Connect pdf4me and Smartsheet to Build Intelligent Automations
Ready to use pdf4me and Smartsheet automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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.
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
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Frequently Asked Questions
To start, connect both your pdf4me and Smartsheet accounts to viaSocket. Once connected, you can set up a workflow where an event in pdf4me triggers actions in Smartsheet (or vice versa).
Absolutely. You can customize how pdf4me data is recorded in Smartsheet. This includes choosing which data fields go into which fields of Smartsheet, setting up custom formats, and filtering out unwanted information.
The data sync between pdf4me and Smartsheet 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 Smartsheet. 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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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