Integrate PDFMonkey with Todoist

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

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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 Todoist

Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.

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

Explore quick connects

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Connect PDFMonkey + Todoist in easier way

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

  • Triggers
  • Document Generated

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

  • New Complete Task

    Triggers upon completion of a task on a project.

  • New Incomplete Task

    Triggers when you add an incomplete task to a project.

  • New Project

    Triggers upon creation of every new project.

  • Actions
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • Create Task

    Creates a new task.

  • Invite User to Project

    Sends an e-mail to a person, inviting them to use one of your projects.

  • Mark Task as Completed

    Mark Task as Completed.

How PDFMonkey & Todoist 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 Todoist 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 Todoist.

    (2 minutes)

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

Integration of PDFMonkey and Todoist

The purpose of this article is to give an introduction to PDFMonkey, a popular web app from the same creator as Todoist, and to outline the integration of PDFMonkey and Todoist.PDFMonkey is a web-based app that allows users to create, edit, and convert PDFs on the fly. It also allows users to have multiple files open at once.This app is often used to convert documents into PDFs for reading on other devices, such as smartphones for example.It also allows users to edit PDFs using features such as copying and pasting text, adding links, creating tables, and more.PDFMonkey even has mobile apps for Android and iOS that allows the user to create PDFs on the go. Since Todoist is a cloud based task management app, it would be perfect to integrate with PDFMonkey.

The integration of PDFMonkey and Todoist is seamless in terms of functionality. When opening any document or creating a new one in PDFMonkey's web app, there are options that allow the user to add tags and labels, sort by tags and labels, and even add due dates all from within the app. There is also the option to add hyperlinks within documents, which can then be linked to Todoist tasks (shown below. Once a task is created in Todoist that has a hyperlink attached, the text in the task will match the text in the document at the point where the hyperlink is found (shown below. This makes it very easy to organize tasks through PDFs.When viewing a document created by PDFMonkey from within Todoist, a tile similar to the one shown below will appear on the Todoist dashboard. The tile will look exactly like a normal task created in Todoist and will not have anything special about it. However, if you hover over the thumbnail of the document, it will give you the option of viewing the PDF without leaving Todoist or opening it with PDFMonkey's web app (shown below.In addition, if you click on the thumbnail of the document within Todoist, it will open up within PDFMonkey's web app in a new tab (shown below. You can even edit the document right from within Todoist by clicking Edit in Web App . While editing an existing PDF in Todoist, you can continue to work on other tasks while the file opens in a new tab/window within PDFMonkey's web app.Once you are done editing the document within PDFMonkey's web app, you have several options. You can choose to return directly back to Todoist by clicking Close on Web App . You can also choose to save changes made back to Todoist by clicking Save Changes Back To Todoist . If you click Save Changes Back To Todoist , it will bring you directly back to Todoist where it will ask if you want to update or overwrite the current document (shown below.If you choose to overwrite, you will be brought to Todoist's checklist view where all of your tasks are laid out in a simple interface just like you see in the screenshot above.If you choose to update, then it will bring you back to the original list view where you can continue to work on your tasks or create more tasks.To sum everything up, integration between PDFMonkey and Todoist is very simple and seamless. Users can edit documents while working on other tasks within Todoist, without having to switch between different apps or browsers. The integration works seamlessly across mobile devices and desktops.Additionally, there are many other features on both apps that could possibly be integrated in order to make them compatible with each other even more:

The process to integrate PDFMonkey and Todoist 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 January 25,2023 05:21 pm