
When this happens...
New PDF Generated Successfully

Automatically do this!
Add or Update Person
Add Tag To User
Remove Tag
Archive or Delete Person
Unsubscribe Person
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new PDF document is successfully generated.
Triggers when a new person is created.
Triggers when a person is unsubscribed.
Triggers when a person is updated.
Triggers when a person is tagged.
Triggers when a person is untagged.
Action is the task that follows automatically within your PDFMonkey integrations.
Creates a new PDF document from a template using provided data.
Deletes a Document.
Gets detailes of document by its ID.
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add a single tag to an existing user identified by their email in Encharge.
Remove a specified tag from the user identified by the provided email address.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your PDFMonkey and Encharge accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Encharge (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Encharge. This includes choosing which data fields go into which fields of Encharge, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Encharge 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 Encharge. 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 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 MoreEncharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
Learn More