IntegrationPaxform + Zapier Integration
Connect Paxform to 5,000+ applications without writing a single line of code. Use Zapier’s automation platform to create powerful workflows that link form submissions to virtually any cloud service.
Build By
Zapier
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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- Description
- Features
About Zapier Integration
The Paxform Zapier integration opens unlimited possibilities for form automation by connecting to Zapier’s ecosystem of over 5,000 applications. Whether you need to add form submissions to your email marketing platform, create tasks in project management tools, send SMS notifications, or update spreadsheets—Zapier makes it possible without technical expertise or custom development.
This integration is perfect for organizations that use multiple cloud applications and want to create seamless data flows between them. Instead of building custom integrations for every tool in your stack, Zapier provides a no-code solution that lets you connect Paxform to virtually any business application, enabling sophisticated automation workflows in minutes rather than months.
How it Works
- Create a Zap
Log into your Zapier account and create a new Zap using Paxform as the trigger. Choose which form or forms will start the automation workflow.
- Configure Trigger Event
Select what event starts the Zap—new form submission, submission approved, status changed, or comment added. Filter to only trigger for specific forms or submission criteria.
- Add Action Steps
Choose what happens next by adding actions in other applications. Send data to email tools, CRMs, spreadsheets, communication platforms, or any of 5,000+ supported apps.
- Map Fields & Test
Connect Paxform field values to fields in your destination applications. Test your Zap to ensure data flows correctly, then activate for automatic operation.
Use Cases
Email Marketing Automation
Automatically add form submissions to your email marketing campaigns for immediate follow-up.
- Add contacts to Mailchimp, ConvertKit, or ActiveCampaign lists
- Trigger welcome email sequences based on form selection
- Tag subscribers with interests or preferences from form data
- Update subscriber fields with submission information
- Remove contacts from lists based on form responses (unsubscribe requests)
Project Management Integration
Convert form submissions into actionable tasks in your project management system.
- Create Asana, Trello, or Monday.com tasks from support requests
- Generate Jira tickets with form data pre-populated
- Add submissions to Basecamp or ClickUp project boards
- Assign tasks automatically based on form category or urgency
- Include form attachments as task descriptions or comments
Spreadsheet Data Collection
Build comprehensive data repositories by sending form submissions to Google Sheets or Excel Online.
- Append each submission as a new row in tracking spreadsheets
- Create separate sheets for different form types
- Perform calculations or data analysis on submitted data
- Share live-updating spreadsheets with stakeholders
- Archive submissions for compliance or historical analysis
Communication & Notification Systems
Route form submissions to your team’s communication tools beyond standard email.
- Send SMS notifications via Twilio for urgent submissions
- Post updates to Microsoft Teams channels
- Create Discord notifications for community-driven forms
- Send push notifications via OneSignal or Pushover
- Trigger automated phone calls for critical alerts
E-Commerce & Payment Processing
Connect form submissions to your e-commerce platform or payment systems.
- Create Shopify customers or orders from product request forms
- Generate WooCommerce orders for service bookings
- Send invoices via PayPal or Stripe for payments
- Add customers to Square or Braintree for recurring billing
- Track revenue in accounting systems like QuickBooks Online
Calendar & Scheduling
Turn form submissions into calendar events or booking confirmations.
- Create Google Calendar or Outlook calendar events
- Send Calendly booking confirmations
- Add appointments to Acuity Scheduling
- Block time on team member calendars automatically
- Send meeting invitations to form submitters
CRM & Sales Pipeline
Feed form data into your sales process for faster lead follow-up.
- Create or update contacts in Salesforce
- Add deals to Zoho CRM pipeline
- Update Insightly project and contact records
- Add notes to Copper CRM based on form submissions
- Score leads in Close CRM automatically
Database & Backend Systems
Connect forms to databases and backend services for custom applications.
- Add records to Airtable bases for custom tracking
- Insert data into MySQL or PostgreSQL databases
- Update records in Amazon DynamoDB
- Send data to custom APIs via Webhooks by Zapier
- Populate Notion databases with structured form data
Document Generation & E-Signatures
Automate document creation and signing workflows from form submissions.
- Generate DocuSign envelopes for signature collection
- Create PandaDoc documents pre-filled with form data
- Generate proposals in Proposify automatically
- Create HelloSign signature requests
- Populate PDF templates using WebMerge
Social Media & Content Publishing
Post form content to social media platforms or content management systems.
- Create WordPress blog posts from submission content
- Schedule social media posts to Buffer or Hootsuite
- Add content to Medium or Ghost publishing platforms
- Post updates to LinkedIn or Twitter
- Create YouTube video descriptions from form data
Zapier Integration Features
Leverage Zapier’s extensive application ecosystem to connect Paxform with thousands of business tools, enabling no-code automation workflows that match your unique business processes.
