice | No |
| Assignees | Dropdown or choice | No |
| Labels | Dropdown or choice | No |
| Start Date | Date | No |
Start from a template
Pick a template, then connect it to Plane. There are 30,000+ in the
templates directory.
Related
More project management & productivity integrations · Request templates · Project management templates
