Connect onboardio and PDFMonkey to Build Intelligent Automations

Choose a Trigger

onboardio

When this happens...

Choose an Action

PDFMonkey

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Enable Integrations or automations with these events of onboardio and PDFMonkey

Enable Integrations or automations with these events of onboardio and PDFMonkey

Triggers

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

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Actions

Generate Document

Generate Document

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

Delete Document

Delete Document

Deletes a Document.

Find Document

Find Document

Gets detailes of document by its ID.

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Frequently Asked Questions

How do I start an integration between onboardio and PDFMonkey?

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

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

Absolutely. You can customize how onboardio 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 onboardio and PDFMonkey?

The data sync between onboardio 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 onboardio 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 onboardio and PDFMonkey?

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

onboardio

About onboardio

Onboard is a SaaS made specifically for customer implementation. Customized MAPS allow teams to automate the best implementation plans and provide visibility for every customer.

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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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