PEP Cloud Integrations
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QuickBooks Online
AccountingWebhooks by Zapier
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Documents, ZapierPipeline CRM
CRM (Customer Relationship Management)Paths by Zapier
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CRM (Customer Relationship Management)Connect your apps and automate workflows
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Get started with PEP Cloud workflows
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- Client CreatedTriggers when a new client is created.Trigger
- eBid CreatedTriggers when an eBid is created.Trigger
- eBid LostTriggers when an eBid is lost.Trigger
- eBid WonTriggers when an eBid is won.Trigger
- Create or Update ClientCreates a new client or updates an existing client first based on email and then based on first and last name.Action
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