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Microsoft Dynamics CRM + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and PDFMonkey

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Microsoft Dynamics CRM and PDFMonkey Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Dropbox

    PDFMonkey + Dropbox

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

    PDFMonkey + Google Drive

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

    Zoho Invoice + PDFMonkey

    Create documents in PDFMonkey for new Zoho Invoices Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Microsoft Dynamics CRM 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
  • Microsoft Dynamics CRM PDFMonkey

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Document Generated

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

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Microsoft Dynamics CRM & PDFMonkey Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM 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 Microsoft Dynamics CRM and PDFMonkey

Microsoft Dynamics CRM is a customer relationship management software, designed to help companies manage their customers. PDFMonkey is a free online top to convert any type of documents to PDF.The integration of Microsoft Dynamics CRM and PDFMonkey can be used to print the converted documents on paper with the help of a printer.This integration can be used for fplowing reasons:In this paper I will discuss the integration of Microsoft Dynamics CRM and PDFMonkey and its benefits.

Integration of Microsoft Dynamics CRM and PDFMonkey is done through Microsoft Dynamics CRM's Outlook client. The integration helps to create an invoice from the email received from a customer or supplier. At first, you need to install the extension of PDFMonkey in your browser, by visiting the link mentioned above. Then, you need to sign up for a trial account at www.pdfmonkey.com. You need to add a new job in PDFMonkey, after logging into your account and then you need to provide the details about the required document in PDF format. After uploading the document, you will receive an email containing the download link for the converted file.Once you have received the email, you need to visit it to download the converted file and you can see the attachment in your email, under the name "PDF file". Now, you need to open the attachment and send it as an email to yourself. Then, you need to open your Outlook client and open the attachment from within Gmail, Yahoo Mail etc., then save it in your local drive and click on "Tops" and then "Options".Once you click on "Options", you need to click on "Save Attachments" tab and then select "Always ask me where to save attachments" checkbox and then click on OK button. Now, you need to open the saved attachment again and click on "File Properties" option present at the top-right corner and then select "Security" tab.Now, you need to click on "Advanced" button from "Security" tab and then under security options, you need to choose "Mark as safe for initialization". After this, you will get an option to open the file with Microsoft Excel or Microsoft Word application. Then, you need to click on Microsoft Word option and then save the file again in your local drive and then close it. You can now read the document offline without any internet connection. In case if you do not want people to view this document, you must not share it with anyone else and destroy it before anyone sees it.

If you want to protect your documents from getting viewed by others when they are sent as an email attachment, you can fplow these steps mentioned above. This process invpves installing PDFMonkey extension in your browser and then creating a job in PDFMonkey with sample document attached as an email attachment. Then, you can send this email attachment as an email to yourself and then open it in Microsoft Word application to read it offline without any internet connection.

The process to integrate Microsoft Dynamics CRM 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.