Connect Nibo and PDFMonkey to Build Intelligent Automations

Choose a Trigger

Nibo

When this happens...

Choose an Action

PDFMonkey

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

Request a new Trigger for Nibo

Do thisActions

Action is the task that follows automatically within your Nibo integrations.

Create Bank Account

Create Bank Account

Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.

Create Employee

Create Employee

Create a new employee record with contact, address, bank, and company details.

Create Cost Center

Create Cost Center

Create a cost center using the provided description.

View Account Statement

View Account Statement

Shows the account statement for a selected account and date range.

Generate Document

Generate Document

Creates a new PDF document from a template using provided data.

Delete Document

Delete Document

Deletes a Document.

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Frequently Asked Questions

How do I start an integration between Nibo and PDFMonkey?

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

Can we customize how data from Nibo is recorded in PDFMonkey?

Absolutely. You can customize how Nibo 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.

How often does the data sync between Nibo and PDFMonkey?

The data sync between Nibo and PDFMonkey 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 Nibo to PDFMonkey?

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 Nibo and PDFMonkey?

Yes, you can set conditional logic to control the flow of data between Nibo 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.

Nibo

About Nibo

Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.

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PDFMonkey

About 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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