When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed

Automatically do this!
Create or Update User
Add or Remove User From Cohort
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when envelope is sent
Envelope is Created
Runs when envelope document completed
Action is the task that follows automatically within your PDF Gate integrations.
Upload or convert files to PDF
Convert URL or HTML into a PDF
Get document details and link
Permanently remove a document
Make PDFs non-editable
Extract form fields and values
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To start, connect both your PDF Gate and MoEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in MoEngage (or vice versa).
Absolutely. You can customize how PDF Gate data is recorded in MoEngage. This includes choosing which data fields go into which fields of MoEngage, setting up custom formats, and filtering out unwanted information.
The data sync between PDF Gate and MoEngage 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 PDF Gate and MoEngage. 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.
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
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