How to connect PEP Cloud + Thankster
Zapier lets you send info between PEP Cloud and Thankster automatically—no code required.
When this happens...
automatically do this!
- 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
- New AddressTriggers when a new address is created.Trigger
- Send CardsAutomatically send handwritten cards.Action
- Step 1: Authenticate PEP Cloud and Thankster.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.