Integrating Salesmate.io with PDFMonkey by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Salesmate.io and PDFMonkey
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Award Winning App Integration Platform
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
About PDFMonkey
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
Integrations for PDFMonkeyIt's easy to connect Salesmate.io + PDFMonkey without coding knowledge. Start creating your own business flow.
- Triggers
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New ActivityTriggers when a new activity is created.
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New Company
Triggers when a New Company is created.
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New Contact
Triggers when a New Contact is created.
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New Deal
Triggers when a new Deal is created.
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Document GeneratedTriggers when a document's generation is complete and successful.
- Actions
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Create Activity
Creates a new activity.
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Create Company
Creates a new company.
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Create Contact
Creates a New Contact
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Create Deal
Creates a new deals.
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Update Activity
Updates an existing activity.
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Update Company
Updates an existing company.
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Update Contact
Updates an existing contact.
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Update Deal
Updating an existing deal.
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Find Document
Find a document in PDFMonkey.
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Generate Document
Generate a new document
How Salesmate.io & PDFMonkey Integrations Work
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Step 1: Choose Salesmate.io 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 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 Salesmate.io to PDFMonkey.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.