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Daylite + PDFMonkey Integrations

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

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

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 Daylite and PDFMonkey Integrations

  • Daylite MailChimp

    Daylite + MailChimp

    Add new Daylite people to a Mailchimp mailing list Read More...
    When this happens...
    Daylite New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    If you use Daylite and Mailchimp together, you can use Appy Pie Connect automation to automatically add new people from Daylite into Mailchimp subscriber lists automatically as soon as they’re created. Appy Pie Connect’s Daylite integration allows you to automatically add new people added to Daylite to Mailchimp mailing lists. After configuring this integration, when a user is added in Daylite, they are automatically added to a new list inside your MailChimp account.
    How This Daylite-MailChimp Integration Works
    • A new people is created on Daylite
    • Appy Pie Connect adds them to a Mailchimp mailing list
    What You Need
    • Daylite account
    • Mailchimp account
  • Daylite Google Sheets

    Daylite + Google Sheets

    Add new rows in Google Sheets for Daylite tasks Read More...
    When this happens...
    Daylite New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Connect Daylite and MailChimp to automate the process of adding new Daylite contacts or groups to your existing Mailchimp mailing lists. Our easy-to-use interface allows you to quickly integrate both applications so they work together. After setting this integration, Appy Pie Connect will automatically create new rows to Google Sheets for new Daylite tasks.
    How This Daylite- Google Sheets Integration Works
    • A new task is created on Daylite
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Daylite account
    • Google Sheets account
  • Daylite Dropbox

    PDFMonkey + Dropbox

    Upload and Save new PDFMonkey files to Dropbox Read More...
    When this happens...
    Daylite 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
  • Daylite Google Drive

    PDFMonkey + Google Drive

    Save new PDF files created in PDFMonkey directly to Google Drive Read More...
    When this happens...
    Daylite 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
  • Daylite PDFMonkey

    Zoho Invoice + PDFMonkey

    Create documents in PDFMonkey for new Zoho Invoices Read More...
    When this happens...
    Daylite 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
  • Daylite PDFMonkey

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • Document Generated

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

    Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Daylite & PDFMonkey Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Daylite 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.