Connect PDF Gate and Recras to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Envelope Document Completed
Choose an Action
Automatically do this!
Create Start moment
Update Start moment
Find Customer
Ready to use PDF Gate and Recras automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Envelope Document Completed
Runs when envelope document completed
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
Do thisActions
Action is the task that follows automatically within your PDF Gate integrations.
Upload PDF
Upload or convert files to PDF
Create PDF from URL/HTML
Convert URL or HTML into PDF
Get Document Details
Get document details and link
Delete Document
Permanently remove a document file
Flatten PDF
Make PDFs non-editable
Extract Form Data from PDF
Extract form fields and values
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Frequently Asked Questions
To start, connect both your PDF Gate and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Recras (or vice versa).
Absolutely. You can customize how PDF Gate 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.
The data sync between PDF Gate and Recras 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 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.
