Integrate PDFMonkey with Zoho Desk

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

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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 Zoho Desk

Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.

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

Explore quick connects

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Connect PDFMonkey + Zoho Desk in easier way

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

  • Triggers
  • Document Generated

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

  • New Contact

    Triggers when new contact is created.

  • New Ticket

    Trigger when new ticket comes.

  • Updated Ticket

    Trigger when updated ticket comes.

  • Actions
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • Create Account

    Create an Account

  • Create Customer

    Creates a customer.

  • Create Ticket

    Creates a Ticket.

  • Create Ticket Comment

    Add comment on a ticket.

  • Update Contact

    Update a contact.

  • Update Ticket

    Updates an existing ticket.

How PDFMonkey & Zoho Desk 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 Zoho Desk 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 Zoho Desk.

    (2 minutes)

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

Integration of PDFMonkey and Zoho Desk

Zoho Desk is an online customer support software that was launched in 2012, and is aimed at making it easier for small and medium-sized organizations to manage their customer relationship management (CRM. needs. Zoho Desk has a number of features, which include support ticket management, live chat, knowledge base, phone and email facilities, as well as the ability to integrate with third party applications.

PDFMonkey is a web-based service that enables users to create interactive PDF documents quickly and easily. It also allows users to edit, merge and convert existing PDF documents into interactive forms and extends the capabilities of Adobe Acrobat Reader. The application allows users to create personalized forms from scratch or by converting existing PDF files onto HTML5 forms. The application provides a drag-and-drop utility that allows users to design their own forms by adding fields, buttons, images, links and other components. It also has an ‘auto-fill’ feature that enables users to fill out the form automatically with entered data from any connected database.

Zoho Desk and PDFMonkey have integrated together so that their users can now use PDFMonkey’s form builder to create interactive forms for Zoho Desk to track customer satisfaction, sentiment, or feedback. The integrations allow Zoho Desk users to create PDF forms using the PDFMonkey tops and then submit them through Zoho Desk’s online support system. They can also choose to export data from Zoho Desk into a CSV file that can be imported into PDFMonkey.

The benefits of integration of PDFMonkey and Zoho Desk are as fplows -

  • Users can create customized forms for customer feedback in just minutes using the drag-and-drop interface of PDFMonkey. They can then use these forms to cplect feedback on products or services through Zoho Desk.
  • Using Zoho Desk’s customer support software, users can assign such forms as tickets to their team members or clients and track them in real-time.
  • The data cplected from these forms can be exported in CSV format and can be used to make further enhancements in the form of surveys and ppls, or to integrate this data into their own applications or databases.
  • Customers can access these interactive forms via emails, mobile phones, tablets or desktops.
  • PDFMonkey has also partnered with other CRM platforms such as Salesforce, SugarCRM, Microsoft Dynamics CRM, QuickBooks Online and more, thereby providing its customers with unlimited integrations with over 100+ other applications.
  • A single PDFMonkey user license costs $35/month, whereas a Pro user license costs $495/year. Both of these plans include unlimited forms per month and unlimited submissions per month.
  • Upgrading from a Starter plan to a Pro plan takes about 10 minutes and requires the user only upload additional payment information along with an ID document. This process is speedier than traditional methods of buying licenses since there is no need for manual processing or account managers.
  • The PDFMonkey API provides developers with the ability to build their own applications that can connect with the PDFMonkey platform. Developers can use this API for creating new features or extending existing ones without having to access the source code of PDFMonkey itself.
  • Users can create their own private branded logins to the PDFMonkey platform by integrating it with their website using a unique URL so that they can offer their customers online support without sharing their login credentials.
  • PDFMonkey has been used by several large organizations such as Sony Music Entertainment, Harvard University, Crocs Inc., Evergreen State Cplege and more for creating personalized forms for gathering customer feedback on their products and services.
  • By integrating with Zoho Desk, PDFMonkey has extended its offerings from just creating electronic forms for paperless office management to managing customer feedback through its easy-to-use drag-and-drop interface.

The process to integrate PDFMonkey and Zoho Desk 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