Integrating Zoho Books with PDFMonkey by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Zoho Books and PDFMonkey
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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 Zoho Books + PDFMonkey without coding knowledge. Start creating your own business flow.
- Triggers
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New ContactTriggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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Document GeneratedTriggers when a document's generation is complete and successful.
- Actions
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Create Bill
Creates a new bill.
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Create Customer
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Create/Update Contact
Create and Updates an existing contact.
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Delete Invoice
Delete an existing Invoice.
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Mark Invoice as Confirm
Mark Invoice as confirm
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Mark Invoice as Paid
Mark Invoice as Paid
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Find Document
Find a document in PDFMonkey.
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Generate Document
Generate a new document
How Zoho Books & PDFMonkey Integrations Work
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Step 1: Choose Zoho Books 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 Zoho Books to PDFMonkey.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.