Enable Integrations or automations with these events of PDFMonkey and Pro Agent Solutions
Triggered when a new PDF document is successfully generated.
Creates a new PDF document from a template using provided data.
Deletes a Document.
Gets detailes of document by its ID.
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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 Pro Agent Solutions accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Pro Agent Solutions (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Pro Agent Solutions. This includes choosing which data fields go into which fields of Pro Agent Solutions, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Pro Agent Solutions 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 Pro Agent Solutions. 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 MorePro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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