Connect PDFMonkey and planado to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

planado

Automatically do this!

Enable Integrations or automations with these events of PDFMonkey and planado

Enable Integrations or automations with these events of PDFMonkey and planado

Triggers

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

Request a new Trigger for PDFMonkey

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.

Request a new Action for PDFMonkey

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between PDFMonkey and planado?

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

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

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

How often does the data sync between PDFMonkey and planado?

The data sync between PDFMonkey and planado 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 planado?

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 planado?

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

Learn More
planado

About planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

Learn More