Integrations PDFMonkey Aero Workflow
PDFMonkey + Aero Workflow

Connect PDFMonkey and Aero Workflow to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

Aero Workflow

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

Request a new Trigger for PDFMonkey

Do thisActions

Action is the task that follows automatically within your PDFMonkey integrations.

Generate Document

Generate Document

Creates a new PDF document from a template using provided data.

Delete Document

Delete Document

Deletes a Document.

Find Document

Find Document

Gets detailes of document by its ID.

Get all Contacts

Get all Contacts

Gets a list of all Contact Names.

Find Aero Type Names

Find Aero Type Names

Gets a list of Aero Type Names.

Find All Task Aero

Find All Task Aero

Gets a list of Task Aeros.

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Frequently Asked Questions

How do I start an integration between PDFMonkey and Aero Workflow?

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

Can we customize how data from PDFMonkey is recorded in Aero Workflow?

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

How often does the data sync between PDFMonkey and Aero Workflow?

The data sync between PDFMonkey and Aero Workflow 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 PDFMonkey to Aero Workflow?

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 PDFMonkey and Aero Workflow?

Yes, you can set conditional logic to control the flow of data between PDFMonkey and Aero Workflow. 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.

PDFMonkey

About PDFMonkey

PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.

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Aero Workflow

About Aero Workflow

Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.

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