Integrate PDFMonkey with Customerly

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

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About PDFMonkey

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

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.

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

Explore quick connects
Connect PDFMonkey + Customerly in easier way

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

  • Triggers
  • Document Generated

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • 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.

How PDFMonkey & Customerly Integrations Work

  1. Step 1: Choose PDFMonkey 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 PDFMonkey to Customerly .

    (2 minutes)

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

Integration of PDFMonkey and Customerly


PDFMonkey is an online top that helps you create a PDF file from any type of content. It is easy to use, simple to navigate and it has an excellent user interface. You can upload files, edit them, share them, print them, convert them into other formats and much more. The best thing about PDFMonkey is that it is free to use. It also has several interesting features, including the fplowing:

  • You can create a PDF easily.
  • You can convert files into PDF format.
  • You can edit PDFs by adding comments, highlighting text, making changes and inserting pictures.
  • You can share files using social networks and email clients.
  • And you can print your PDFs.

Integration of PDFMonkey and Customerly

Customerly is another useful top for businesses and individuals who want to improve the way they manage their contacts. It is a contact manager that combines CRM, marketing automation and email marketing tops in one place. Using this top you can reach out to leads more effectively, increase your sales, reduce costs and get more customers. One of its best features is the ability to manage contacts in a single database by merging information from several sources and keeping your data up to date at all times. You can use Customerly for free but you will have to upgrade to a premium plan if you want to use all of its features.

Benefits of Integration of PDFMonkey and Customerly

Integrating these two tops will allow you to build your own digital library of books and publications with ease. This way, you could create a library of your ebooks, manuals, and documents in a matter of minutes without spending too much time on it. Both tops are quite similar in terms of functionality and usability so integrating them into your workflow will be easy. If you combine them, you will get the fplowing benefits:

  • It will be easier for you to convert files into PDF format because you don't have to download third party software or pay for subscriptions; you can do everything online using only these two tops.
  • You will be able to create an unlimited number of PDFs so you won't have to worry about running out of ebook copies ever again. You can sell them later or give them away as promotional materials. Either way, it's completely up to you.
  • You will be able to create an online library of books where you can keep your ebooks, reports, articles and documents organized in one place. This way, you won't have to worry about losing them or misplacing them again because they will be stored in your digital library instead of somewhere else on your computer or hard drive.

Creating your own digital library with the help of PDFMonkey and Customerly is easy, fast and convenient because all you have to do is download and install both tops on your computer or device – everything else will be done for you automatically. In just a few minutes, you can store all of your ebooks and documents in an online library that works just like a regular library.

The process to integrate PDFMonkey 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am