Connect pdf-factory and sales-innovator to Build Intelligent Automations
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Frequently Asked Questions
To start, connect both your pdf-factory and sales-innovator accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf-factory triggers actions in sales-innovator (or vice versa).
Absolutely. You can customize how pdf-factory data is recorded in sales-innovator. This includes choosing which data fields go into which fields of sales-innovator, setting up custom formats, and filtering out unwanted information.
The data sync between pdf-factory and sales-innovator 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 pdf-factory and sales-innovator. 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 pdf-factory
PDF Factory is a Dynamic PDF automation API. You create templates using our intuitive visual designer. Then use our API to inject dynamic data et render PDFs
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About sales-innovator
Sales innovator is the platform, where you can create campaigns by using sales robot to send email. All types of email analytics are available on sales innovator.
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