Streamline your workflows by integrating Paxform with the applications your team already uses. Automate data flow, eliminate manual entry, and create seamless processes across your entire business ecosystem
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Cloud Storage Integrations
Collaboration & Communication
CRM & Sales Platforms
Calendar & Scheduling
Business Management Platforms
Accounting & Finance Systems
Legal Practice Management
Developer Tools & Custom Integrations
Connect Paxform directly to Google Drive to automatically store form submissions, attachments, and generated documents in your chosen folders. Maintain organized file structures while enabling real-time collaboration across your team.
Seamlessly sync Paxform data with OneDrive for Business or personal accounts. Automatically save completed forms, supporting documents, and audit trails to your OneDrive storage with intelligent folder mapping and version control.
Link Paxform to Dropbox for secure, automatic document storage. Route form submissions and attachments to designated Dropbox folders, making it easy to share completed forms with clients, partners, or team members.
Enterprise-grade integration with SharePoint enables centralized document management, compliance tracking, and team collaboration. Automatically populate SharePoint libraries with form data and maintain your organization’s information architecture.
Bring form notifications directly into your Slack channels. Receive instant alerts when forms are submitted, approvals are needed, or workflows require attention—keeping your team informed without leaving their communication hub.
Automatically create or update HubSpot contacts, companies, and deals from Paxform submissions. Streamline lead capture, customer onboarding, and sales processes by eliminating duplicate data entry between systems.
Connect form submissions directly to your Pipedrive sales pipeline. Automatically create leads, update deal stages, and attach supporting documents to keep your sales team focused on closing rather than data entry.
Sync Paxform data with Monday CRM to maintain unified customer records. Transform form submissions into actionable items, track customer interactions, and automate follow-up workflows within your Monday boards.
Enable appointment scheduling directly from Paxform. Automatically create calendar events, send meeting invitations, and sync availability—perfect for consultation requests, interview scheduling, or service appointments.
Connect Paxform with Zoho CRM, Zoho Books, or other Zoho applications. Create a unified ecosystem where form data flows seamlessly across your business operations, from lead generation to invoicing.
Bridge the gap between data collection and financial management. Automatically create Xero invoices, contacts, or purchase orders from Paxform submissions, ensuring your accounting records stay current without manual data transfer.
Integrate Paxform with MYOB accounting software to streamline financial workflows. Generate invoices, update client records, and maintain accurate financial data by connecting form submissions directly to your MYOB account.
Purpose-built for legal professionals, this integration connects Paxform to Clio’s practice management platform. Automatically create matters, contacts, and documents while maintaining compliance with legal industry standards.
Designed for law firms using Smokeball, this integration enables automatic matter creation, client intake automation, and document generation—reducing administrative burden and improving client onboarding efficiency.
Connect Paxform with FYI’s document management system to maintain organized client files. Automatically route completed forms, supporting documents, and correspondence to the appropriate client folders and matters.
Integrate with WorkSorted’s workflow and document management platform. Automate task creation, document filing, and client communication based on form submissions—ideal for accounting and professional services firms.
Build custom integrations using Paxform’s comprehensive REST API. Access form data, trigger workflows, and create sophisticated automation tailored to your organization’s unique requirements with full developer documentation and support.
Configure real-time webhooks to push form submission data to any external system. Enable event-driven workflows, instant notifications, and seamless data synchronization with your custom applications or third-party services.
Connect Paxform to 5,000+ applications through Zapier. Create no-code automation workflows that link form submissions to virtually any cloud application—from email marketing platforms to project management tools.
We continuously expand our integration library based on customer requirements. Share your integration needs and we’ll prioritize development to support your business objectives.
Customers receive a secure link via email or SMS that directs them to a guided verification process. They follow simple prompts to provide required information, submit documentation, and complete identity confirmation steps based on your configured requirements.
Paxform’s automated identity verification solution supports multiple methods designed to meet diverse regulatory and licensing requirements.
- Document & biometric authentication (passport, driver’s license, national ID, etc.)
- Facial biometric matching for real-time user identity validation
- Address verification and knowledge-based authentication (KBA) for risk-based verification
- Multi-factor identity verification integrating both digital and manual checks for enhanced security. These capabilities make Paxform ideal for regulated industries such as fintech, insurance, healthcare, and licensing authorities.
Paxform offers adaptable payment options for KYC verification services. You can either cover verification costs as part of client onboarding or transfer them to customers at checkout. All payments are securely processed with transparent fee disclosure and managed through automated workflows that reduce manual effort and maintain compliance.
Verification speed depends on the level of due diligence required.
- Basic KYC checks are typically completed within minutes, ensuring a fast client onboarding experience.
- Enhanced verification involving risk scoring and identity verification may take longer depending on document quality and jurisdictional checks.
Throughout the process, users receive real-time status updates, with all data secured through encrypted data collection methods.
Paxform’s identity verification platform automatically adapts to evolving KYC requirements and regulatory compliance standards.
- The system regularly syncs with central databases to confirm the authenticity of licenses, credentials, and documents.
- When offline, basic verification features validate license format and document security elements.
- Once connectivity is restored, full verification completes automatically, maintaining regulator compliance across all jurisdictions.
- Our compliance team continuously monitors KYC verification policies to ensure all configurations remain up to date.