Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.PDF4me Integrations
It's easy to connect Apptivo + PDF4me without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
OCR used for recognizing text in scanned documents.
Convert Pdf to excel file
Convert PDF file to Ms Word document.
Convert any office documents, images to PDF.
Extract lets you extract pages from a Pdf document.
Optimize will enable customized compression & optimization of PDF files.
Converts a Pdf to PDF/A compliant Pdf
Protect sets password or removes password from a document.
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
Creates textual or image stamps on PDF documents
Apptivo is a project management system, which can be used to manage an entire business. It has features like CRM, Project Management, Invoice, Document Management and more.
PDF4me is an application that is used to convert any document into PDF format. The converted data can then be emailed to clients, cpleagues or other people. It can also be used to distribute work to cpleagues, clients or other people. It is also used to keep a record of information about a certain topic or project. For example, if a particular report is sent out via PDF4me, it can be used to maintain a record of that report for future use.
II.A. Integration of Apptivo and PDF4me
Integration of Apptivo and PDF4me is done by converting a document from Apptivo into PDF format via the PDF4me application. This enables the distribution of documents in an easy, convenient and efficient manner. It also helps in maintaining a record of the documents that have been distributed so that they can be referred to in the future.
II.B. Benefits of Integration of Apptivo and PDF4me
There are many benefits of integrating Apptivo and PDF4me. Some of these include:
It saves a lot of time as compared to sending a file attachment or sending a document via email. Sending a document via PDF4me takes up less time as it converts the document from one format to another through the conversion process. This means that there is less time spent on formatting the file before it is sent to the recipient as it is already formatted as a PDF file. In addition, there is no need to wait for the recipient to open and save the document before it can be read or used. The recipient opens the PDF file and starts using it just by double-clicking it and no further action is required on his/her part. It is also very convenient as the recipient does not have to open his mail client and attach it to his email account before he can read or use the document. All he has to do is double-click the PDF file and use it immediately. It also creates a record of everything that has been done related to a document so that it can be referred to later for reference purposes. When a document has been distributed using PDF4me, it creates a record of that document in the PDF4me database which can be accessed at any point in time for reference purposes. This makes it easy to see what has been done and who has done what and when. It also helps in identifying any mistakes that might have been made and rectifying those mistakes before they become too late. Before distributing documents using PDF4me, you can preview them before they are saved as PDF files. You can make changes such as adding headers and footers, editing the pre-viewed document and more to make sure that it looks exactly as you want it to look like when it is finally saved as a PDF file. You can also add comments with your amendments or corrections in order to let people know why you made those changes or what you did when you were making those changes. Once the document has been sent using PDF4me, it will be converted into PDF format and sent out instantly to the recipients without any delay in between. The recipients will receive their copy of the document in their inboxes in no time even though they might be in different geographical locations than you are. This makes it possible for them to access the document in real time when you send it out even if they are in another country with different time zones. This also enables people in remote areas to access documents without having to travel long distances just to get hpd of them physically. Documents that are sent using PDF4me are password protected so that only authorized people can access them. This makes it impossible for others who are not supposed to view the document to get access to it unless they know the right password to enter when prompted for one by the program. It also keeps track of all the people who have opened or downloaded the documents so that you can keep track of who needs copies of what documents and how many people have requested copies of each document for your records.
In conclusion, integration of Apptivo and PDF4me can turn out to be very useful especially for businesses where documents are sent out often on a regular basis on behalf of customers or customers themselves. Integrating Apptivo and PDF4me makes it possible for customers or customers themselves to request for these documents via email while business owners do not have to worry about how they are going to create documents on behalf of customers or customers themselves since they can simply send them via PDF4me instead of having to go through the hassle of creating every single document themselves manually on behalf of customers or customers themselves.
The process to integrate Apptivo 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.