Econodata + Ramper Pipeline
Econodata + Ramper Pipeline
Create task organizations in Ramper Pipeline for new companies sent from Econodata
Stay coordinated and efficient by streamlining your business processes between Econodata and Ramper Pipeline. When a company is sent within the Econodata app, this automation will promptly create a task in the organization section of Ramper Pipeline. This workflow ensures you don't miss any critical data, keeping you organized and saving you time for more significant tasks.
- When this happens...Company SentSending a new Company from Econodata.
- automatically do this!Create Task Organization (Adicionar Tarefa - OrganizaĆ§Ć£o)Create a Task for a Organization (Adiciona Tarefa para uma OrganizaĆ§Ć£o)
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More things you can do with Econodata and Ramper Pipeline
Discover other triggers and actions you can use with Econodata and Ramper Pipeline
- Company Sent
Sending a new Company from Econodata.
Try ItTriggerInstant - TagsRequired
- CNPJ
- Website
- E-mail Address
ActionWrite- My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa Ć© adicionada para vocĆŖ).
Try ItTriggerPolling - Opportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Try ItTriggerPolling
- CNPJ
- Site
- E-mail
ActionWrite- Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa Ć© adicionada).
Try ItTriggerPolling - EtapaRequired
Try ItTriggerPolling- Opportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Try ItTriggerPolling
