How to install Paperform

Overview

This guide explains how to connect Paperform, a form-building tool, with ChatDaddy to automate workflows (e.g., capturing leads, syncing form responses, or triggering messages).

What do you need before setup?

1. An active ChatDaddy account with integration access enabled.

2. A Paperform account and a form you want to integrate.

Step-by-Step Installation

Prepare Your Paperform Form

Create or Edit Your Form:

• Log in to Paperform and either create a new form or edit an existing one.

• Add the necessary questions. In this case, ensure you have:

  • A phone number field (with the Question ID set to phone).

• An appointment field. Copy this appointment time Question ID, as you will need it later.