Connect PDFMonkey and Thoughtly to Build Intelligent Automations
Choose a Trigger
When this happens...
New PDF Generated Successfully
Choose an Action
Automatically do this!
Search User Details
Create Contact
Delete Contact
Call Contact
Search Calls
Search Contacts
Search Agents
Ready to use PDFMonkey and Thoughtly automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
Do thisActions
Action is the task that follows automatically within your PDFMonkey integrations.
Generate Document
Creates a new PDF document from a template using provided data.
Delete Document
Deletes a Document.
Find Document
Gets detailes of document by its ID.
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
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Frequently Asked Questions
To start, connect both your PDFMonkey and Thoughtly accounts to viaSocket. Once connected, you can set up a workflow where an event in PDFMonkey triggers actions in Thoughtly (or vice versa).
Absolutely. You can customize how PDFMonkey data is recorded in Thoughtly. This includes choosing which data fields go into which fields of Thoughtly, setting up custom formats, and filtering out unwanted information.
The data sync between PDFMonkey and Thoughtly 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 Thoughtly. 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.
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 MoreAbout Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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