
When this happens...

Automatically do this!
Generate Document
Delete Document
Find Document
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new PDF document is successfully generated.
Action is the task that follows automatically within your Heap Analytics integrations.
Send an event to Heap
Create or update a user in Heap
Submit users for deletion
Add or update user properties
Creates a new PDF document from a template using provided data.
Deletes a Document.

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To start, connect both your Heap Analytics and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in Heap Analytics triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how Heap Analytics 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 Heap Analytics 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 Heap Analytics 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.
Heap Analytics collects and analyzes user event data to understand how users interact with a product.
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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