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Vtiger + PDF4me Integrations

Appy Pie Connect allows you to automate multiple workflows between Vtiger and PDF4me

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About PDF4me

PDF4me API gives you all functionalities around PDF, e.g. Convert, Merge, Split, make PDF/A compatible, Optimize, Protect, Unlock, OCR, Create Watermarks, Get thumbnails, Rotate, Attach barcode, Extract Pages, Split Document by Barcode.

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Connect Vtiger + PDF4me in easier way

It's easy to connect Vtiger + PDF4me without coding knowledge. Start creating your own business flow.

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

How Vtiger & PDF4me Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Vtiger with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select PDF4me as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate PDF4me with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Vtiger and PDF4me

  • Introduction:
  • Nowadays, the function of a software is an essential part in our work. The software that we use is responsible for the quality of our work, and for the convenience of us. A software which is considered as a life saver for one kind of people can be a disaster for another. In this article, I would like to tell you about Vtiger and PDF4me, the software that I used in my job.

    :

  • Integration of Vtiger and PDF4me:
  • PDF4Me is an embeddable pdf plugin software, which is developed by SupDocs. It has been integrated with Vtiger CRM by Softaculous. The integration means that PDF4Me can be added into Vtiger CRM very easily through Softaculous. Before using this software, I was very confused about how to save a PDF file into my Vtiger CRM. Finally, I found out that it was so simple. All I need to do is to click a button to upload the file. Then, the file will be uploaded into the "Files" tab and saved inside the CRM database.

  • Benefits of Integration of Vtiger and PDF4me:
  • The integration helps me in many ways. First, it helps me to save all of my documents into one place. There are many kinds of documents that have to be stored in different places, such as email or hard disk. It is really a waste of time to search for them and keep them in order. Now, by using this software, I only need to save all of my documents into one place, which is the "Files" tab in Vtiger CRM. Then, I can easily find them when I need them for my work. In addition, the integration helps me to save time when I need to edit some documents. Usually, if I need to edit a document that has been saved in different places, I have to first search for it and download it again. After downloading it, I have to open that document in a word processor program and edit it there. This process takes a long time and wastes my time as well. However, thanks to the integration, I don't have to worry about any of these problems anymore. First of all, I upload the file into the "Files" tab. Then, I can directly edit it from there without having to download it first. Last but not least, because it integrates with Vtiger CRM, it makes my work easier and more convenient. Before using it, I had to go through many steps to save a document into my CRM because they were saved in different places. Now, because the files are saved in the "Files" tab in Vtiger CRM directly, it saves me time when I need to update and edit my documents.

    :

    In conclusion, I think that the integration will help me to make my work easier in the future. I hope that this integration will bring more benefits to other users as well.

    The process to integrate Vtiger and PDF4me 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.