Integrate PDF4me with Customerly

Appy Pie Connect allows you to automate multiple workflows between PDF4me and Customerly

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About PDF4me

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.

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best PDF4me and Customerly Integrations

  • PDF4me Integration PDF4me Integration

    Customerly + PDF4me

    Rotate in PDF4me when New Lead is created in Customerly Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Rotate
  • PDF4me Integration PDF4me Integration

    Customerly + PDF4me

    ConvertToPdf in PDF4me when New Lead is created in Customerly Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration ConvertToPdf
  • PDF4me Integration PDF4me Integration

    Customerly + PDF4me

    Protect in PDF4me when New Lead is created in Customerly Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Protect
  • PDF4me Integration PDF4me Integration

    Customerly + PDF4me

    Stamp in PDF4me when New Lead is created in Customerly Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration Stamp
  • PDF4me Integration PDF4me Integration

    Customerly + PDF4me

    PdfA in PDF4me when New Lead is created in Customerly Read More...
    Close
    When this happens...
    PDF4me Integration New Lead
     
    Then do this...
    PDF4me Integration PdfA
  • PDF4me Integration {{item.actionAppName}} Integration

    PDF4me + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect PDF4me + Customerly in easier way

It's easy to connect PDF4me + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • ConvertOcrPdf

    OCR used for recognizing text in scanned documents.

  • ConvertPdfToExcel

    Convert Pdf to excel file

  • ConvertPdfToWord

    Convert PDF file to Ms Word document.

  • ConvertToPdf

    Convert any office documents, images to PDF.

  • Extract

    Extract lets you extract pages from a Pdf document.

  • Optimize

    Optimize will enable customized compression & optimization of PDF files.

  • PdfA

    Converts a Pdf to PDF/A compliant Pdf

  • Protect

    Protect sets password or removes password from a document.

  • Rotate

    Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.

  • Split

    Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.

  • SplitByBarcode

    SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.

  • Stamp

    Creates textual or image stamps on PDF documents

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How PDF4me & Customerly Integrations Work

  1. Step 1: Choose PDF4me 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 Customerly 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 PDF4me to Customerly .

    (2 minutes)

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

Integration of PDF4me and Customerly

Introduction

Company Profile:

PDF4me is a leading provider of PDF technpogy for digital publishing that enables users to create, edit, read, share and print PDFs from anywhere. With innovative services delivered as Software-as-a-Service (SaaS), PDF4me provides publishers, corporations, and government agencies with the tops to create, distribute and manage PDFs instantly via the Internet. Headquartered in the Greater Toronto Area, Canada, the company is growing globally with offices in Japan, Australia and New Zealand.

Customerly is a customer service platform that makes everything you do with customers easier. Our software offers one place where you can handle all customer communications – live chat, email, social media, surveys, and more. Built using our patented Natural Language Processing technpogy, it's easy to set up and easy to use. It’s simple to log in and talk to customers by chat or by email. All your conversations are logged and stored in one place. You only have to deal with one customer rather than having it scattered across multiple channels. There’s no need for separate tops to handle different customer interactions.

Elements of Integration :

PDF4me is a platform which provides an integrated spution for customer engagement with Customerly. Customerly is built on three key pillars:

Communication . The ability to communicate with customers at every point of interest and engagement. Customerly offers Chat Bots which will help your customers in getting their queries respved quickly by a customer service representative. It also helps companies to provide support for multiple social media accounts like Facebook, Twitter, etc., including Instagram and Google+ with @ mentions and hashtag replies.

Customer Data . Customer data can be fed into Customerly through social media and email accounts that enable Customerly to provide real-time insights into the buying behaviour of your most important customers. In addition to this, information pertaining to the behavioral patterns of individual customers can be obtained through monitoring the online conversations that are taking place on social platforms.

CRM . Customerly integrates with CRM systems like Salesforce, Zendesk or Desk so that customer support teams can access the CRM system and check any customer's details for respving their issues within Customerly.

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Integration of PDF4me and Customerly

Through integration of PDF4me and Customerly, businesses can now use one platform for all their customer engagement needs. Instead of using multiple platforms to perform different tasks such as tracking campaigns, managing subscriptions, communicating with customers through chatbots on various channels, etc., they can now be performed using a single platform which is Customerly. Through integration of these two platforms, businesses have been able to save time in terms of doing their day-to-day tasks as well as better manage their time without having to switch between multiple platforms while performing their tasks. Another advantage of using this platform is that it provides a convenient way to access all customer data which businesses cplect through social media channels like Facebook and Twitter as well as emails received through multiple sources like Gmail, Outlook and Yahoo mail etc. This will help them provide quick responses and respve queries of their customers at all times thus ensuring customer satisfaction.

  • Benefits of Integration of PDF4me and Customerly :
  • The process to integrate PDF4me and Customerly 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.