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.
- automatically do this!Create a ReportCreates a report based on one of your pepadocs models.
- Free forever for core features
- 14 day trial for premium features & apps
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
Try ItTriggerPolling- Run trigger when updated
Try ItTriggerPolling- Run trigger when updated
Try ItTriggerPolling- NameRequired
- CurrencyRequired
- Sales Opportunity Value
- Wsparcie sprzedaĹĽy
ActionWrite
- Run trigger when updated
- Has Google Click Identifier (GCLID)
Try ItTriggerPolling- Run trigger when updated
Try ItTriggerPolling- Customer NameRequired
- Customer Email
- Customer Phone
- Customer City
- Customer Country
- Customer Post Code
- Customer Street
- Acquisition Method
- Customer status
- Customer Type
- Customer Group
- Description
ActionWrite- Task nameRequired
- Task priorityRequired
- Task statusRequired
- Description
ActionWrite
Related categories
Related categories




