
When this happens...
New PDF Generated Successfully

Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
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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 member is invited in startinfinity.
Triggers when a new attributes is created.
Triggers when a new item is created.
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.
Gets a board in one of your workspaces.
Find a folder in one of your boards.
Gets a member of one of your workspace.

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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 Infinity accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Infinity (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Infinity. This includes choosing which data fields go into which fields of Infinity, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Infinity 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 Infinity. 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 MoreStartinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
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