Weclapp is a cloud-based ERP and CRM platform combining customer management, sales orders, quotations, tasks, opportunities, and support tickets in one solution.
Paperform connects to Weclapp directly through Stepper workflows.
Each submission can create or update a contact or deal in Weclapp, so nobody re-types leads.
How Weclapp 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: 9 Weclapp actions and 4 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 Weclapp step, connect your account and map the submission’s answers to its fields.
Weclapp actions in Stepper
- Create Customer
- Update Customer
- Find Customer
- Create Sales Order
- Create Quotation
- Create Task
- Update Task
- Create Opportunity
- Make HTTP Request
Weclapp events that can start a workflow
- New or Updated Customer
- New Sales Order
- New Quotation
- New Support Ticket
What your form sends to Weclapp
For example, with a Stepper workflow the “Create Customer” action takes these fields. Map each one to a question
on your form, and every submission fills them in.
| Weclapp field | Question on your form | Required |
|---|
| Company Name | Short answer | No |
| First Name | Name | No |
| Last Name | Name | No |
| Email | Email | No |
| Phone | Phone number | No |
| Mobile Phone | Phone number | No |
| Website | URL | No |
| Party Type | Dropdown or choice | No |
Start from a template
Pick a template, then connect it to Weclapp. There are 30,000+ in the
templates directory.
Related
More crm & sales integrations · Marketing operations · Lead forms
