Integrating PDF4me with pipelinedeals by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between PDF4me and pipelinedeals
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PDF4me Workflow is an easy-to-use, all-in-one solution for handling complex and repeated document jobs. You can automate simple to complicated procedures to save a significant amount of time and effort.
About pipelinedeals
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
Integrations for pipelinedealsIt's easy to connect PDF4me + pipelinedeals without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
- Actions
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ConvertOcrPdfOCR used for recognizing text in scanned documents.
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ConvertPdfToExcel
Convert Pdf to excel file
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ConvertPdfToWord
Convert PDF file to Ms Word document.
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ConvertToPdf
Convert any office documents, images to PDF.
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Extract
Extract lets you extract pages from a Pdf document.
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Optimize
Optimize will enable customized compression & optimization of PDF files.
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PdfA
Converts a Pdf to PDF/A compliant Pdf
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Protect
Protect sets password or removes password from a document.
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Rotate
Rotate in Pdf4me allows selected pages or all pages in a document to be rotated in a given direction.
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Split
Split functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents.
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SplitByBarcode
SplitByBarcode functionality in Pdf4me splits a PDF of multiple pages into a number of smaller PDF documents by barcode data.
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Stamp
Creates textual or image stamps on PDF documents
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
How PDF4me & pipelinedeals Integrations Work
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Step 1: Choose PDF4me as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick pipelinedeals 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 PDF4me to pipelinedeals.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.