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Odoo CRM + PDFMonkey Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM and PDFMonkey Integrations

  • Odoo CRM Dropbox

    PDFMonkey + Dropbox

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

    PDFMonkey + Google Drive

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

    Zoho Invoice + PDFMonkey

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

    Airtable + PDFMonkey

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

    Shopify + PDFMonkey

    Create a PDF file in PDFMonkey for every new Shopify order Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM PDFMonkey

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Document Generated

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

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Odoo CRM & PDFMonkey Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo 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 Odoo CRM and PDFMonkey

Odoo is a comprehensive suite of business applications, which are highly customizable. Odoo is an open source ERP system which includes applications ranging from financial management to sales and marketing, warehouse and inventory, human resources, project management, e-commerce, and others. PDFMonkey is a web top which allows users to create PDF files from scratch. It is not necessary to install any software or plugin in the browser.

Integration of Odoo CRM and PDFMonkey provides considerable benefits to the users. One of the main benefits is that it saves time. Using this integration, the users can create documents in multiple formats using the same document template. It means that with one click they can create a document in PDF format, as well as a Word file or a PowerPoint version of the same document. Thus they save time, because they have to work only once on the document template before creating multiple versions of the same document. The second benefit is that users can work more effectively. Now they do not have to move back and forth between different programs (Word, Excel, PowerPoint. They can all be done from one program – Odoo CRM. When working with Odoo integrated with PDFMonkey, users will be able to integrate data from any application (examples. contacts from Odoo CRM can be added to the import document template. and export data into multiple formats. A third benefit of integration of Odoo CRM and PDFMonkey is increased security. Now users do not have to worry about the safety of their important information. All the data will be secured because it will be encrypted before being exported into a PDF format and no one will be able to access or change it. Another benefit is that now users can quickly view and edit the document templates created by them or by other users without leaving their CRM system.

Integration of Odoo CRM with PDFMonkey is very useful especially for business managers who have to deal with many clients and projects. By using Odoo CRM and PDFMonkey integration they can work more efficiently without wasting their time on data entry because all the info will be automatically imported into the document template.

The process to integrate Odoo 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.