Connect PDF.co and Raynet CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PDF.co
Choose an Action
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
Ready to use PDF.co and Raynet CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger Record
Triggers when a record is updated , created or deleted
Do thisActions
Action is the task that follows automatically within your PDF.co integrations.
Generate Barcode
Generate Barcode .
Add Image to PDF
Add Image to PDF.
PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Split PDF Into Multiple Files
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
Upload File Using Base64
Upload a file using base64.
Delete pages from pdf
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.
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Frequently Asked Questions
To start, connect both your PDF.co and Raynet CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF.co triggers actions in Raynet CRM (or vice versa).
Absolutely. You can customize how PDF.co data is recorded in Raynet CRM. This includes choosing which data fields go into which fields of Raynet CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PDF.co and Raynet CRM 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 Raynet CRM. 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 PDF.co
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 MoreAbout Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
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