Firmao + PepaDocs

Firmao + PepaDocs integrations

Create PepaDocs reports for new Firmao tasks

When you create a new task in Firmao, you can automatically transform it into a PepaDocs report.

When this happens...
New or Updated TaskTriggers when a task 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 reports in Pepadocs when new deals are concluded in Firmao

Create companies in Firmao from new lines in a Pepadocs database