Connect PDFMonkey and FastBill to Build Intelligent Automations
Choose a Trigger
When this happens...
New PDF Generated Successfully
Choose an Action
Automatically do this!
Create Customer
Create Invoice
Add Payment for Invoice
Send Invoice by Email
Create Revenue
Add Payment for Revenue
Create Offer
Search Customer
Search Invoice
Canceling an Invoice
Ready to use PDFMonkey and FastBill 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 Offer
Triggers when a new offer was created within your FastBill account.
New Customer
Triggers when a new customer is created within your FastBill account.
Customer Updated
Triggers when a customer is updated within your FastBill account.
Customer Deleted
Triggers when a customer is deleted within your FastBill account.
New Invoice
Triggers when a new invoice is created within your FastBill 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
Creates a new customer in FastBill.
Create Invoice
Creates a new invoice.
Add Payment for Invoice
Adds full payment for an invoice.
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Frequently Asked Questions
To start, connect both your PDFMonkey and FastBill accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in FastBill (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in FastBill. This includes choosing which data fields go into which fields of FastBill, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and FastBill 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 FastBill. 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 FastBill
FastBill is a cloud app for German invoicing & accounting. Writing offers and invoices, paying your bills or preparing your tax return is easier than ever with FastBill.
Learn More
