Connect pdf4me and Membrain to Build Intelligent Automations
Ready to use pdf4me and Membrain automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when a new activity is created in Membrain.
Prospect Is Disqualified
Runs when a prospect is disqualified.
Prospect Moves To Stage
Runs when a prospect is moved to a specific stage.
Sales Project Is Archived
Runs when a sales project is archived.
New Sales Project Created
Runs when a new sales project is created.
Sales Project Is Won
Runs when a sales project is won.
Do thisActions
Action is the task that follows automatically within your pdf4me integrations.
Rotate All PDF Pages
Rotate all the pages of a PDF document.
Compress PDF
Reduce the file size of a PDF document.
Classify 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.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Prospect
Creates a new prospect.
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Frequently Asked Questions
To start, connect both your pdf4me and Membrain accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Membrain (or vice versa).
Absolutely. You can customize how pdf4me data is recorded in Membrain. This includes choosing which data fields go into which fields of Membrain, setting up custom formats, and filtering out unwanted information.
The data sync between pdf4me and Membrain 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 Membrain. 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 pdf4me
PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.
Learn MoreAbout Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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