Firmao + PepaDocs
Create reports in Pepadocs when new deals are concluded in Firmao
With this Zap in place, you can automatically prepare a new report on Pepadocs when a new deal is completed on Firmao. This allows you to prepare a report to be completed later by a member of your team on Pepadocs, without any added clicks or keystrokes.
With this Zap in place, you can automatically prepare a new report on Pepadocs when a new deal is completed on Firmao. This allows you to prepare a report to be completed later by a member of your team on Pepadocs, without any added clicks or keystrokes.
- When this happens...New or Updated Deal
Triggers when a deal is created (or updated) in Firmao.
- automatically do this!Create a Report
Creates a report based on one of your pepadocs models.
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Is transaction paid
Connected customer has Google Click Identifier (GCLID)
Run trigger when updated
Try ItRun trigger when updated
Try ItRun trigger when updated
Try ItNameRequired
CurrencyRequired
Sales Opportunity Value
Wsparcie sprzedaży
Run trigger when updated
Has Google Click Identifier (GCLID)
Try ItRun trigger when updated
Try ItCustomer NameRequired
Customer Email
Customer Phone
Customer City
Customer Country
Customer Post Code
Customer Street
Acquisition Method
Customer status
Customer Type
Customer Group
Description
Task nameRequired
Task priorityRequired
Task statusRequired
Description
