
When this happens...
New PDF Generated Successfully

Automatically do this!
Find Shipment
Create Sales Invoice
Create new Item
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new PDF document is successfully generated.
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.
Get an existing shipment details.
Creates new sales invoice.
Creates new item

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To start, connect both your PDFMonkey and Microsoft Dynamics 365 Business Central accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Microsoft Dynamics 365 Business Central (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Microsoft Dynamics 365 Business Central. This includes choosing which data fields go into which fields of Microsoft Dynamics 365 Business Central, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central. 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 MoreMicrosoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
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