Connect PDF Gate and Solid Performers CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Envelope Sent
Envelope Completed
Choose an Action
Automatically do this!
- Request a new Action for Solid Performers CRM
Enable Integrations or automations with these events of PDF Gate and Solid Performers CRM
Enable Integrations or automations with these events of PDF Gate and Solid Performers CRM
Triggers
Envelope Sent
Runs when envelope is sent
Envelope Completed
Envelope is Created
Actions
Upload PDF
Upload or convert files to PDF
Create PDF from URL or HTML
Convert URL or HTML to PDF
Get Document
Download protected PDF
Delete Document
Permanently remove a document file
Flatten PDF
Make PDFs non-editable
Compress PDF
Reduce PDF file size
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Frequently Asked Questions
To start, connect both your PDF Gate and Solid Performers CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Gate triggers actions in Solid Performers CRM (or vice versa).
Absolutely. You can customize how PDF Gate data is recorded in Solid Performers CRM. This includes choosing which data fields go into which fields of Solid Performers CRM, setting up custom formats, and filtering out unwanted information.
The data sync between PDF Gate and Solid Performers CRM 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 Solid Performers CRM. 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.
