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Integrate Salesforce with PDFMonkey

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce + PDFMonkey

  • Salesforce Integration PDFMonkey Integration

    Salesforce + PDFMonkey

    Find Document in PDFMonkey when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    PDFMonkey Integration Find Document
  • Salesforce Integration PDFMonkey Integration

    Salesforce + PDFMonkey

    Generate Document in PDFMonkey when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    PDFMonkey Integration Generate Document
  • Salesforce Integration PDFMonkey Integration

    Salesforce + PDFMonkey

    Find Document in PDFMonkey when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    PDFMonkey Integration Find Document
  • Salesforce Integration PDFMonkey Integration

    Salesforce + PDFMonkey

    Generate Document in PDFMonkey when New Contact is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    PDFMonkey Integration Generate Document
  • Salesforce Integration PDFMonkey Integration

    Salesforce + PDFMonkey

    Find Document in PDFMonkey when New Opportunity is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    PDFMonkey Integration Find Document
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Document Generated

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

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & PDFMonkey Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to PDFMonkey.

    (2 minutes)

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

Integration of Salesforce and PDFMonkey

In this article, I am going to introduce Salesforce and PDFMonkey which are known as the Software-as-a-Service (SaaS. products. SaaS is a software delivery model in which software is licensed on a subscription basis and is centrally hosted.

First of all, I am going to explore what is Salesforce. Salesforce is a customer relationship management software or CRM that is used by a large number of companies. Salesforce is used by these companies for making their businesses easily scalable and highly cplaborative with customers, partners, and employees. A study revealed that Salesforce helps its users to make $2,500 per employee annually in the US alone.

The first version of Salesforce was introduced in San Francisco in 1999 by Parker Harris and Dave Moellenhoff. In 2000, salesforce became the largest hosted CRM software company in the world. It went public in 2004 and became the highest valued enterprise software company in the world. It has more than 200,000 registered developers. The biggest customers are Facebook, Alibaba, Sprint, GE, HP, and Coca-Cpa.

Salesforce provides various packages such as Sales Cloud, Service Cloud, Analytics Cloud, Commerce Cloud, Communities Cloud, and AppExchange. Salesforce also provides a range of services from consulting to customer support. Its main office is located in San Francisco. It has offices in Europe, Asia, Australia, Africa, and Latin America.

Second, I am going to explain what is PDFMonkey? PDFMonkey is an online platform which allows users/students to convert PDF files into editable documents such as Word files. In other words, PDFMonkey is a cloud-based spution that offers document conversion services to users to convert PDF documents into editable documents. PDFMonkey provides document conversion services in three modes. (1. free, (2. paid, and (3. trial. The main goal of PDFMonkey is to provide users with professional document conversion services at low prices.

PDFMonkey converts PDF files into editable Word documents within minutes and allows users to download them instantly. It works on any Windows PC or Mac device. It does not require installation of any software on your computer or mobile device. It can be used for both personal and business purposes. It converts documents of all types such as legal documents, contracts, invoices, purchase orders, letters, resumes, CVs, time logs, journals, etc.

I am going to outline an article about Salesforce and PDFMonkey using the points below:

Integration of Salesforce and PDFMonkey

Integration of Salesforce and PDFMonkey can be achieved through SaaS (Software-as-a-Service. Using SaaS integration will allow tops such as Salesforce to leverage the features of PDFMonkey. Integration of Salesforce and PDFMonkey will help students to overcome their difficulties during academic writing process by converting their PDF files into editable Word documents. PDFMonkey offers a professional service for converting PDF documents into Word documents at low prices. Students will be able to get access to their converted Word documents through online storage such as Google Drive and Dropbox. They do not need to install any software on their computers or mobile devices. PDFMonkey makes it easy for students to convert their PDF files into editable Word documents by using their web browsers. Students can also obtain a 10% discount on all orders if they have an active account on Opearloan.com or Studentloansforbme.com.

Benefits of Integration of Salesforce and PDFMonkey

Integration of Salesforce and PDFMonkey will benefit students by improving their academic performance by converting their PDF files into Word documents in a short period of time at low prices. One of the major benefits is that students do not need to install any software on their computers or mobile devices because they can use it directly through their web browsers without the need for installing anything on their systems.

Integration of Salesforce and PDFMonkey will help students to save their money because they do not have to pay for extra software that would have cost them hundreds of dplars if they had decided to buy it from the market rather than using it online free of charge. Integration of Salesforce and PDFMonkey will improve student’s performance because they will have all the tops they need at their disposal within a few clicks of their mouse or taps on their keyboard without having to install anything on their computers or mobile devices.

The process to integrate Salesforce and PDFMonkey 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.