Connect PDFMonkey and Easybroker to Build Intelligent Automations
Choose a Trigger
When this happens...
New PDF Generated Successfully
Choose an Action
Automatically do this!
List All Contacts
Create a Contact Request
Get All Contact Requests
Get Contact By ID
Get Property By ID
List All Collaborations
Get All Property Features
List All Properties
Ready to use PDFMonkey and Easybroker automations
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.
New Contact Created
Runs when new contact is created
New Contact Request
Triggers when a new contact request is created in EasyBroker.
Property Created or Updated
Runs when property changes
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.
List All Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get All Contact Requests
Returns a list of the contact requests in a given period or for a specific property, if no parameters are provided all the contact requests will be returned
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Frequently Asked Questions
To start, connect both your PDFMonkey and Easybroker accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Easybroker (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Easybroker. This includes choosing which data fields go into which fields of Easybroker, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Easybroker 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 Easybroker. 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn More
