AdminPulse + involve.me

Create documents in AdminPulse from new completed submissions in involve.me

Save time and streamline your workflow by automating document creation in AdminPulse whenever you receive new completed submissions in involve.me. This process efficiently manages and organizes completed submissions, ensuring essential documents are always up-to-date and accessible for your team. Focus on growing your business while eliminating manual data entry tasks.

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Supported triggers and actions

- involve.me FunnelRequired
Trigger
Instant
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Document Updated
Triggers when a document is updated in AdminPulse.
Trigger
Instant
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Registration Updated
Triggers when a registration is updated in AdminPulse.
Trigger
Instant
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- CRM types
- Relation types
- Fields to watch for changes
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Task Updated
Triggers when a task is updated in AdminPulse.
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- From EmailRequired
- To Emails (comma delimited)Required
- CC Emails (comma delimited)
- SubjectRequired
- BodyRequired
- Internet Message IdRequired
- Attachments
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 IDRequired
- StreetRequired
- NumberRequired
- Box
- Zip codeRequired
- CityRequired
- Country code (2 letter ISO format, for example BE)Required
- Main address
Action
Write
- Relation IDRequired
- E-mail addressRequired
- Remark
- Main e-mail address
Action
Write
- Relation IDRequired
- URLRequired
- Website typeRequired
Action
Write
- 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
- NameRequired
- Remark
- DeadlineRequired
Action
Write
- TaskRequired
- SubtaskRequired
- StatusRequired
- RelationRequired
- Deadline
- Is blocked
- Inapplicable
Action
Write

Document Created
Triggers when a document is created in AdminPulse.
Trigger
Instant
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Registration Created
Triggers when a registration is created in AdminPulse.
Trigger
Instant
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- CRM types
- Relation types
Trigger
Instant
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Task Created
Triggers when a task is created in AdminPulse.
Trigger
Instant
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- FileRequired
- Document TypeRequired
- Creation Date
- Document Date
- Relation Identifier
- Tags (semicolon delimited)
Action
Write
- TitleRequired
- DescriptionRequired
- Relation IdentifierRequired
- Interaction TypeRequired
- Date (ddMMyyyy)Required
- Time (HH:mm)Required
Action
Write
- 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
- Tag
Action
Write
- Relation typeRequired
- Crm TypeRequired
- NameRequired
- First name (not for companies)
- Infix
- Commercial name
- National number (not for companies)
- Enterprise number (not for natural persons)
- Legal form (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
- Tags
- End fiscal year (ddMMyyyy)
- LEI code
- LEI expiry date (ddMMyyyy)
- Publication number
- Last UBO onine since date (ddMMyyyy)
- Foundation date (ddMMyyyy)
- Foundation notification date (ddMMyyyy)
- Publication date (ddMMyyyy)
- Identification remark
- Legal remark
- Compliance remark
- Fiscal remark
- Code
- Address - Street
- Address - Additional info
- Address - Number
- Address - Box
- Address - City
- Address - Zip code
- Address - Country 2-letter code
- Number of employees
- Payment method
- Handling level
- Handling level clarification
- Accounting relation code
- Social secretariat
- Social secretariat identifier
- Social security fund
- Social security identifier
- Jurisdiction
- Sector
- Rsz number
- E-mail address or user id for Associate
- E-mail address or user id for Responsible
- E-mail address or user id for Assistant
- E-mail address or user id for Backup Assistant
- E-mail address or user id for billing user
- E-mail address or user id for senior user
- Subscribed capital
- Paid up capital
- Relation group
- Politically exposed person
- ID card expiry date (ddMMyyyy)
- VAT periodicity
- AML Risk level
- AML finalization date (ddMMyyyy)
- AML expiration date (ddMMyyyy)
- Liquidation date (ddMMyyyy)
- Total number of shares
- Total number of voting rights
- Number number of unknown shares
- Number number of unknown voting rights
- Share register
Action
Write
- Relation IDRequired
- Name
- First name (not for companies)
- Infix
- Commercial name
- Birth date (ddMMyyyy)
- Website
- Telephone number
- Mobile phone number
- Email
- Tags
- End fiscal year (ddMMyyyy)
- LEI code
- LEI expiry date (ddMMyyyy)
- Publication number
- Last UBO onine since date (ddMMyyyy)
- Foundation date (ddMMyyyy)
- Foundation notification date (ddMMyyyy)
- Publication date (ddMMyyyy)
- Identification remark
- Legal remark
- Compliance remark
- Fiscal remark
- Code
- Address - Street
- Address - Additional info
- Address - Number
- Address - Box
- Address - City
- Address - Zip code
- Address - Country 2-letter code
- number of employees
- Payment method
- Handling level
- Handling level clarification
- Accounting relation code
- Social secretariat
- Social secretariat identifier
- Social security fund
- Social security identifier
- Jurisdiction (RPR)
- Sector
- Rsz number
- E-mail address or user id for associate
- E-mail address or user id for responsible
- E-mail address or user id for assistant
- E-mail address or user id for backup assistant
- E-mail address or user id for billing user
- E-mail address or user id for senior user
- Subscribed capital
- Paid up capital
- Relation group
- Politically exposed person
- ID card expiry date (ddMMyyyy)
- VAT periodicity
- AML Risk level
- AML finalization date (ddMMyyyy)
- AML expiration date (ddMMyyyy)
- Liquidation date (ddMMyyyy)
- Total number of shares
- Total number of voting rights
- Number number of unknown shares
- Number number of unknown voting rights
- Share register
Action
Write
- Task templateRequired
- 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
- Remark
- DeadlineRequired
- Tags (semicolon delimited)
Action
Write
- Task IDRequired
- Name
- Assigned user
- Status
- Is blocked
- Inapplicable
- Deadline
- Remark
- Tags
Action
Write