
When this happens...
New PDF Generated Successfully

Automatically do this!
Add a Customer
Add a Lead
Add a Booking
Get Company
List Users
List Customer
List Phone Type
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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 customer is created.
Trigger when an existing customer is updated.
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.
Adds a new customer to GorillaDesk.
Adds a new lead to GorillaDesk.
Adds a new event inside GorillaDesk with the status pending booking on the schedule.

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

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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 GorillaDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in GorillaDesk (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in GorillaDesk. This includes choosing which data fields go into which fields of GorillaDesk, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and GorillaDesk 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 GorillaDesk. 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 MoreGorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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