Plaid + PDFMonkey Integrations
Syncing Plaid with PDFMonkey is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
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About Plaid
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
About PDFMonkey
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
PDFMonkey IntegrationsConnect Plaid + PDFMonkey in easier way
It's easy to connect Plaid + PDFMonkey without coding knowledge. Start creating your own business flow.
- Triggers
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New ItemTriggers when a new item is created.
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Document GeneratedTriggers when a document's generation is complete and successful.
- Actions
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Create payment recipientCreate a new payment recipient
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Find DocumentFind a document in PDFMonkey.
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Generate DocumentGenerate a new document
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How Plaid & PDFMonkey Integrations Work
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Step 1: Choose Plaid as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PDFMonkey as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Plaid to PDFMonkey.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.