AdminPulse + Interact

Create new AdminPulse documents from Interact leads

Effortlessly streamline your lead management process with this powerful workflow, which connects your Interact app and AdminPulse app. Whenever a new lead is captured in Interact, a document will be created in AdminPulse, saving you time and ensuring consistent data across both apps. Focus on growing your business with this seamless integration that simplifies tasks and boosts productivity.

Effortlessly streamline your lead management process with this powerful workflow, which connects your Interact app and AdminPulse app. Whenever a new lead is captured in Interact, a document will be created in AdminPulse, saving you time and ensuring consistent data across both apps. Focus on growing your business with this seamless integration that simplifies tasks and boosts productivity.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    AdminPulseAdminPulse
    Create Document

    Creates a new document.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • FileRequired

    • Document TypeRequired

    • Creation Date

    • Document Date

    • Relation Identifier

    • Tags (semicolon delimited)

    Action
    Write
    • TitleRequired

    • DescriptionRequired

    • Relation IdentifierRequired

    • Interaction TypeRequired

    • Date (ddMMyyyy)Required

    • Time (HH:mm)Required

    Action
    Write
    • 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

    Action
    Write
    • 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)

    Action
    Write
adminpulse logo
adminpulse logo

About AdminPulse

AdminPulse is the online office management software for accountants, bookkeepers and auditors

Related categories

  • Accounting
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier