
When this happens...
New Flow
New Segment
New Checklist
New Banner
New Mobile Experiences
New Pins
New Launchpad

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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Retrieve Appcues banners created within the past specified minutes for the connected account.
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Action is the task that follows automatically within your Appcues integrations.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.
Unpublish the selected flow so it is no longer active or visible to users.
Publish the specified Appcues flow to make it live for the account.
Updates the profile attributes for the selected group.
Updates the profile attributes for the selected user.

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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 Appcues and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how Appcues 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 Appcues 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 Appcues 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.
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MorePDFMonkey 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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