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AdminPulse + Interact

Create new AdminPulse documents from Interact leads

Effortlessly streamline your lead management process with this powerful workflow, which connects your Interact app and AdminPulse app. Whenever a new lead is captured in Interact, a document will be created in AdminPulse, saving you time and ensuring consistent data across both apps. Focus on growing your business with this seamless integration that simplifies tasks and boosts productivity.

Effortlessly streamline your lead management process with this powerful workflow, which connects your Interact app and AdminPulse app. Whenever a new lead is captured in Interact, a document will be created in AdminPulse, saving you time and ensuring consistent data across both apps. Focus on growing your business with this seamless integration that simplifies tasks and boosts productivity.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    AdminPulseAdminPulse
    Create Document

    Creates a new document.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • FileRequired

    • Document TypeRequired

    • Creation Date

    • Document Date

    • Relation Identifier

    • Tags (semicolon delimited)

    Action
    Write

    • Registration dateRequired

    • Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required

    • User e-mail (If empty uses the user connected through Zapier)

    • Resource identifierRequired

    • Time fromRequired

    • Time toRequired

    • Remark internal

    • Remark invoice

    Action
    Write

    • Relation typeRequired

    • Crm TypeRequired

    • First name (not for companies)

    • Infix

    • NameRequired

    • National number (not for companies)

    • Enterprise number (not for natural persons)

    • Legal form XBRL code (not for natural persons)

    • Birth date (ddMMyyyy, not for companies)

    • Country 2-letter codeRequired

    • Language

    • Website

    • Telephone number

    • Mobile phone number

    • Email

    • Remark

    • Address - Street

    • Address - Additional info

    • Address - Number

    • Address - Box

    • Address - City

    • Address - Zip code

    • Address - Country 2-letter code

    • Code

    • Number of employees

    • Payment method

    • Accounting relation code

    • Jurisdiction

    • Sector

    • Rsz number

    • E-mail address or employee guid for Associate

    • E-mail address or employee guid for Responsible

    • E-mail address or employee guid for Assistant

    • E-mail address or employee guid for Backup Assistant

    Action
    Write

    • Main task IdRequired

    • Task templateRequired

    • Sub Task templateRequired

    • Deadline

    • Is blocked

    • Inapplicable

    • StatusRequired

    • Tags (semicolon delimited)

    Action
    Write
adminpulse logo
adminpulse logo

About AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Related categories

  • Accounting
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier