Connect Totango and PDF Expert to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Totango
Choose an Action
Automatically do this!
- Request a new Action for PDF Expert
Enable Integrations or automations with these events of Totango and PDF Expert
Enable Integrations or automations with these events of Totango and PDF Expert
Actions
Get User
Get details of user account
List Events
Get all the events form totango.
List Touchpoint Type
Get all the touchpoint type form totango.
List Touchpoint Tags
Get all the touchpoint tags form totango.
List Activity Types
Get all the Activity Types form totango.
List Teams
Get all the teams form totango.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Totango and PDF Expert accounts to viaSocket. Once connected, you can set up a workflow where an event in Totango triggers actions in PDF Expert (or vice versa).
Absolutely. You can customize how Totango data is recorded in PDF Expert. This includes choosing which data fields go into which fields of PDF Expert, setting up custom formats, and filtering out unwanted information.
The data sync between Totango and PDF Expert 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 Totango and PDF Expert. 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 PDF Expert
PDF Expert is a powerful tool designed for managing, editing, and annotating PDF documents. It offers a seamless experience for users who need to work with PDFs, providing features such as text editing, form filling, and document signing. Ideal for both personal and professional use, PDF Expert ensures that users can handle their PDF files with ease and efficiency.
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