Connect Planado and PDF Gate to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
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
Enable Integrations or automations with these events of Planado and PDF Gate
Enable Integrations or automations with these events of Planado and PDF Gate
Actions
Create Job
Create a new job assignment for a field worker
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
Delete Document
Permanently remove a document file
Flatten PDF
Make PDFs non-editable
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Frequently Asked Questions
To start, connect both your Planado and PDF Gate accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in PDF Gate (or vice versa).
Absolutely. You can customize how Planado 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 Planado 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 Planado 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 Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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