Connect pdf4me and Recras to Build Intelligent Automations

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pdf4me

When this happens...

Choose an Action

Recras

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Booking

New Booking

Triggers when a new booking is created.

New Contact

New Contact

Triggers when a new contact is created.

Invoice Sent

Invoice Sent

Triggers when an invoice is (marked as) sent.

New Start Moment

New Start Moment

Triggers when a new start moment is created.

New Attachment

New Attachment

Triggers when a new attachment is created.

New Company

New Company

Triggers when a new company is created.

Do thisActions

Action is the task that follows automatically within your pdf4me integrations.

Rotate All PDF Pages

Rotate All PDF Pages

Rotate all the pages of a PDF document.

Compress PDF

Compress PDF

Reduce the file size of a PDF document.

Classify 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 Start moment

Create Start moment

Creates a start moment in recras.

Update Start moment

Update Start moment

Updates a start moment in recras.

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Frequently Asked Questions

How do I start an integration between pdf4me and Recras?

To start, connect both your pdf4me and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Recras (or vice versa).

Can we customize how data from pdf4me is recorded in Recras?

Absolutely. You can customize how pdf4me data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.

How often does the data sync between pdf4me and Recras?

The data sync between pdf4me and Recras 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 pdf4me to Recras?

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 pdf4me and Recras?

Yes, you can set conditional logic to control the flow of data between pdf4me and Recras. 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.