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Close + PDF.co

Connect Close and PDF.co to Build Intelligent Automations

Choose a Trigger

When this happens...

New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report

Choose an Action

Automatically do this!

Generate Barcode
Add Image to PDF
PDF Merger
Split PDF Into Multiple Files
Upload File Using Base64
Delete pages from pdf
Convert DOC to PDF
Compress PDF
Advanced Barcode Reader
Search and Replace Text in PDF
Document Parser
Document Classifier
PDF Filler
PDF to Text

Ready to use Close and PDF.co automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Call

Triggers when a new Call is created or completed.

New Contact

Triggers when a new contact is created.

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

Triggers when a new task is created or completed.

Do thisActions
Action is the task that follows automatically within your Close integrations.

Create Contact

create a contact.

Update Contact

Update an existing contact.

Create Task

Creates a New Task.

Create Bulk Email

create a bulk mail.

Delete Email

delete an Email on lead.

Update Call

Updates a New call.

We'll help you get started

Our team is all set to help you!

Know More About Close and PDF Integrations

How viaSocket Works | A Complete Guide

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

Know more

5 Simple Automation Hacks to Make Your Team Free

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

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Close and PDF.co?

To start, connect both your Close and PDF.co accounts to viaSocket. Once connected, you can set up a workflow where an event in Close triggers actions in PDF.co (or vice versa).

Can we customize how data from Close is recorded in PDF.co?

Absolutely. You can customize how Close data is recorded in PDF.co. This includes choosing which data fields go into which fields of PDF.co, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Close and PDF.co?

The data sync between Close and PDF.co typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Close to PDF.co?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Close and PDF.co?

Yes, you can set conditional logic to control the flow of data between Close and PDF.co. 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 Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

CRM Sales

Learn More

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.

Documents File Management & Storage

Learn More

Connect Close and PDF.co to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Close and PDF.co automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Call

New Contact

New Email

New Lead

Lead Status Change Updated

New Task

Do thisActionsAction is the task that follows automatically within your Close integrations.

Create Contact

Update Contact

Create Task

Create Bulk Email

Delete Email

Update Call

We'll help you get started

Know More About Close and PDF Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Close

About PDF.co

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Close integrations.