Firmao + PepaDocs

Firmao + PepaDocs integrations

Create Firmao tasks for new PepaDocs reports

This Zap allows you to create a task in your Firmao account when a new report is made on PepaDocs. The task can be to check the new report, or simply to inform you that a new report was made. You can include report info in the task.

When this happens...
Document: New ReportTriggers when a new report is created.
TriggerInstant
automatically do this!
Create TaskCreates a new Task in Firmao.
ActionWrite

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More things you can do with PepaDocs and Firmao

Discover other triggers and actions you can use with PepaDocs and Firmao

- Document Modele
  Required
Trigger
Instant
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- FlexData Table
  Required
Trigger
Instant
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- Newsletter System
  Required
Trigger
Instant
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- Reports
  Required
- Category
  Required
Action
Write
- Report Id
  Required
Action
Write

- Report Model
  Required
- Report Id
  Required
Action
Write
- Run trigger when updated
- Has Google Click Identifier (GCLID)
Trigger
Polling
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- Run trigger when updated
Trigger
Polling
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- Customer Name
  Required
- Customer Email
- Customer Phone
- Customer City
- Customer Country
- Customer Post Code
- Customer Street
- Acquisition Method
- Customer status
- Customer Type
- Customer Group
- Description
Action
Write
- Task name
  Required
- Task priority
  Required
- Task status
  Required
- Description
Action
Write

- FlexData Table
  Required
Trigger
Instant
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- FlexData Table
  Required
Trigger
Instant
Try It
- Newsletter System
  Required
Trigger
Instant
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- Report Model
  Required
Action
Write
- Reports
  Required
Action
Write
- Is transaction paid
- Connected customer has Google Click Identifier (GCLID)
- Run trigger when updated
Trigger
Polling
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- Run trigger when updated
Trigger
Polling
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- Run trigger when updated
Trigger
Polling
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- Name
  Required
- Currency
  Required
- Sales Opportunity Value
- Wsparcie sprzedaży
Action
Write

About Firmao

CRM and ERP software for your business to manage customers and tasks.

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Related categories

CRM (Customer Relationship Management)

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About PepaDocs

PepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.

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Related categories

Website & App Building

Related Zap Templates

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Create companies in Firmao from new lines in a Pepadocs database