Integrate Apptivo with PDFMonkey

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

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About Apptivo

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.

About PDFMonkey

PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.

Want to explore Apptivo + PDFMonkey quick connects for faster integration? Here’s our list of the best Apptivo + PDFMonkey quick connects.

Explore quick connects
Connect Apptivo + PDFMonkey in easier way

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

  • Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • Document Generated

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

  • Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Apptivo & PDFMonkey Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick PDFMonkey as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to PDFMonkey.

    (2 minutes)

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

Integration of Apptivo and PDFMonkey

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.

  • Integration of Apptivo and PDFMonkey
  • 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.

  • Benefits of Integration of Apptivo and PDFMonkey
  • 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.

    The process to integrate 403 Forbidden and 403 Forbidden 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm