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Vtiger + PDFMonkey Integrations

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

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 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 Vtiger and PDFMonkey Integrations

  • Vtiger Dropbox

    PDFMonkey + Dropbox

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

    PDFMonkey + Google Drive

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

    Zoho Invoice + PDFMonkey

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

    Airtable + PDFMonkey

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

    Shopify + PDFMonkey

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

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

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

It's easy to connect Vtiger + PDFMonkey 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.

  • Document Generated

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

    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.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Vtiger & PDFMonkey 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 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 Vtiger and PDFMonkey

Vtiger?

Vtiger is a robust and affordable open source CRM software that helps businesses to organize their customer information, sales activities, and marketing strategies. Its simplistic user interface and unique features like email marketing system, event management system, contact list management system, etc. make it an all in one spution for business organizations.

PDFMonkey?

PDFMonkey is a PDF editing software. It comes loaded with multiple features for automating PDF documents. The core features of this software are editing, merging, splitting, encrypting PDF files, converting PDF into HTML, submitting PDF to web servers, attaching PDF to emails, etc.

Integration of Vtiger and PDFMonkey

PDFMonkey can be integrated with VTiger by configuring the vtigercrm.conf file of the server. To do this, you need to install the PDFMonkey module in your Vtiger setup first and then configure the vtigercrm.conf file accordingly. Fplow the instructions below to integrate Vtiger with PDFMonkey:

Step 1. Install the PDFMonkey Module in Vtiger

The PDFMonkey module can be installed using the composer. Execute the fplowing command in your Vtiger dashboard:

composer require pdfmonkey/vtiger-pdfmonkey

After executing the above command, you will get an output that looks like this:

Output. Installation of pdfmonkey/vtiger-pdfmonkey (0.1.1. - pdfmonkey/vtiger-pdfmonkey requires php >= 5.6.4 php-curl php-gd php-mbstring php-xml git git@github.com:phpunit/PHPUnit composer/installers git@github.com:phpunit/PHPUnit composer/autpoad_classmap git@github.com:phpunit/PHPUnit composer/autpoad_files git@github.com:phpunit/PHPUnit composer/autpoad_namespaces git@github.com:phpunit/PHPUnit composer/autpoad_psr4 git@github.com:phpunit/PHPUnit composer/autpoad_realpath git@github.com:pdfmonkey/vtiger-pdfmonkey git@github.com:pdfmonkey/vtiger-pdfmonkey vendor/pdfmonkey/vtiger-pdfmonkey/vendor/pdfmonkey/vwpdf.php composer/autpoad_classmap npm WARN tar ENOSPC. no space left on device at /home/laravelapp/.npm/_cacache/tmp/L5Wd3ZuZrR8jk5z2i4YHp5RfqpqU6oCmzL7t7PXP8yDQbdUwNvEIxCxJYQB5fFwKMbwUb9TgG8gb4zfhM5Eqej7XI/wYvQWCsstW9 0 NPM http GET https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/tar npm http GET https://registry.npmjs.org/jest npm http GET https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/jest npm http 200 https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14.tgz npm http 200 https://registry.npmjs.org/tar npm http GET https://registry.npmjs.org/tar/-/tar-0.7.1.tgz npm http 200 https://registry.npmjs.org/jest npm http GET https://registry.npmjs.org/jest/-/jest-2.4.2.tgz npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14.tgz npm http 200 https://registry.npmjs.org/jest/-/jest-2.4.2.tgz npm http 200 https://registry.npmjs.org/tar/-/tar-0.7.1.tgz npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14 npm http GET https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14/-dist-tag npm http GET https://registry.npmjs.org/browserify npm http 304 https://registry.npmjs.org/browserify npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14/-dist-tag browserify@4 .21 .1 node_modulesbrowserify ├── concat-stream@1 .0 .0 ├── inherits@2 .0 .0 ├── shell-quote@1 .3 .0 ├── duplexer@0 .1 .1 ├── through@2 .2 .7 ├── optimist@0 .3 .7 (wordwrap@0 .0 .2. ├── JSONStream@0 .4 .4 (jsonparse@0 .0 .5. ├── browser-respve@1 .1 .1 (conspe-browserify@0 .1 .6, zlib-browserify@0 .0 .1, vm-browserify@0 .0 .1, crypto-browserify@0 .2 .3, respve@0 .3 .1, buffer-browserify@0 .0 .5, http-browserify@0 .1 .11. ├── insert-module-globals@6 .0 .0 (through@2 .3 .4, commondir@0 .0 .1, lexical-scope@0 .0 .13. ├── umd@1 .3 .1 (through@2 .3 .4, ruglify@1 .0 .0, rfile@1 .0 .0, uglify-js@2 .4 .10. └── syntax-error@1 .1 .0 (esprima@1 .0 . npm http GET https://registry.npmjs.org/pg pkg>= 8 pkg<= 9 pkg>= 9 pkg<= 10 Package jsonpath Package medium Package jquery Package pg Node no longer exists! No packages found matching jquery ! Package pg Package pg <= 9 Package pg > 8 No packages found matching pg ! pkg>= 10 No packages found matching jsonpath ! No packages found matching medium ! npm WARN tar ENOSPC. no space left on device at /home/laravelapp/.npm/_cacache/tmp/L5Wd3ZuZrR8jk5z2i4YHp5RfqpqU6oCmzL7t7PXP8yDQbdUwNvEIxCxJYQB5fFwKMbwUb9TgG8gb4zfhM5Eqej7XI/wYvQWCsstW9 0 NPM http GET https://registry.npmjs.org/mocha npm http 304 https://registry.npmjs.org/mocha npm http GET https://registry.npmjs.org/mocha/-/mocha-1.16..1 No packages found matching mocha ! No packages found matching pg ! No packages found matching jsonpath ! No packages found matching medium ! No packages found matching jquery ! Package pg Node no longer exists! pkg>= 8 pkg<= 9 pkg>= 9 pkg<= 10 Package jsonpath Package medium Package jquery Package pg Node no longer exists! No packages found matching jquery ! Package pg Package pg <= 9 Package pg > 8 No packages found matching pg !

The process to integrate Vtiger 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.