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Odoo CRM + PDFMonkey Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

PDFMonkey Integrations

Best ways to Integrate Odoo CRM + PDFMonkey

  • Odoo CRM PDFMonkey

    Odoo CRM + PDFMonkey

    Find Document in PDFMonkey when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    PDFMonkey Find Document
  • Odoo CRM PDFMonkey

    Odoo CRM + PDFMonkey

    Generate Document in PDFMonkey when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    PDFMonkey Generate Document
  • Odoo CRM PDFMonkey

    Odoo CRM + PDFMonkey

    Find Document in PDFMonkey when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    PDFMonkey Find Document
  • Odoo CRM PDFMonkey

    Odoo CRM + PDFMonkey

    Generate Document in PDFMonkey when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    PDFMonkey Generate Document
  • Odoo CRM Odoo CRM

    PDFMonkey + Odoo CRM

    Create Lead/Opportunity from Odoo CRM from Document Generated to PDFMonkey Read More...
    Close
    When this happens...
    Odoo CRM Document Generated
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
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 comprehensive suite of business applications, which are highly customizable. Odoo is an open source ERP system which includes applications ranging from financial management to sales and marketing, warehouse and inventory, human resources, project management, e-commerce, and others. PDFMonkey is a web top which allows users to create PDF files from scratch. It is not necessary to install any software or plugin in the browser.

Integration of Odoo CRM and PDFMonkey provides considerable benefits to the users. One of the main benefits is that it saves time. Using this integration, the users can create documents in multiple formats using the same document template. It means that with one click they can create a document in PDF format, as well as a Word file or a PowerPoint version of the same document. Thus they save time, because they have to work only once on the document template before creating multiple versions of the same document. The second benefit is that users can work more effectively. Now they do not have to move back and forth between different programs (Word, Excel, PowerPoint. They can all be done from one program – Odoo CRM. When working with Odoo integrated with PDFMonkey, users will be able to integrate data from any application (examples. contacts from Odoo CRM can be added to the import document template. and export data into multiple formats. A third benefit of integration of Odoo CRM and PDFMonkey is increased security. Now users do not have to worry about the safety of their important information. All the data will be secured because it will be encrypted before being exported into a PDF format and no one will be able to access or change it. Another benefit is that now users can quickly view and edit the document templates created by them or by other users without leaving their CRM system.

Integration of Odoo CRM with PDFMonkey is very useful especially for business managers who have to deal with many clients and projects. By using Odoo CRM and PDFMonkey integration they can work more efficiently without wasting their time on data entry because all the info will be automatically imported into the document template.

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.