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How Zapier works
Zapier makes it easy to integrate JobProgress with PepaDocs - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Customer" from JobProgress.
Add your action
An action happens after the trigger—such as "Categorize a Report" in PepaDocs.
You’re connected!
Zapier seamlessly connects JobProgress and PepaDocs, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Customer
New Customer from jobprogress
Try ItTriggerPolling - Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
ActionWrite- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents ListRequired
- First NameRequired
- Last Name
- EmailRequired
- PhoneRequired
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
ActionWrite- Document ModeleRequired
Try ItTriggerInstant
- New Lead
New Lead from JobProgress
Try ItTriggerPolling - IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
ActionWrite- Lead Id
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company Name
- Documents ListRequired
- First NameRequired
- Last Name
- EmailRequired
- PhoneRequired
ActionWrite- FlexData TableRequired
Try ItTriggerInstant
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