STEP 1
Connect Autopilot and Paperform
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Autopilot and Paperform Integration
Keep Autopilot and Paperform in sync by integrating their events and actions. When marketing events happen in Autopilot, update the Paperform automatically - without any line of code in visual workflow builder.
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Learn about Autopilot and Paperform
Detailed info you need to know about Autopilot and Paperform integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Autopilot to Paperform
Set up your Autopilot and Paperform integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Autopilot and Paperform nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Autopilot and Paperform. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Autopilot and Paperform work in WEXTL?
WEXTL exposes actions and triggers for Autopilot and Paperform that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Autopilot triggersPaperform actions
Autopilot modules
- Archive ContactArchives one or more contacts.
- Create Custom FieldCreates a person custom field.
- Create or Update AccountCreates or updates an account.
- Create or Update ContactCreates or updates a contact by email.
- Delete ContactPermanently deletes archived contacts.
- Get Campaign ReportReturns analytics for a campaign.
- Get ContactReturns a single contact by email or ID.
- List AudiencesRetrieves marketing audiences.
- List CampaignsRetrieves campaigns and journeys in a date range.
- List ContactsRetrieves a list of contacts.
- List TagsRetrieves contact tags.
- Log Activity EventLogs custom activity events that can trigger journeys.
- Make an API CallPerforms an arbitrary authorized API call.
- Modify Activity DefinitionModifies an activity definition.
- Subscribe or Unsubscribe Contact to AudienceSubscribes or unsubscribes contacts from an audience.
- Update Custom FieldUpdates a person custom field.
- Watch Contact AddedWatch Contact Added — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then attach this webhook as a data destination on the built-in Person created CDP activity.
- Watch Contact UpdatedWatch Contact Updated — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then attach this webhook to a tracked field-change activity.
- Watch Journey EnteredWatch Journey Entered — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then add a Send to Webhook action at the start of your journey and select this webhook.
- Watch Journey ExitedWatch Journey Exited — Ortto has no API to subscribe a webhook, so this connects manually. In Ortto, go to Data sources → New data source → Webhook (advanced), paste the URL shown above, then add a Send to Webhook action at the end of your journey and select this webhook.
Paperform modules
- Cancel a DocumentCancels a document. Document must be in progress to be cancelled.
- Copy a DocumentDuplicate and make a new copy of a document.
- Create a CouponCreates a specific coupon on a form.
- Create a FolderCreates a new folder.
- Create a ProductCreates a new product on a form.
- Create a SpaceCreate a new space.
- Create a TranslationCreate a new translation.
- Delete a CouponDeletes a specific coupon by code.
- Delete a Partial SubmissionDeletes a specific partial submission by ID.
- Delete a ProductDeletes a specific product by SKU.
- Delete a SubmissionDeletes a specific submission by ID.
- Delete a TranslationDeletes a specific translation by ID.
- Download a DocumentDownloads the completed (fully signed) document as a PDF.
- Generate a Document Signing LinkGnerates a signing link for a signer.
- Get a CouponReturns a coupon for a form that is accessible by the authorized user.
- Get a DocumentReturns a specific document by ID.
- Get a Document Download LinkReturns a link to download the completed (fully signed) document as a PDF.
- Get a FormReturns a specific form by slug or ID.
- Get a Partial SubmissionReturns a specific partial submission by ID.
- Get a ProductReturns the product available for a specific form by SKU.
- Get a SpaceReturns a spaces by ID.
- Get a SubmissionReturns a specific submission by ID.
- Get a TranslationReturns a translation by ID.
- List CouponsReturns a list of coupons for a form that are accessible by the authorized user.
- List DocumentsReturns a list of documents.
- List FoldersReturns a list of Papersign folders.
- List Form FieldsReturns the list of fields available for a specific form by slug or ID.
- List FormsReturns a list of forms that are accessible by the authorized user.
- List Paper SpacesReturns a list of Papersign spaces.
- List Partial SubmissionsReturns a list of partial submissions for a form matching the requested parameters.
- List ProductsReturns the list of products available for a specific form by slug or ID.
- List Space FormsReturns a list of forms for a space that are accessible by the authorized user.
- List SpacesReturns a list of spaces that are accessible by the authorized user.
- List SubmissionsReturns a list of submissions for a form matching the requested parameters.
- List TranslationsReturns a list of translations that are accessible by the authorized user.
- Make a Document DraftCreates a draft document without sending it.
- Make an API CallPerform an arbitrary authorized API request to PaperForm API.
- Move a DocumentMoves a document to a new location.
- Send a DocumentSends a document.
- Update a CouponUpdates a specific coupon by code.
- Update a FormUpdates a specific form by slug or ID.
- Update a ProductUpdates a specific product on a form by SKU.
- Update a Product QuantityUpdates the quantity for a product.
- Update a Product Quantity SoldUpdates the quantity for a product sold.
- Update a SpaceUpdate a space name.
- Update a TranslationUpdate a translation by it's Id.
- Watch Document EventsTriggers on new document record.
- Watch DocumentsTrigger when a new document is created.
- Watch Form EventsTriggers on new form data.
- Watch FormsTrigger when a new form is created.
Frequently asked questions
Common questions about connecting Autopilot and Paperform.
Connect your Autopilot and Paperform accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Autopilot's "Watch Contact Added" fires, WEXTL can "Cancel a Document" in Paperform. Autopilot has 4 triggers (including Watch Contact Added, Watch Contact Updated, and Watch Journey Entered); Paperform has 46 actions (including Cancel a Document, Copy a Document, and Create a Coupon). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Autopilot-to-Paperform automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Autopilot (or Paperform) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Autopilot + Paperform automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Autopilot and Paperform integration.
- Autopilot and Paperform integration source code, module specs and credentials implementation.
- Our Autopilot and Paperform integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Autopilot and Paperform — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Autopilot integration information
- Paperform integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library