Connect PDFMonkey and relate to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

relate

Automatically do this!

Enable Integrations or automations with these events of PDFMonkey and relate

Enable Integrations or automations with these events of PDFMonkey and relate

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 relate?

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

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

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

How often does the data sync between PDFMonkey and relate?

The data sync between PDFMonkey and relate 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 relate?

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 relate?

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

About relate

Relate is a simple collaborative sales and CRM software.

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