Integrations PDF Generator salesboard
PDF Generator + salesboard

Connect PDF Generator and salesboard to Build Intelligent Automations

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PDF Generator

When this happens...

Choose an Action

salesboard

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Enable Integrations or automations with these events of PDF Generator and salesboard

Enable Integrations or automations with these events of PDF Generator and salesboard

Actions

Convert HTML to PDF

Convert HTML to PDF

Convert raw HTML content into a PDF and return the file URL and page count.

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Frequently Asked Questions

How do I start an integration between PDF Generator and salesboard?

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

Can we customize how data from PDF Generator is recorded in salesboard?

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

How often does the data sync between PDF Generator and salesboard?

The data sync between PDF Generator and salesboard 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 PDF Generator to salesboard?

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 PDF Generator and salesboard?

Yes, you can set conditional logic to control the flow of data between PDF Generator and salesboard. 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.

PDF Generator

About PDF Generator

APDF.io is a powerful tool for creating and managing PDF documents with ease. It offers a range of features to convert, edit, and organize PDFs, making it ideal for businesses and individuals who need efficient document handling.

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salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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