Connect Payaca and Pocket Receptionist to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Payaca with Pocket Receptionist - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Accepted Quote" from Payaca.

Add your action

An action happens after the trigger—such as "Create Email Assist" in Pocket Receptionist.

You’re connected!

Zapier seamlessly connects Payaca and Pocket Receptionist, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write
- Location
  Required
- Phone Number
  Required
- Request
  Required
Action
Write

Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
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- Customers name
  Required
- Email
  Required
- Contact number
- Address
- City
- Postcode
Action
Write
- Delivery
  Required
- Account
  Required
Trigger
Instant
Try It

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Payaca and Pocket Receptionist to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Payaca to Pocket Receptionist integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

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Related categories

Sales & CRM

About Pocket Receptionist

Pocket Receptionist provides a comprehensive call handling service designed to enhance your business communication.