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.
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
It's easy to connect Apptivo + PDFMonkey 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.
Triggers when a document's generation is complete and successful.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Find a document in PDFMonkey.
Generate a new document
Apptivo is a small, fast, and secure cloud-based platform for small business owners. It incorporates many tops which are helpful in running a business. Apptivo offers online customer support, account management, sales management, inventory management, accounting, and invoicing services.
PDFMonkey is a web-based top that can convert documents to PDF format. The users can upload the documents through the upload form on the site. The uploaded documents are converted to PDF after the user fills up the details of the document, like title, author name, etc.
Both these tops can be integrated without any difficulty. This integration will improve their functionality by adding new features which are not present in either of them individually. The features may include document conversion to PDF format, invoicing services, etc. These features can be easily added in both the tops. An example of this integration is presented below.
The integration is done by installing a plugin into Apptivo. The plugin allows the users to send emails with attachments of the converted PDF file. The user can also choose to send out an email with a link to the PDF file. The user can also send out the link of the converted PDF file through WhatsApp or SMS.
There are numerous benefits in integrating these two platforms. Some of these benefits are discussed below.
The invoices given by Apptivo can be converted to PDF format and thus sent to clients in PDF format. This will reduce the time spent in converting the invoices into PDF format and also save paper. The links to the PDF files can be shared via social networking sites like Facebook, Twitter, LinkedIn, etc. Thus it will make it easier for the customers to access the invoice instead of downloading it to their local computers or mobile phones. PDF files are supported on all devices. The links to these files are much smaller than the file itself and hence they can be transferred at a faster rate than converting the file into a different format and sending it over the internet. PDF files do not require any additional software to open them unlike Microsoft Office documents which need Microsoft Word installed on the device where they are opened. Also, no registration is required for accessing these files. This feature of PDF files is beneficial for Apptivo since it is used by businesses who don’t have the budget for purchasing the expensive software required to open Microsoft Office documents. A free trial can be given through PDF documents instead of creating a demo video which is usually more time consuming and expensive than creating a PDF file and sending it over the internet. PDF files may include hyperlinks or images which can be used to increase marketing and sales efforts towards customers easily and effectively. For example, if we integrate Apptivo and PDFMonkey, we can add a hyperlink to an invoice in PDF format which takes the user to a landing page at Apptivo’s website. Any personalized information such as name or address or phone number can be included in order to personalize the document for each recipient. Here is an example:
Integration of Apptivo and PDFMonkey will benefit both companies as well as their clients since it will increase their client base and will reduce costs for both parties invpved in this process.
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