AdminPulse + involve.me
Create documents in AdminPulse from new completed submissions in involve.me
Save time and streamline your workflow by automating document creation in AdminPulse whenever you receive new completed submissions in involve.me. This process efficiently manages and organizes completed submissions, ensuring essential documents are always up-to-date and accessible for your team. Focus on growing your business while eliminating manual data entry tasks.
Save time and streamline your workflow by automating document creation in AdminPulse whenever you receive new completed submissions in involve.me. This process efficiently manages and organizes completed submissions, ensuring essential documents are always up-to-date and accessible for your team. Focus on growing your business while eliminating manual data entry tasks.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Document
Creates a new document.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItFrom EmailRequired
To Emails (comma delimited)Required
CC Emails (comma delimited)
SubjectRequired
BodyRequired
Internet Message IdRequired
Attachments
Registration dateRequired
Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
User e-mail (If empty uses the user connected through Zapier)
Resource identifierRequired
Time fromRequired
Time toRequired
Remark internal
Remark invoice
Relation typeRequired
Crm TypeRequired
First name (not for companies)
Infix
NameRequired
National number (not for companies)
Enterprise number (not for natural persons)
Legal form XBRL code (not for natural persons)
Birth date (ddMMyyyy, not for companies)
Country 2-letter codeRequired
Language
Website
Telephone number
Mobile phone number
Email
Remark
Address - Street
Address - Additional info
Address - Number
Address - Box
Address - City
Address - Zip code
Address - Country 2-letter code
Code
Number of employees
Payment method
Accounting relation code
Jurisdiction
Sector
Rsz number
E-mail address or employee guid for Associate
E-mail address or employee guid for Responsible
E-mail address or employee guid for Assistant
E-mail address or employee guid for Backup Assistant
FileRequired
Document TypeRequired
Creation Date
Document Date
Relation Identifier
Tags (semicolon delimited)
TitleRequired
DescriptionRequired
Relation IdentifierRequired
Interaction TypeRequired
Date (ddMMyyyy)Required
Time (HH:mm)Required
Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
Tag
Task templateRequired
Relation APR Code (This field has to contain the APR Code, it will be extracted from the text if other info is also in place.)Required
Remark
DeadlineRequired
Tags (semicolon delimited)
