Connect Planfix and PDF Munk to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

PDF Munk

Automatically do this!

Enable Integrations or automations with these events of Planfix and PDF Munk

Enable Integrations or automations with these events of Planfix and PDF Munk

Actions

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Capture Website Screenshot Into Image

Capture Website Screenshot Into Image

Capture Screenshot of a Website URL into an image.

Convert HTML to Image

Convert HTML to Image

Converts HTML/CSS content to a Image

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Frequently Asked Questions

How do I start an integration between Planfix and PDF Munk?

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

Can we customize how data from Planfix is recorded in PDF Munk?

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

How often does the data sync between Planfix and PDF Munk?

The data sync between Planfix and PDF Munk 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 Planfix to PDF Munk?

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 Planfix and PDF Munk?

Yes, you can set conditional logic to control the flow of data between Planfix and PDF Munk. 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.

Planfix

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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PDF Munk

About PDF Munk

PDF Munk is a versatile tool designed to simplify the management and manipulation of PDF documents. It offers a range of features including PDF conversion, editing, merging, and splitting, making it an essential tool for both personal and professional use. With its user-friendly interface, PDF Munk streamlines document handling, ensuring efficiency and productivity.

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