
When this happens...

Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact/customer is created
Triggers when a new customer is created or updated
Action is the task that follows automatically within your PDF.co integrations.
Generate Barcode .
Add Image to PDF.
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
Upload a file using base64.
This configuration is used to delete specific pages from a PDF file. You provide the PDF link, the pages you want to remove (starting from index 0), and the desired name for the resulting file.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PDF.co and Cliengo accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF.co triggers actions in Cliengo (or vice versa).
Absolutely. You can customize how PDF.co data is recorded in Cliengo. This includes choosing which data fields go into which fields of Cliengo, setting up custom formats, and filtering out unwanted information.
The data sync between PDF.co and Cliengo 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 PDF.co and Cliengo. 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.
PDF.co is a comprehensive platform that provides a suite of tools for processing PDF documents. It offers features such as PDF generation, conversion, and data extraction, making it an essential tool for businesses and individuals who frequently work with PDF files. With its robust API, users can automate PDF-related tasks, enhancing productivity and efficiency.
Learn MoreCliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
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