Firmao + PepaDocs

Firmao + PepaDocs integrations

Create companies in Firmao from new lines in a Pepadocs database

Pepadocs allows you to create different databases. With this integration, whenever there are new lines in your chosen Pepadocs database, corresponding Firmao companies will be generated automatically.

When this happens...
DataBase: When a New Line Is CreatedTriggers when a new line of data is created in a choosed FlexData of your entity.
TriggerInstant
automatically do this!
Create CompanyCreates a Company 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
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
- 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
Try It
- Run trigger when updated
Trigger
Polling
Try It
- 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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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.

Firmao + PepaDocs

Firmao + PepaDocs

Create companies in Firmao from new lines in a Pepadocs database

More things you can do with PepaDocs and Firmao

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