Connect Apollo and PDFMonkey to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account
New Contact
Contact Updated
Choose an Action
Automatically do this!
Generate Document
Delete Document
Find Document
Ready to use Apollo and PDFMonkey automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new account is created
New Contact
Triggers when a new contact is created
Contact Updated
Triggers when an existing account is updated
New PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact to your team's Apollo account.
Create Deal
Creates a new deals for an Apollo account
Create Task
Creates a new task
Update Account
Update an existing account
Find Contact
Find contact by combinations of names, job titles, employers (company names), and email addresses.
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Step by step guides to integrate Apollo and PDFMonkey
Frequently Asked Questions
To start, connect both your Apollo and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how Apollo data is recorded in PDFMonkey. This includes choosing which data fields go into which fields of PDFMonkey, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and PDFMonkey 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 PDFMonkey. 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 Apollo
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 MoreAbout PDFMonkey
PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
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