Integrate Vtiger with PDFMonkey
Appy Pie Connect allows you to automate multiple workflows between Vtiger and PDFMonkey
- No code
- No Credit Card
- Lightning Fast Setup
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 IntegrationsBest ways to Integrate Vtiger + PDFMonkey
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Vtiger + PDFMonkey
Find Document in PDFMonkey when New Contact is created in Vtiger Read More...When this happens...
New Contact
Then do this...
Find Document
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Vtiger + PDFMonkey
Generate Document in PDFMonkey when New Contact is created in Vtiger Read More...When this happens...
New Contact
Then do this...
Generate Document
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Vtiger + PDFMonkey
Find Document in PDFMonkey when New Product is created in Vtiger Read More...When this happens...
New Product
Then do this...
Find Document
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Vtiger + PDFMonkey
Generate Document in PDFMonkey when New Product is created in Vtiger Read More...When this happens...
New Product
Then do this...
Generate Document
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Vtiger + PDFMonkey
Find Document in PDFMonkey when New Event is created in Vtiger Read More...When this happens...
New Event
Then do this...
Find Document
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Vtiger + PDFMonkey without coding knowledge. Start creating your own business flow.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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Document Generated
Triggers when a document's generation is complete and successful.
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Find Document
Find a document in PDFMonkey.
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Generate Document
Generate a new document
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How Vtiger & PDFMonkey Integrations Work
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Step 1: Choose Vtiger 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 Vtiger to PDFMonkey.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Vtiger and PDFMonkey
Vtiger?
Vtiger is a robust and affordable open source CRM software that helps businesses to organize their customer information, sales activities, and marketing strategies. Its simplistic user interface and unique features like email marketing system, event management system, contact list management system, etc. make it an all in one spution for business organizations.
PDFMonkey?
PDFMonkey is a PDF editing software. It comes loaded with multiple features for automating PDF documents. The core features of this software are editing, merging, splitting, encrypting PDF files, converting PDF into HTML, submitting PDF to web servers, attaching PDF to emails, etc.
Integration of Vtiger and PDFMonkey
PDFMonkey can be integrated with VTiger by configuring the vtigercrm.conf file of the server. To do this, you need to install the PDFMonkey module in your Vtiger setup first and then configure the vtigercrm.conf file accordingly. Fplow the instructions below to integrate Vtiger with PDFMonkey:
Step 1. Install the PDFMonkey Module in Vtiger
The PDFMonkey module can be installed using the composer. Execute the fplowing command in your Vtiger dashboard:
composer require pdfmonkey/vtiger-pdfmonkey
After executing the above command, you will get an output that looks like this:
Output. Installation of pdfmonkey/vtiger-pdfmonkey (0.1.1. - pdfmonkey/vtiger-pdfmonkey requires php >= 5.6.4 php-curl php-gd php-mbstring php-xml git [email protected]:phpunit/PHPUnit composer/installers [email protected]:phpunit/PHPUnit composer/autpoad_classmap [email protected]:phpunit/PHPUnit composer/autpoad_files [email protected]:phpunit/PHPUnit composer/autpoad_namespaces [email protected]:phpunit/PHPUnit composer/autpoad_psr4 [email protected]:phpunit/PHPUnit composer/autpoad_realpath [email protected]:pdfmonkey/vtiger-pdfmonkey [email protected]:pdfmonkey/vtiger-pdfmonkey vendor/pdfmonkey/vtiger-pdfmonkey/vendor/pdfmonkey/vwpdf.php composer/autpoad_classmap npm WARN tar ENOSPC. no space left on device at /home/laravelapp/.npm/_cacache/tmp/L5Wd3ZuZrR8jk5z2i4YHp5RfqpqU6oCmzL7t7PXP8yDQbdUwNvEIxCxJYQB5fFwKMbwUb9TgG8gb4zfhM5Eqej7XI/wYvQWCsstW9 0 NPM http GET https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/tar npm http GET https://registry.npmjs.org/jest npm http GET https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/jest npm http 200 https://registry.npmjs.org/laravel-mix npm http GET https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14.tgz npm http 200 https://registry.npmjs.org/tar npm http GET https://registry.npmjs.org/tar/-/tar-0.7.1.tgz npm http 200 https://registry.npmjs.org/jest npm http GET https://registry.npmjs.org/jest/-/jest-2.4.2.tgz npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14.tgz npm http 200 https://registry.npmjs.org/jest/-/jest-2.4.2.tgz npm http 200 https://registry.npmjs.org/tar/-/tar-0.7.1.tgz npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14 npm http GET https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14/-dist-tag npm http GET https://registry.npmjs.org/browserify npm http 304 https://registry.npmjs.org/browserify npm http 200 https://registry.npmjs.org/laravel-mix/-/laravel-mix-v5.2.14/-dist-tag [email protected] .21 .1 node_modulesbrowserify ├── [email protected] .0 .0 ├── [email protected] .0 .0 ├── [email protected] .3 .0 ├── [email protected] .1 .1 ├── [email protected] .2 .7 ├── [email protected] .3 .7 ([email protected] .0 .2. ├── [email protected] .4 .4 ([email protected] .0 .5. ├── [email protected] .1 .1 ([email protected] .1 .6, [email protected] .0 .1, [email protected] .0 .1, [email protected] .2 .3, [email protected] .3 .1, [email protected] .0 .5, [email protected] .1 .11. ├── [email protected] .0 .0 ([email protected] .3 .4, [email protected] .0 .1, [email protected] .0 .13. ├── [email protected] .3 .1 ([email protected] .3 .4, [email protected] .0 .0, [email protected] .0 .0, [email protected] .4 .10. └── [email protected] .1 .0 ([email protected] .0 . npm http GET https://registry.npmjs.org/pg pkg>= 8 pkg<= 9 pkg>= 9 pkg<= 10 Package jsonpath Package medium Package jquery Package pg Node no longer exists! No packages found matching jquery ! Package pg Package pg <= 9 Package pg > 8 No packages found matching pg ! pkg>= 10 No packages found matching jsonpath ! No packages found matching medium ! npm WARN tar ENOSPC. no space left on device at /home/laravelapp/.npm/_cacache/tmp/L5Wd3ZuZrR8jk5z2i4YHp5RfqpqU6oCmzL7t7PXP8yDQbdUwNvEIxCxJYQB5fFwKMbwUb9TgG8gb4zfhM5Eqej7XI/wYvQWCsstW9 0 NPM http GET https://registry.npmjs.org/mocha npm http 304 https://registry.npmjs.org/mocha npm http GET https://registry.npmjs.org/mocha/-/mocha-1.16..1 No packages found matching mocha ! No packages found matching pg ! No packages found matching jsonpath ! No packages found matching medium ! No packages found matching jquery ! Package pg Node no longer exists! pkg>= 8 pkg<= 9 pkg>= 9 pkg<= 10 Package jsonpath Package medium Package jquery Package pg Node no longer exists! No packages found matching jquery ! Package pg Package pg <= 9 Package pg > 8 No packages found matching pg !
The process to integrate Vtiger 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.
