Make life easier for your field workers – integrate Firmao CRM with Pepadocs!

Published: 01.03.24Management

In this article, we will show how to connect Firmao with Pepadocs, and what you can use this integration for. It is extremely simple because it is done through Zapier.

Pepadocs is a Swiss-renowned solution designed to streamline document and report creation with a modern approach to digital intervention reports. With Pepadocs, organizations can effortlessly create, customize, and manage a wide range of documents, from intervention reports to digital product passports.

Through tools for creating customized report templates and automating numerous aspects of the process of collecting information and generating PDF-specific reports, the platform offers a comprehensive suite of features, including automated document generation and collaborative workspace capabilities, all accessible through an intuitive web interface or mobile application. Whether you are working offline with our iOS or Android app or creating new reports, Pepadocs stands out for its adaptability and personalization.

The integration between Pepadocs and Firmao is very easy to set up, because you can use already configured Templates.

Zapier – Triggers and Actions

The integration between Zapier, Firmao and Pepadocs offers various Triggers and Actions to automate the flow of data between these platforms.

Triggers: are the events that trigger automatic actions in the integration. For example the trigger can be a New Task, Invoice, Deal, Company in Firmao.

Actions: are the specific actions that are taken as a result of triggers. For example, when a new Task is added in Firmao, a new report can be created in Pepadocs.

What needs to be done to connect applications in Zapier?

Firmao: Log into your account, click in to the button on the right corner (with letter A – admin), click “company settings”. On the left you’ll have different categories – click on Integrations. On the top click on “API”, then click “Enable API”. Here you’ll have API login and Password – that’s the credentials needed for you to sign in Zapier. 

Pepadocs: You’ll need to acquire an API key. Go to your Management Panel, under “Connectors”. You will then be able to create your API key and enter it into Zapier.

How to creating working Zap? 

Connecting Firmao with Pepadocs is very easy, thanks to Zap Templates. Of course you can test it yourself and manually do other interesting Zaps using those softwares together – many opportunities await!

There are two ways to create a Zap:

  1. (Recommended) You can use already prepared Zap templates. There are 4 preconfigured templates which can automate the flow of data between apps – whether you need Firmao as a Trigger or as an Action. This is a very simple solution, as it requires only a few credentials from the user.
  1. You can configure Zap manually by selecting the desired triggers and actions from the list in Zapier. This will require manual configuration of every aspect of Zap. However, this can be beneficial if you have specific needs that the template does not meet.

How you can benefit using Firmao CRM combined with Pepadocs?

There is no doubt that integrating Firmao with Pepadocs can significantly improve overall efficiency in your company. Here are some key benefits that we want to highlight:

  • Seamless Data Integration: By integrating Firmao CRM with Pepadocs, organizations can seamlessly pull relevant customer data from the CRM system into their documents, ensuring accuracy and consistency across all communication channels. Moreover, each document can be assigned to a different customer, showing the history of activities with them.
  • Efficiency and Time Savings: Pepadocs’ automation features enable organizations to automate numerous aspects of the document creation process, saving time and reducing manual effort. By integrating with Firmao, this automation can be extended to include customer data, further streamlining the process.
  • Customization and Personalization: Pepadocs offers tools for creating customized report templates, allowing organizations to tailor documents to their specific needs and branding guidelines. Integration with Firmao ensures that these customized documents can easily incorporate relevant customer data, enabling personalized communication with clients.
  • Comprehensive Reporting: Pepadocs supports the creation of a wide range of documents, from intervention reports to digital product passports. Integration with Firmao ensures that these reports can incorporate relevant customer data, providing organizations with comprehensive insights into their customer relationships and interactions.
  • Better workflow: Integrating Firmao CRM with Pepadocs streamlines the company’s workflow. Field workers can easily access data from anywhere when they need specific customer information. What’s more, employees can communicate with each other through the CRM, which can solve many difficult issues.
Author Avatar Sebastian Czubak

Chief Operating Officer. Responsible for overseeing all aspects of the company's operational activities. He has extensive experience in the CRM software industry and successfully leads teams in product development, marketing, sales, and customer service. He is responsible for building knowledge and awareness of Firmao among customers.

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