- New Form Submission: Start Zaps immediately when any form is submitted
- Specific Form Triggers: Configure Zaps to trigger only for designated forms
- Submission Approved: Launch workflows when submissions complete approval processes
- Submission Rejected: Handle rejected submissions with alternative workflows
- Status Changed: Trigger when form status updates to specific values
- Comment Added: React to new comments or team collaboration activity
- Attachment Uploaded: Start workflows when specific files are attached
- Workflow Stage: Trigger at specific points in multi-stage workflows
- Dynamic Field Access: All form fields available as variables in Zaps
- Attachment URLs: Access direct links to uploaded files for transfer to other systems
- Metadata Access: Use submission date, submitter information, and form details in workflows
- Custom Field Support: Map conditional fields and dynamic form elements
- Formatted Data: Access formatted versions of dates, numbers, and currency values
- Multi-Select Values: Handle checkbox and multi-select fields as lists or comma-separated values
- File Content: Some actions support transferring actual file content, not just URLs
- Conditional Logic: Run Zaps only when specific form values meet criteria
- Filter by User: Trigger workflows based on submitter identity or organization
- Value Matching: Filter based on field values, ranges, or patterns
- Multiple Conditions: Combine multiple filter criteria with AND/OR logic
- Negative Filters: Exclude certain submissions from workflow triggers
- Regular Expressions: Use advanced pattern matching for complex filter rules
- Action Chains: Connect multiple applications in a single automated workflow
- Branching Logic: Take different actions based on form data using Paths in Zapier
- Lookup Tables: Reference external data to enhance or validate form submissions
- Delay Actions: Schedule workflow steps to occur after specific time periods
- Error Handling: Define backup actions if primary actions fail
- Formatters: Built-in tools to reformat dates, text, numbers, and URLs
- Concatenation: Combine multiple form fields into single values
- Calculations: Perform mathematical operations on numeric form data
- Text Processing: Convert case, extract substrings, or find-and-replace text
- Date Math: Calculate future dates, time differences, or convert timezones
- Code Steps: Write custom JavaScript or Python for complex transformations (Zapier Premium)
- 5,000+ Apps: Access to Zapier’s entire application marketplace
- Popular Tools: Pre-built integrations with Gmail, Slack, Salesforce, Google Sheets, and more
- Webhooks: Send data to any custom API endpoint
- Email by Zapier: Send formatted emails without external email service
- Storage by Zapier: Temporarily store data between workflow steps
- Real-Time Triggers: Instant trigger via webhooks (no polling delay)
- Automatic Retries: Failed actions automatically retry at intervals
- Error Notifications: Email alerts when Zaps encounter errors
- Task History: Complete log of all Zap executions with success/failure status
- Execution Metrics: Track Zap performance and usage statistics
- Secure Authentication: OAuth 2.0 connection between Paxform and Zapier
- Encrypted Data Transfer: All data transmitted securely between systems
- Access Controls: Limit which team members can create or modify Zaps
- Audit Logging: Track all Zap creation, modification, and execution events
- Data Retention: Control how long task history is retained
- New Form Submission: Start Zaps immediately when any form is submitted
- Specific Form Triggers: Configure Zaps to trigger only for designated forms
- Submission Approved: Launch workflows when submissions complete approval processes
- Submission Rejected: Handle rejected submissions with alternative workflows
- Status Changed: Trigger when form status updates to specific values
- Comment Added: React to new comments or team collaboration activity
- Attachment Uploaded: Start workflows when specific files are attached
- Workflow Stage: Trigger at specific points in multi-stage workflows
- Zap Health Dashboard: View status and performance of all active Zaps
- Execution Details: Inspect data sent and received for each Zap run
- Error Diagnostics: Detailed error messages to identify and resolve issues
- Test Mode: Test Zaps with sample data before activating
- Replay Failed Tasks: Manually retry failed Zap runs after fixing issues
- New Form Submission: Start Zaps immediately when any form is submitted
- Specific Form Triggers: Configure Zaps to trigger only for designated forms
- Submission Approved: Launch workflows when submissions complete approval processes
- Submission Rejected: Handle rejected submissions with alternative workflows
- Status Changed: Trigger when form status updates to specific values
- Comment Added: React to new comments or team collaboration activity
- Attachment Uploaded: Start workflows when specific files are attached
- Workflow Stage: Trigger at specific points in multi-stage workflows
- Multi-Step Zaps: Connect 3+ applications in a single workflow
- Premium Apps: Access to advanced applications in Zapier marketplace
- Custom Logic: Advanced filtering and branching capabilities
- Unlimited Zaps: Create as many automation workflows as needed
- Auto-Replay: Automatically retry failed tasks without manual intervention
- Priority Support: Faster response times for technical assistance
- Custom Webhooks: Advanced webhook configurations for complex integrations