Firmao + PepaDocs

Firmao + PepaDocs integrations

Create reports in Pepadocs when new deals are concluded in Firmao

With this Zap in place, you can automatically prepare a new report on Pepadocs when a new deal is completed on Firmao. This allows you to prepare a report to be completed later by a member of your team on Pepadocs, without any added clicks or keystrokes.

When this happens...
New or Updated DealTriggers when a deal is created (or updated) in Firmao.
TriggerPolling
automatically do this!
Create a ReportCreates a report based on one of your pepadocs models.
ActionWrite

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More things you can do with Firmao and PepaDocs

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

- Is transaction paid
- Connected customer has Google Click Identifier (GCLID)
- Run trigger when updated
Trigger
Polling
Try It
- Run trigger when updated
Trigger
Polling
Try It
- Run trigger when updated
Trigger
Polling
Try It
- Name
  Required
- Currency
  Required
- Sales Opportunity Value
- Wsparcie sprzedaży
Action
Write
- Document Modele
  Required
Trigger
Instant
Try It

- FlexData Table
  Required
Trigger
Instant
Try It
- Newsletter System
  Required
Trigger
Instant
Try It

- 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
Try It
- Run trigger when updated
Trigger
Polling
Try It
- 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
Try It
- FlexData Table
  Required
Trigger
Instant
Try It
- Newsletter System
  Required
Trigger
Instant
Try It
- Report Model
  Required
Action
Write
- Reports
  Required
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)

Similar apps

Zapier Forms

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

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

Create Firmao tasks for new PepaDocs reports

Create PepaDocs reports for new Firmao tasks

Create companies in Firmao from new lines in a Pepadocs database