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  2. Plaid
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  4. PDFMonkey

Plaid + PDFMonkey Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Plaid Integrations
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 Integrations

Best ways to Integrate Plaid + PDFMonkey

  • Plaid Dropbox

    PDFMonkey + Dropbox

    Upload and Save new PDFMonkey files to Dropbox Read More...
    Close
    When this happens...
    Plaid Document Generated
     
    Then do this...
    Dropbox Upload File
    Generating documents is an absolute necessity for individuals and businesses alike. Whether it is invoices, contracts, or reports, you need to convert them into the document. PDFMonkey is one of the best platforms that turns your raw data into personalized and stylish PDFs. However, this tool doesn’t provide links that you can share around. Now you can automatically upload your PDFMonkey files. Set up this integration, and whenever a new file is generated on PDFMonkey, Appy Pie Connect will automatically upload that to Dropbox, making your document sharing process easier like never before.
    How This PDFMonkey- Dropbox Integration Works
    • A new PDF file is generated on PDFMonkey
    • Appy Pie Connect automatically upload that file to Dropbox.
    What You Need
    • A PDFMonkey account
    • A Dropbox account
  • Plaid Google Drive

    PDFMonkey + Google Drive

    Save new PDF files created in PDFMonkey directly to Google Drive Read More...
    Close
    When this happens...
    Plaid Document Generated
     
    Then do this...
    Google Drive Upload File
    PDF is one of the best ways for transmitting extensive information from one system to another. Managing PDF creation is always complicated, PDFMonkey helps you to generate beautiful PDF files in just a few seconds. This integration makes it easy to store PDF files created using PDFMonkey directly in Google Drive. After setting this integration up, every new PDF file created on PDFMonkey, Appy Pie connect will save that file directly to Google Drive.
    How This PDFMonkey- Google Drive Integration Works
    • A new PDF file is created on PDFMonkey
    • Appy Pie Connect automatically uploads that file to Google Drive
    What You Need
    • A PDFMonkey account
    • A Google Drive account
  • Plaid Gmail

    PDFMonkey + Gmail

    Create Draft from Gmail from Document Generated to PDFMonkey Read More...
    Close
    When this happens...
    Plaid Document Generated
     
    Then do this...
    Gmail Create Draft
  • Plaid Gmail

    PDFMonkey + Gmail

    Send Email in Gmail when Document Generated is added to PDFMonkey Read More...
    Close
    When this happens...
    Plaid Document Generated
     
    Then do this...
    Gmail Send Email
  • Plaid Gmail

    PDFMonkey + Gmail

    Create Label from Gmail from Document Generated to PDFMonkey Read More...
    Close
    When this happens...
    Plaid Document Generated
     
    Then do this...
    Gmail Create Label
  • Plaid {{item.actionAppName}}

    Plaid + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Plaid + PDFMonkey in easier way

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

    Triggers
  • New Item

    Triggers when a new item is created.

  • Document Generated

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

    Actions
  • Create payment recipient

    Create a new payment recipient

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

Show All

How Plaid & PDFMonkey Integrations Work

  1. Step 1: Choose Plaid 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 PDFMonkey 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 Plaid to PDFMonkey.

    (2 minutes)

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

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