
When this happens...
New PDF Generated Successfully

Automatically do this!
Create a customer
Create a Plan
Create an invoice
Create an item
Create a Standard Payment Link
Create an order in razorpay
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new PDF document is successfully generated.
When a new payment is successfully captured.
Triggers when a new refund is created.
Triggers when any payment failed.
Triggers when a new order paid
Triggers when any invoice get paid
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.
Adds a new customer in Razorpay.
Creates a new subscription plan.
Create an invoice with customer details

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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 Razorpay accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Razorpay (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Razorpay. This includes choosing which data fields go into which fields of Razorpay, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Razorpay 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 Razorpay. 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 MoreRazorpay is a comprehensive payment solutions provider, enabling businesses in India to accept, process, and disburse payments with its product suite. It offers a fast, affordable, and secure way for merchants, schools, ecommerce and other companies to accept and process payments online.
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