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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new PDF document is successfully generated.
Triggers when a envelope is send.
Triggers when a new contact is add.
Triggers when an envelope is canceled
Triggers when an envelope is open.
Triggers when an envelope is signed.
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.
Send an Envelope using a Template.

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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 Signable accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Signable (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Signable. This includes choosing which data fields go into which fields of Signable, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Signable 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 Signable. 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 MoreSignable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
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