PepaDocs and Salesflare
How to connect PepaDocs
- Via Zapier — 11 operations available. Set it up ↗
What you can automate
- When newsletter: New Registration Confirmed From Someone in PepaDocs, find or create contact in Salesflare.
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.
PepaDocs operations on Zapier
Triggers (6)
Start a workflow when this happens
- DataBase: When a Line Is Deleted — Triggers when a line of data is deleted in a choosed FlexData of your entity.
- DataBase: When a Line Is Edited — Triggers when a line of data is edited in a choosed FlexData of your entity.
- DataBase: When a New Line Is Created — Triggers when a new line of data is created in a choosed FlexData of your entity.
- Document: New Report — Triggers when a new report is created.
- Newsletter: New Registration Confirmed From Someone — Triggers when someone validate and confirm a new registration of his/her email into the system.
Show 1 more triggers
- Newsletter: When Someone Delete a Registration — Triggers when someone remove himself from the registration.
Actions (5)
Things Salesflare can make it do
- Categorize a Report — Categorize a given report according to one of the categories you have
- Create Report PDF Link — Creates a PDF URL to access the report, the url is unique and contains an access code, which means that sharing the url allow anyone to access the report
- Create a Report — Creates a report based on one of your pepadocs models.
- Delete a Report — Delete the selected report
- Edit a Report — Edit some fields of a report
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