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PDFMonkey + Instantly

Connect PDFMonkey and Instantly to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

Instantly

Automatically do this!

Ready to use PDFMonkey and Instantly automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

New Lead in Campaign

New Lead in Campaign

Triggered when a new lead is created in a specific campaign.

New Email Received

New Email Received

Triggered when a new email is received in a specific campaign.

New Email Sent

New Email Sent

Triggered when a new email is sent.

Lead Unsubscribed

Lead Unsubscribed

Triggered when a specific lead is unsubscribed.

Campaign Completed

Campaign Completed

Triggered when a specific campaign is completed.

Do thisActions

Action is the task that follows automatically within your PDFMonkey integrations.

Generate Document

Generate Document

Creates a new PDF document from a template using provided data.

Delete Document

Delete Document

Deletes a Document.

Find Document

Find Document

Gets detailes of document by its ID.

Create Lead

Create Lead

Create a lead in a list or campaign.

Create Lead List

Create Lead List

Create an existing lead list.

Test account vitals

Test account vitals

Test account vitals.

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between PDFMonkey and Instantly?

To start, connect both your PDFMonkey and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Instantly (or vice versa).

Can we customize how data from PDFMonkey is recorded in Instantly?

Absolutely. You can customize how PDFMonkey data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.

How often does the data sync between PDFMonkey and Instantly?

The data sync between PDFMonkey and Instantly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PDFMonkey to Instantly?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PDFMonkey and Instantly?

Yes, you can set conditional logic to control the flow of data between PDFMonkey and Instantly. 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

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.

DocumentsProposal & Invoice Management
Learn More
Instantly

About Instantly

Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.

Email
Learn More

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