PEP Cloud and RowShare

Easily integrate PEP Cloud and RowShare without any code.
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
RowShare
Automate data collection with customizable tables and forms. Ensure each team member sees only what they need.

How the Integration Works

RowShare integrates with PEP Cloud through Zapier, and possibly also Power Automate and Workato. These platforms operate on the concept of Triggers (when this happens) and Actions (do that).
When this happens in RowShare
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Automatically do that in PEP Cloud
Or the other way round:
When this happens in PEP Cloud
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Automatically do that in RowShare

PEP Cloud Triggers and Actions

Below is a list of triggers and actions available on PEP Cloud via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.

Triggers

eBid Won
Triggers when an eBid is won.
eBid Created
Triggers when an eBid is created.
eBid Lost
Triggers when an eBid is lost.
Client Created
Triggers when a new client is created.
and more triggers
PEP Cloud doesn't offer (yet) any Trigger on Zapier.

Actions

Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
and more actions
PEP Cloud doesn't offer (yet) any Action on Zapier.

RowShare Triggers and Actions

Below is a list of triggers and actions available on RowShare via Zapier, Power Automate and Workato.

Triggers

New or Updated Row
Triggers when a row is created or updated in a specific table.
Column Changed
Triggers when a value has changed in a specific column.
New Row
Triggers when a new row is created in a specific table.
Row Status Changed
Triggers when the status of a row changes in a specific table. Row statuses : Active, Deleted, Archived, Locked

Actions

Assign Row
Assigns a row to a new owner.
Edit Row
Modifies an existing row.
Find Row
Finds a row based on an exact match for a given column.
Create Row
Creates a new row in the table.
Find Row by ID
Loads a row based on its ID.
Link Rows [Advanced]
Links a row to a parent row in another table. This is an advanced action: to be used with caution.