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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About Firmao
CRM and ERP software for your business to manage customers and tasks.
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About PepaDocs
PepaDocs is a tool used to create intervention reports. A team can use PepaDocs on various missions to edit, create, manage or classify any type of report based on available or custom templates, directly on a smartphone, computer or a tablet.