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Nutshell + PDFMonkey Integrations

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

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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 Nutshell and PDFMonkey Integrations

  • Nutshell Google Contacts

    Nutshell + Google Contacts

    Add Google Contacts for new Nutshell person entries Read More...
    When this happens...
    Nutshell New Person
     
    Then do this...
    Google Contacts Create or Update Contacts
    If you want your Nutshell contacts to be in Google Contacts,  you can easily do so with App Pie Connect. Set up this connect flow and whenever a new contact is added to Nutshell, Appy Pie Connect will automatically add that contact to Google Contacts.
    How This Nutshell-Google Contacts Integration Works
    • A new person is created to Nutshell
    • Appy Pie Connect creates new contact to Google Contacts.
    What You Need
    • Nutshell account
    • Google Contacts account
  • Nutshell Trello

    Nutshell + Trello

    Create new cards on Trello from new Nutshell leads Read More...
    When this happens...
    Nutshell New Lead
     
    Then do this...
    Trello Create Card
    Trello is a collaboration tool that allows your team to organize items into boards, lists, and cards to prioritize projects in an more efficient and flexible way. Collaborate with your team by adding your leads directly to your Trello. After setting this Nutshell-Trello integration up, whenever a new lead is found in Nutshell, Appy Pie Connect will automatically create a new card on your chosen Trello dashboard ensuring everyone is on the same page.
    How This Nutshell-Trello Integration Works
    • A new leads is added to Nutshell
    • Appy Pie Connect creates new card on Trello.
    What You Need
    • Nutshell account
    • Trello account
  • Nutshell Dropbox

    PDFMonkey + Dropbox

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

    PDFMonkey + Google Drive

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

    Zoho Invoice + PDFMonkey

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

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

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • Document Generated

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

    Actions
  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Nutshell & PDFMonkey Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Nutshell 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 Nutshell and PDFMonkey

Nutshell, Inc. is an American company based in Austin, Texas that offers legal software to the legal industry. Founded in 2012 by Joy Glidden, a former attorney, Nutshell is used in courts and law firms for prepping for depositions and trials.

PDFMonkey is a Canadian company based in Ottawa, Ontario that offers software to convert paper documents into electronic documents. They are the largest provider of document conversion services in Canada.

Integration of Nutshell and PDFMonkey

Currently, there are two ways to integrate Nutshell and PDFMonkey. In one way, a lawyer can upload a PDF document to Nutshell and then tag the page number on each page with a link to PDFMonkey so that when the document is viewed from Nutshell, it will automatically load the corresponding file from PDFMonkey. The other way is for lawyers to upload a document through PDFMonkey and tag the page numbers on each page with links to the corresponding pages in Nutshell. This method would be especially useful for eDiscovery (electronic document discovery. because documents can be tagged with metadata, such as subject matter codes or client names. These links can then be searched with ease.

Benefits of Integration of Nutshell and PDFMonkey

Using these integrated technpogies, lawyers and their clients will be able to save time in the fplowing ways:

The process to integrate Nutshell 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.