Full list

Supported Triggers & Actions

Everything you can automate between pdf4me and toflow.ai.

When this happensTriggers

A trigger is an event that starts a workflow.

When new tasks are created

When new tasks are created

Runs the workflow automatically whenever new tasks are created in the account.

When a new company is added

When a new company is added

Runs the workflow automatically whenever a new company is added to the account.

When a person is created

When a person is created

Runs the workflow automatically whenever a new person is created in the account.

When a new deal is created

When a new deal is created

Runs the workflow automatically whenever a new deal is added to the account.

Request a new Trigger for pdf4me

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.

Update Company

Update Company

Update attributes on a company record.

Create Task

Create Task

Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.

Create List

Create List

Create a new list to organize contacts for outreach campaigns.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,000+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating pdf4me and toflow.ai free

No credit card required. Set up your first workflow in minutes.

Integrations toflow.ai
toflow.ai + pdf4me
toflow.ai logo

About toflow.ai

AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.

Learn more

Frequently Asked Questions

How do I connect pdf4me and toflow.ai?

Sign up for a free viaSocket account, then authorize both your pdf4me and toflow.ai accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between pdf4me and toflow.ai as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from pdf4me to toflow.ai?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach toflow.ai. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where pdf4me triggers actions in toflow.ai, and a separate workflow where toflow.ai triggers actions in pdf4me. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between pdf4me and toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire pdf4me and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.