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Integrations PDFMonkey Zoho Invoice
PDFMonkey + Zoho Invoice

Connect PDFMonkey and Zoho Invoice to Build Intelligent Automations

Choose a Trigger

PDFMonkey

When this happens...

Choose an Action

Zoho Invoice

Automatically do this!

Ready to use PDFMonkey and Zoho Invoice automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
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IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
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When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
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View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

Request a new Trigger for PDFMonkey

Do thisActions

Action is the task that follows automatically within your PDFMonkey integrations.

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.

Create Invoice

Create Invoice

Creates a New Invoice.

Create Contact

Create Contact

Add a new contact in Zoho Invoice with optional company, billing/shipping addresses, contact persons, payment terms, currency, and tax details.

Create Item

Create Item

Add a new product or service to Zoho Invoice with name, rate, SKU, tax settings and optional details.

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Frequently Asked Questions

How do I start an integration between PDFMonkey and Zoho Invoice?

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

Can we customize how data from PDFMonkey is recorded in Zoho Invoice?

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

How often does the data sync between PDFMonkey and Zoho Invoice?

The data sync between PDFMonkey and Zoho Invoice 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 Zoho Invoice?

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 Zoho Invoice?

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

DocumentsProposal & Invoice Management
Learn More
Zoho Invoice

About Zoho Invoice

Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing

Proposal and Invoice Management
Learn More

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