PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
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.
It's easy to connect PDFMonkey + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a document's generation is complete and successful.
Triggers when a new lead is created.
Triggers when a new user is created.
Find a document in PDFMonkey.
Generate a new document
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
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:
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.
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:
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.