Integrate Odoo CRM with PDFMonkey

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM + PDFMonkey quick connects for faster integration? Here’s our list of the best Odoo CRM + PDFMonkey quick connects.

Explore quick connects
Connect Odoo CRM + PDFMonkey in easier way

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

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Document Generated

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

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

How Odoo CRM & PDFMonkey Integrations Work

  1. Step 1: Choose Odoo CRM 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 Odoo CRM to PDFMonkey.

    (2 minutes)

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

Integration of Odoo CRM and PDFMonkey

Odoo is a powerful open source suite of business apps. It offers the ability to manage contacts, orders, inventory, manufacturing, purchase requests and more. It is fully customizable, easy to deploy and use.

PDFMonkey is a totally free and fast online top for converting PDFs into editable MS Word format. PDFMonkey can convert PDFs into MS Word documents in batches or one at a time. The conversion can be performed with or without watermarks on the output document.

Integration of Odoo CRM and PDFMonkey

By integrating Odoo CRM with PDFMonkey, you can easily create a mailing list of your clients. You don't have to worry about getting your customers' email addresses or phone numbers anymore. All you have to do is add their information in the CRM, and then use PDFMonkey to create your mailing list. This way you will never have to worry about not having an updated list again.

Benefits of Integration of Odoo CRM and PDFMonkey

Integration of Odoo CRM with PDFMonkey provides many benefits to both users and companies. Some of them are mentioned below:

You can get updated contact information from the CRM whenever you need it. Your data will always be up-to-date. No more worries about lost contact information.

The process is automatic and doesn't require any effort on your part. You can just set up an event in the CRM, and then let the software automatically create the mailing list for you.

It's very easy to create a new mailing list with this integration. With just a few clicks of the mouse you can create a whpe new mailing list of your clients. And you can do this as many times as needed.

You'll save a lot of money by not having to pay for mailing services.

Odoo CRM and PDFMonkey integration makes it easy for businesses to save money by not having to pay for mailing services. Also, when you integrate Odoo CRM with PDFMonkey, you can easily create a mailing list for your clients, because you already have all the information about them in the CRM.

The process to integrate Odoo CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm