Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
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
Copper CRM + PDF4meConvertToPdf in PDF4me when New Company is created in Copper CRM Read More...
It's easy to connect Copper CRM + PDF4me without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggers when a new opportunity is created.
Triggers when a new person is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a existing company is updated.
Triggers when a existing opportunity is updated.
Triggers when a existing person is updated.
Triggers when a existing project is updated.
Triggers when an existing task is updated.
Relate an existing project to a Copper CRM object.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Creates a new company.
Creates a new Opportunity.
Creates a Person
Creates a new project.
Creates a task.
Creates or Updates a company based on matching criteria.
Creates or updates an opportunity depending on matching criteria.
Creates or Updates person depending on match criteria.
Creates or Updates Project depending on match criteria.
Updates a company depending on the matching criteria.
Updates an opportunity depending on the match criteria.
Updates a person depending on the match criteria.
Updates a project depending on the match criteria.
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