Connect PDFMonkey and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New PDF Generated Successfully
Choose an Action
Automatically do this!
Create a lead
Ready to use PDFMonkey and ClearCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
Do thisActions
Action is the task that follows automatically within your PDFMonkey integrations.
Generate Document
Creates a new PDF document from a template using provided data.
Delete Document
Deletes a Document.
Find Document
Gets detailes of document by its ID.
Create a lead
Create a new lead in Clear CRM using the contact and company details you provide.
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Frequently Asked Questions
To start, connect both your PDFMonkey and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and ClearCRM 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 PDFMonkey and ClearCRM. 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.
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.
Learn MoreAbout ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
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