Connect Zendesk Sell and pdf-factory to Build Intelligent Automations
Enable Integrations or automations with these events of Zendesk Sell and pdf-factory
Enable Integrations or automations with these events of Zendesk Sell and pdf-factory
Triggers
New Product in Catalog
Triggers when a new product is added in catalog
New Task
Triggers when a new task is created
New Note
Triggers when a new note is created
New Lead
Triggers when a new lead is created
New Deal
Triggers when a new deal is created
New Contact
Triggers when a new contact is created
Actions
Update a Company
Update a company by its ID
Stop Sequence Enrollment
Stops the existing sequence enrollment.
Create product in a Catalog
Creates a product in a catalog
Update product in a Catalog
Update a product in a Catalog by its ID
Find a Task
Find a task by task id
Create a Lead
Create a single lead.
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Frequently Asked Questions
To start, connect both your Zendesk Sell and pdf-factory accounts to viaSocket. Once connected, you can set up a workflow where an event in Zendesk Sell triggers actions in pdf-factory (or vice versa).
Absolutely. You can customize how Zendesk Sell data is recorded in pdf-factory. This includes choosing which data fields go into which fields of pdf-factory, setting up custom formats, and filtering out unwanted information.
The data sync between Zendesk Sell and pdf-factory 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 Zendesk Sell and pdf-factory. 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 Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn More
About pdf-factory
PDF Factory is a Dynamic PDF automation API. You create templates using our intuitive visual designer. Then use our API to inject dynamic data et render PDFs
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