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Salesmate.io + PDFMonkey Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and PDFMonkey

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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 Salesmate.io and PDFMonkey Integrations

  • Salesmate.io Dropbox

    PDFMonkey + Dropbox

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

    PDFMonkey + Google Drive

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

    Zoho Invoice + PDFMonkey

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

    Airtable + PDFMonkey

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

    Shopify + PDFMonkey

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

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

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • Document Generated

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

    Actions
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Salesmate.io & PDFMonkey Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io 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 Salesmate.io and PDFMonkey

Salesmate.io?

SalesMate.io is a sales CRM platform that integrates with Google Apps and Salesforce. This software enables sales professionals to manage and track prospects and customers. It can be integrated with Adobe Acrobat (and other PDF apps. and Microsoft Word to edit and create PDFs and also email them directly from SalesMate. The software boasts features such as:

Automated fplow-up emails based on client activity

Screen sharing for appointments

Free Salesmate accounts for up to 5 users

Free PDFMonkey accounts for up to 5 users

PDFMonkey?

PDFMonkey is a free online top that allows you to convert any document into a PDF. You can upload your documents or download files straight from the web and convert them into PDFs. PDFMonkey’s features include:

A free account that allows you to create 5 PDFs per day. If you need more, there are paid plans available.

Convert any file into a PDF – Word docs, PowerPoint slides, Keynote slides, Excel spreadsheets, images, HTML pages, etc.

Add a password to your PDFs so your sensitive material isn’t easily accessible.

Integration of Salesmate.io and PDFMonkey

SalesMate.io has been integrated with PDFMonkey in order to allow users to send out marketing material in a more convenient manner. This integration gives SalesMate users the ability to automatically convert their PDFs into Word documents and email them out directly from SalesMate’s cloud-based CRM system. For example, if a SalesMate user creates a marketing flyer in Adobe InDesign and wants to send it out to a number of potential clients, he or she can quickly email it to those contacts without having to leave the SalesMate interface at all. With PDFMonkey, these files can be converted from InDesign documents into Word documents so they can be sent through SalesMate’s email system.

Benefits of Integration of Salesmate.io and PDFMonkey

The integration gives SalesMate users the ability to send out marketing materials – such as flyers – with ease via email, saving them time and money on printing and mailing costs. Additionally, it reduces the amount of data entry that sales professionals must do by allowing them to convert their Word or PDF files into Excel spreadsheets, which can then be imported into Salesmate. This saves time when entering data about new contacts because it eliminates manual reentry of information. Not only does this integration save time, but it also saves money by making the process of converting Word documents into PDFs less costly than printing out physical copies of documents for people to read.

The process to integrate Salesmate.io 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.