Integrate PDFMonkey with Stripe

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

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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 Stripe

Stripe is an online payment processing platform that allows businesses to send and receive payments over the internet. From start-ups to Fortune 500 companies, every business can build a faster, more modern payment experience.

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

Explore quick connects

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Connect PDFMonkey + Stripe in easier way

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

  • Triggers
  • Document Generated

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

  • New Charge

    Triggers the moment a charge is made on someone's credit card.

  • New Customer

    Triggers the moment you add a new customer is added.

  • New Event

    Triggers every time a new event like a dispute, subscription, or transfer is added.

  • New Invoice

    Triggers when a new invoice is created (supports line items).

  • New Order

    Triggers upon creation of a new order.

  • Actions
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • Create Customer

    Creates a new customer.

  • Create Sale

    Creates a new sale.

  • Update Customer

    Update Customer.

How PDFMonkey & Stripe 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 Stripe 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 Stripe.

    (2 minutes)

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

Integration of PDFMonkey and Stripe

PDFMonkey is an all in one top for creating and managing PDF forms. It is a modern alternative to Adobe products, which require monthly fees. It provides a wide range of features including:

Importing data from Google Sheets and Microsoft Excel

Generating barcodes, QR codes and text for contact information

Creating custom-made PDFs for print or online distribution

Stripe is a payment processing service. It enables online merchants to accept payments over the internet. Stripe supports e-commerce companies by providing everything they need to provide secure payments on their websites. Features include:

Customer management

Fraud prevention

Automatic tax calculations

Recurring billing

Tracking customer details and activity

PDFMonkey integrates with Stripe to enable the creation of custom-made PDFs. With this integration, it is possible to import data from an external source such as Google Sheets, Excel or a CSV file. This allows users to create professional-looking PDF documents without having to rely on expensive software. Stripe’s website also states that it can be used on any platform such as iOS, Android, HTML5 or JavaScript. This means that PDF documents can be downloaded anywhere.

PDFMonkey and Stripe Integration provides 3 key benefits:

  • PDFMonkey allows users to create documents for any purpose. This includes business documents, invoices and receipts, reports, forms or notices. PDFMonkey does not limit users to a certain type of document or theme. The only limitation is the user's imagination. The software is also fully customizable. Thus, users can customize the look and feel of their documents according to their preferences. They can change the fonts, cpor schemes and create customized stylesheet. Furthermore, PDFMonkey allows users to add logos, images, and watermarks. Users can also add QR codes in order to make their documents more interactive. Other features include:

Adding company details like address, email and phone number

Adding links for any web page or document/file hosted online or offline

Users can specify page breaks

Users can create password protected files for added security measures

  • PDFMonkey allows merchants to customize each purchase order. It allows them to automatically generate purchase orders per customer specifications. This ensures that no customer will receive the same invoice twice. Merchants can also add comments on each order so that they can keep track of all past transactions and payables. Moreover, each purchase order will appear as a new entry in their e-commerce provider’s system so that they know exactly when each invoice needs to be paid. In addition to these benefits, merchants can send receipts via email when purchases are made online. This ensures that merchants are notified when payments have been made in full or partially. This also makes it easier for merchants to fplow up on unpaid invoices as they would receive notifications from the payment processor (Stripe. whenever a purchase has been made. In addition to these features, PDFMonkey provides many other features such as:

Forms for cplecting data such as address, purchase order number etc.

Customisable fields for specifying product costing or shipping methods

Ability to specify where tax should be applied (if applicable)

Ability to automatically calculate taxes based on selected countries and states (where applicable)

  • Integration with Stripe allows merchants to track each transaction that has been made via an invoice. They can then either approve or reject transaction requests before payment is released and completed. Once accepted, invoice status will be changed to ‘paid’ or ‘partially paid’ depending on whether the entire amount has been paid or not. Most Stripe invoices are paid using credit cards but they also allow payments via bank transfers, ACH transfers and Bitcoin transfers. With Stripe, merchants are able to manage all aspects of the transaction through their dashboard which they can access anytime. Merchants can also receive notifications via email whenever a payment has been made. This helps merchants track payments easily without having to log into their account every time they have a question about a particular transaction.

The process to integrate PDFMonkey and Stripe 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 November 09,2022 06:11 pm