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Customerly + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between Customerly and PDFMonkey

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best Customerly and PDFMonkey Integrations

  • Customerly Dropbox

    PDFMonkey + Dropbox

    Upload and Save new PDFMonkey files to Dropbox Read More...
    When this happens...
    Customerly Document Generated
     
    Then do this...
    Dropbox Upload File
    Generating documents is an absolute necessity for individuals and businesses alike. Whether it is invoices, contracts, or reports, you need to convert them into the document. PDFMonkey is one of the best platforms that turns your raw data into personalized and stylish PDFs. However, this tool doesn’t provide links that you can share around. Now you can automatically upload your PDFMonkey files. Set up this integration, and whenever a new file is generated on PDFMonkey, Appy Pie Connect will automatically upload that to Dropbox, making your document sharing process easier like never before.
    How This PDFMonkey- Dropbox Integration Works
    • A new PDF file is generated on PDFMonkey
    • Appy Pie Connect automatically upload that file to Dropbox.
    What You Need
    • A PDFMonkey account
    • A Dropbox account
  • Customerly Google Drive

    PDFMonkey + Google Drive

    Save new PDF files created in PDFMonkey directly to Google Drive Read More...
    When this happens...
    Customerly Document Generated
     
    Then do this...
    Google Drive Upload File
    PDF is one of the best ways for transmitting extensive information from one system to another. Managing PDF creation is always complicated, PDFMonkey helps you to generate beautiful PDF files in just a few seconds. This integration makes it easy to store PDF files created using PDFMonkey directly in Google Drive. After setting this integration up, every new PDF file created on PDFMonkey, Appy Pie connect will save that file directly to Google Drive.
    How This PDFMonkey- Google Drive Integration Works
    • A new PDF file is created on PDFMonkey
    • Appy Pie Connect automatically uploads that file to Google Drive
    What You Need
    • A PDFMonkey account
    • A Google Drive account
  • Customerly PDFMonkey

    Zoho Invoice + PDFMonkey

    Create documents in PDFMonkey for new Zoho Invoices Read More...
    When this happens...
    Customerly New Invoice
     
    Then do this...
    PDFMonkey Generate Document
    Let your invoices leave a lasting impression on your customers. Use our PDFMonkey-Zoho Invoices integration and automatically create PDF files for all your Zoho Invoices. Once this integration is active, whenever a new invoice is added to your Zoho Invoice account, Appy Pie Connect will automatically send that to PDFMonkey. No coding required, simply set up this integration and cut down manual work involved in generating PDF documents.
    How This PDFMonkey- Zoho Invoice Integration Works
    • A new record added to your Zoho Invoice account
    • Appy Pie Connect automatically sends it to PDFMonkey.
    What You Need
    • A PDFMonkey account
    • A Zoho Invoice account
  • Customerly PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Customerly New Record
     
    Then do this...
    PDFMonkey Generate Document
    Use Appy Pie Connect and integrate your PDFMonkey with Airtable. After setting this integration up, whenever a new record is added to your Airtable database, PDFMonkey will automatically generate a new PDF document. This PDFMonkey-Airtable integration will help you efficiently organize all your Airtable records. You can also apply a term for the Airtable record that you want to send to PDFMonkey.
    How This PDFMonkey- Airtable Integration Works
    • A new record added to your Airtable database
    • Appy Pie Connect automatically generates a PDF file.
    What You Need
    • A PDFMonkey account
    • An Airtable account
  • Customerly PDFMonkey

    Shopify + PDFMonkey

    Create a PDF file in PDFMonkey for every new Shopify order Read More...
    When this happens...
    Customerly New Order
     
    Then do this...
    PDFMonkey Generate Document
    PDF is one of the best ways for transmitting extensive information from one system to another. Information in PDF format can be saved as text or image, ensuring the safety of your important information. When it comes to generating invoices, your PDF file must be secured. PDF also facilitates password protection feature, helping you to protect information from unauthorized access and misuse. Use this PDFMonkey-Shopify integration and automatically generate PDFMonkey files for Shopify orders. This way you don’t need to copy from your Shopify order to PDF tool. After setting this integration up, Appy Pie Connect will automatically create a PDF file for every new order in Shopify.
    How This PDFMonkey-Shopify Integration Works
    • A new order is received in Shopify
    • Appy Pie Connect automatically sends it to PDFMonkey and generates a PDF file
    What You Need
    • A PDFMonkey account
    • A Shopify account
  • Customerly PDFMonkey

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    {{item.message}} Read More...
    When this happens...
    Customerly {{item.triggerTitle}}
     
    Then do this...
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Connect Customerly + PDFMonkey in easier way

It's easy to connect Customerly + PDFMonkey without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Document Generated

    Triggers when a document's generation is complete and successful.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Customerly & PDFMonkey Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PDFMonkey as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PDFMonkey with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and PDFMonkey

Customerly ?

Customerly is a simple and easy to use service that allows the creation of automated, personalized, and custom made invoices, in a few hours. It provides its customers with the ability to customize their invoices, automatically create quotes, track sales, and much more.

PDFMonkey?

PDFMonkey is a high quality and free PDF editor. It allows users to modify any PDF document without the need of professional skills or software. One can easily edit text, images, effects and more. It also can make many types of calculations directly on the PDF file.

Integration of Customerly and PDFMonkey

The integration between customerly.io and PDFMonkey.com will allow customers to create customized invoices directly from PDFMonkey.com, without the need of complicated software or professional skills. It will create new possibilities for businesses that provide services or products, such as transportation, real estate, printing services, etc. The integration will allow them to add personalized invoices that can be sent by email or printed at any time. Moreover, it will provide all the benefits offered by Customerly , such as the ability to track sales and receive automatic updates with new information. Another possible integration would be to include a link to your PDFMonkey.com invoice in your email signature, so every time you send out an email, you can track how many times it has been opened and shared. This way you could see which emails are best received by potential customers.

Benefits of Integration of Customerly and PDFMonkey

The process to integrate Customerly and PDFMonkey may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.