viaSocket

Connect Runo CRM and PDFMonkey to Build Intelligent Automations

Choose a Trigger

Runo CRM

When this happens...

Choose an Action

PDFMonkey

Automatically do this!

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 Runo CRM

Do thisActions

Action is the task that follows automatically within your Runo CRM integrations.

Create Allocation

Create Allocation

Creates a new allocation.

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.

Request a new Action for Runo CRM

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Frequently Asked Questions

How do I start an integration between Runo CRM and PDFMonkey?

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

Can we customize how data from Runo CRM is recorded in PDFMonkey?

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

How often does the data sync between Runo CRM and PDFMonkey?

The data sync between Runo CRM and PDFMonkey 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 Runo CRM to PDFMonkey?

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 Runo CRM and PDFMonkey?

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

Runo CRM

About Runo CRM

Runo CRM is a calling and sales focused mobile CRM.

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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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