
When this happens...
New Account Created
New Contact
Contact Is Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new account is created in Apollo.
Runs when a new contact is created in Apollo.
Runs when an existing contact is updated.
Action is the task that follows automatically within your Apollo integrations.
Creates a new account in Apollo using the details you provide.
Creates a new contact in your team's Apollo account.
Creates a new deal in your Apollo account.
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Updates an existing Apollo account with the provided account details and owner.
Search for contacts by name, job title, company, or email and return matching contact information.

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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 Apollo and pdf4me accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in pdf4me (or vice versa).
Absolutely. You can customize how Apollo data is recorded in pdf4me. This includes choosing which data fields go into which fields of pdf4me, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and pdf4me 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 Apollo and pdf4me. 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.
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MorePDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
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