Integrating PDFMonkey with Salesmate.io by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between PDFMonkey and Salesmate.io
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
About Salesmate.io
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
Integrations for Salesmate.ioIt's easy to connect PDFMonkey + Salesmate.io without coding knowledge. Start creating your own business flow.
- Triggers
-
Document GeneratedTriggers when a document's generation is complete and successful.
-
New ActivityTriggers when a new activity is created.
-
New Company
Triggers when a New Company is created.
-
New Contact
Triggers when a New Contact is created.
-
New Deal
Triggers when a new Deal is created.
- Actions
-
Find Document
Find a document in PDFMonkey.
-
Generate Document
Generate a new document
-
Create Activity
Creates a new activity.
-
Create Company
Creates a new company.
-
Create Contact
Creates a New Contact
-
Create Deal
Creates a new deals.
-
Update Activity
Updates an existing activity.
-
Update Company
Updates an existing company.
-
Update Contact
Updates an existing contact.
-
Update Deal
Updating an existing deal.
How PDFMonkey & Salesmate.io Integrations Work
-
Step 1: Choose PDFMonkey as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
-
Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
-
Step 3: Pick Salesmate.io as an action app and authenticate.
(30 seconds)
-
Step 4: Select a resulting action from the Action List.
(10 seconds)
-
Step 5: Select the data you want to send from PDFMonkey to Salesmate.io.
(2 minutes)
-
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.