Connect PDFMonkey and kartra to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

kartra

Automatically do this!

Enable Integrations or automations with these events of PDFMonkey and kartra

Enable Integrations or automations with these events of PDFMonkey and kartra

Triggers

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

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Actions

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.

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Frequently Asked Questions

How do I start an integration between PDFMonkey and kartra?

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

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

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

How often does the data sync between PDFMonkey and kartra?

The data sync between PDFMonkey and kartra 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 kartra?

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 kartra?

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

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kartra

About kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

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