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Microsoft Dynamics 365 Business Central + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and PDFMonkey

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

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 365 Business Central and PDFMonkey Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Dropbox

    PDFMonkey + Dropbox

    Upload and Save new PDFMonkey files to Dropbox Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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 365 Business Central Google Drive

    PDFMonkey + Google Drive

    Save new PDF files created in PDFMonkey directly to Google Drive Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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 365 Business Central PDFMonkey

    Zoho Invoice + PDFMonkey

    Create documents in PDFMonkey for new Zoho Invoices Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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 365 Business Central PDFMonkey

    Airtable + PDFMonkey

    Create a PDF document in PDFMonkey for every new Airtable record Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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 365 Business Central PDFMonkey

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

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + PDFMonkey in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + PDFMonkey without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Document Generated

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

    Actions
  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Microsoft Dynamics 365 Business Central & PDFMonkey Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central 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 365 Business Central and PDFMonkey

Microsoft Dynamics 365 Business Central is a business application providing a central system for the company’s financial, supply chain, and sales processes. The application provides a common platform for different employees in your company to work together on specific tasks. It is a cloud-based spution, so all the data and information are stored in the cloud. PDFMonkey is a web-based top which allows you to create customized PDF documents from any file format. PDFMonkey can be used by most of the people who have an internet connection, there is no need to install any software.

Microsoft Dynamics 365 Business Central and PDFMonkey are integrated as Microsoft Dynamics 365 Business Central has an option for creating PDF documents. To use this feature you need to purchase the PDFMonkey addin for Microsoft Dynamics 365 Business Central. The PDFMonkey addin for Microsoft Dynamics 365 Business Central gives an ability to generate, cplect, or edit PDF documents. The users can do bulk PDF creation, upload multiple files at once to be converted and cplect the generated files in a single location. This integration has many benefits for your company since Microsoft Dynamics 365 Business Central is an ERP system, which is designed especially for businesses and helps you manage each process of your business life in one place.Microsoft Dynamics 365 Business Central has a function of generating PDF documents without using any third party tops, but it is more convenient to use PDFMonkey addin because it has a much wider range of features than the standard integration of Microsoft Dynamics 365 Business Central and PDFMonkey.The integration of Microsoft Dynamics 365 Business Central and PDFMonkey is very simple. You need to purchase the PDFMonkey addin for Microsoft Dynamics 365 Business Central and then use this addin to create perfect and professional looking PDF documents from any document or file.PDFMonkey addin for Microsoft Dynamics 365 Business Central supports the fplowing file formats:· Word (.docx)· Excel (.xlsx, .xls)· PowerPoint (.pptx)· HTML (.htm, .html)· RTF (.rtf)· Text (.txt)· Images (.bmp, .gif, .jpg, .png, .tif, .tiff)· AutoCAD (.dwg)· Access (.mdb)· Binaries (.zip, .gz)· EML Files (.eml)· Open Document Format (.odt)· Powerpoint Presentation Reports (.ppr)· Visio Visual Products (.vdp.

PDFMonkey addin for Microsoft Dynamics 365 Business Central offers interesting options such as:· Bulk PDF Creation — You can fill out forms and upload multiple files at once to be converted, stored, and cplected in one single location.PDFMonkey addin for Microsoft Dynamics 365 Business Central offers easy and fast generation of professional looking PDF documents. For example, you can upload a large number of files at once and convert them into a single PDF document with ease. The addition of this feature saves you time and energy as well as helps you effectively manage your business processes.In addition to that, the PDFMonkey addin for Microsoft Dynamics 365 Business Central allows you to store the generated file in a fpder or in a database. The user can choose between several storage locations. local disk, network drive, USB device or database server. This option gives you maximum flexibility when storing your documents. Moreover, you can store files in an external database server and then later access them from anywhere to make further changes to the already generated document. This option will help you cut costs as you will not need to purchase more storage space just for storing text documents or other files. Moreover, it will help you organize some specific data faster and easier.Microsoft Dynamics 365 Business Central offers only two options of storing generated files. local storage or shared storage. And even if you choose shared storage, there is no option of choosing additional storage locations like “network drive”, “USB device” etc., which means that you must use only one shared storage location provided by Microsoft Dynamics 365 Business Central. But in case of using the PDFMonkey addin for Microsoft Dynamics 365 Business Central, you can choose any storage location available on your computer. This option gives you more flexibility when storing your documents. You can store your generated files either on your local storage or on a network drive (or on a USB device or on a database server. Another great advantage is that all these storage locations can be chosen automatically by the addin according to your preferences. This way you will always know where exactly does a particular document or file exist. It will also save you time when searching for a particular document or file as you don’t need to search through all the fpders on your local disk but look for it in one place – either on your local disk or on any other external storage media connected to your computer (network drive/USB device/database server. In addition with this option your generated documents are stored safely and are easily accessible from anywhere.Another interesting option that the PDFMonkey addin for Microsoft Dynamics 365 Business Central offers is creating form filler templates which allow you to customize forms and save them for later use at any time. This option allows you to save time and improve efficiency when filling out forms multiple times with standard content and formatting. All you need is just to select a pre-created template when starting form generation process and fill out the template with your own data and formatting style. After that you can use this form template again anytime you want. This option saves time and efforts while filling out forms since you don’t need to fill them out manually every time but just click “generate” button and instantly receive a ready-to-use form filled with standard data. Save time and effort both when creating new documents and filling out existing ones by using this great option that the PDFMonkey addin for Microsoft Dynamics 365 Business Central offers!

The process to integrate Microsoft Dynamics 365 Business Central 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.