Connect CallTrackingMetrics and PDF Gate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Starts
Call Ends
Choose an Action
Automatically do this!
Upload PDF
Create PDF from URL or HTML
Get Document
Delete Document
Flatten PDF
Compress PDF
Add PDF Protection
Add Watermark to PDF
Ready to use CallTrackingMetrics and PDF Gate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
Do thisActions
Action is the task that follows automatically within your CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Upload PDF
Upload or convert files to PDF
Create PDF from URL or HTML
Convert URL or HTML to PDF
Get Document
Download protected PDF
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Frequently Asked Questions
To start, connect both your CallTrackingMetrics and PDF Gate accounts to viaSocket. Once connected, you can set up a workflow where an event in CallTrackingMetrics triggers actions in PDF Gate (or vice versa).
Absolutely. You can customize how CallTrackingMetrics data is recorded in PDF Gate. This includes choosing which data fields go into which fields of PDF Gate, setting up custom formats, and filtering out unwanted information.
The data sync between CallTrackingMetrics and PDF Gate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallTrackingMetrics and PDF Gate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
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