Enable Integrations or automations with these events of pdf4me and ACT! 365
Rotate all the pages of a PDF document.
Reduce the file size of a PDF document.
Analyze a PDF from a URL to determine its document class using PDF4me and return classification results, the stored file URL, file name, and base64 content.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your pdf4me and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in ACT! 365 (or vice versa).
Absolutely. You can customize how pdf4me data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.
The data sync between pdf4me and ACT! 365 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 pdf4me and ACT! 365. 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.
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
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