Connect PDFMonkey and EKM to Build Intelligent Automations
Choose a Trigger
When this happens...
New PDF Generated Successfully
Choose an Action
Automatically do this!
Create Customer
Create Product
Update Product
Update Product Variant
Ready to use PDFMonkey and EKM 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.
New Customer
Trigger activates whenever a new customer is added.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Update Order with Status
Trigger when order is updated and matched to given order status.
New Order Status
Trigger when new order status is created in your account.
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 Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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Frequently Asked Questions
To start, connect both your PDFMonkey and EKM accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in EKM (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in EKM. This includes choosing which data fields go into which fields of EKM, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and EKM 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 EKM. 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.
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