PDFMonkey + Gmail + IntelligenceBank Integrations
How to connect PDFMonkey + Gmail + IntelligenceBank
Zapier lets you send info between PDFMonkey and Gmail and IntelligenceBank automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with PDFMonkey + Gmail + IntelligenceBank
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PDFMonkey, Gmail, and IntelligenceBank. And don’t forget that you can add more apps and actions to create complex workflows.
WorkspaceRequired
Template(s)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
TemplateRequired
Use a custom JSON structureRequired
Add Line Items
Custom Filename
Meta Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label or mailbox
Search keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmail message to be DeletedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
ThreadRequired
To
Cc
Bcc
From
From Name
Reply To
Body type
BodyRequired
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
To
Cc
Bcc
From
From Name
Reply To
SubjectRequired
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundResolved
Source TypeRequired
Source
Parent MarkUp Comment
MarkUp Comment Creator
Keywords
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
File Upload Type
File Entry Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPlatform URLRequired
Email AddressRequired
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TargetRequired
File NameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File - TypeRequired
File - Tmp NameRequired
File - SizeRequired
File - Original FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource URLRequired
Resource NameRequired
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Markup Comment _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Record _idRequired
Update Record As DraftRequired
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource Name
Resource IdRequired
File - TypeRequired
File - Tmp FilenameRequired
File - SizeRequired
File - New NameRequired
Create New VersionRequired
New Version Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow Request _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSource Type
Source _id
Creator _id
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Sort by Field. Left blank to sort by relevance.Required
Sort orderRequired
Max Results (1-100)Required
Staged Record Submission Status
Standard Record Submission Status
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
4. Filtering Condition - Field _id
4. Filtering Condition - Field Type
4. Filtering Condition - Date Range
4. Foreign Source _id
4. Filtering Condition - Foreign Field _id
4. Filtering Condition - Foreign Field Type
4. Filtering Condition - Search Value
4. Filtering Condition - Operator
4. Filtering Condition - Union
5. Filtering Condition - Field _id
5. Filtering Condition - Field Type
5. Filtering Condition - Date Range
5. Foreign Source _id
5. Filtering Condition - Foreign Field _id
5. Filtering Condition - Foreign Field Type
5. Filtering Condition - Search Value
5. Filtering Condition - Operator
5. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
User Fullname to search for
User Email to search for
User _id to search for
User id to search for
User Division _id to search for
User Group _id to search for
User External Id to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appParent Folder _id
Sort by FieldRequired
Sort orderRequired
Keyword(s) to search for
Max Results (1-100)Required
Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient Instructions
To
Cc
Bcc
SubjectRequired
From
From Name
Body type
BodyRequired
Add signature default
Label or mailbox
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name of labelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Label(s) to removeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase _idRequired
Staged Record Submission Status
Standard Record Submission Status
Return Friendly Form Data
General Keyword Search
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _id
Field _id
File Upload Type
File Entry Type
Approval Revision
Workflow Approval Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder _id
Search Sub-Folders
Search Keywords
Restrict Content Search
File extension
Return Friendly Custom Fields Data
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDatabase _idRequired
Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database _idRequired
Create Record As Draft
Owner Groups
Owner Division
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Destination Folder _idRequired
Folder NameRequired
Folder Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Source _idRequired
Source TypeRequired
Message
XFDF Annotation
Color
Id
Page
X
Y
Type
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
File NameRequired
Remote File NameRequired
Remote Connector KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File Tmp NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
Resource Name
Resource Description
Resource Date
Resource Review Date
Resource Usage Details
Resource Owner
Resource Ownership Type
Resource Keyword Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource _idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
ActionThis is an event a Zap performs.SearchFind existing data in your appRecord File _id
Database _id
Record _id
Field _id
File Upload Type
Ref
Approval Revision
Workflow Approval Status
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder _id
Search Sub-Folders
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)
Search Keywords
Search Scope
File Extension
1. Filtering Condition - Field _id
1. Filtering Condition - Field Type
1. Filtering Condition - Date Range
1. Filtering Condition - Search Value
1. Filtering Condition - Operator
1. Filtering Condition - Union
2. Filtering Condition - Field _id
2. Filtering Condition - Field Type
2. Filtering Condition - Date Range
2. Filtering Condition - Search Value
2. Filtering Condition - Operator
2. Filtering Condition - Union
3. Filtering Condition - Field _id
3. Filtering Condition - Field Type
3. Filtering Condition - Date Range
3. Filtering Condition - Search Value
3. Filtering Condition - Operator
3. Filtering Condition - Union
ActionThis is an event a Zap performs.SearchFind existing data in your appCreator
Approved
Completed
Cancelled
Type
Reviewed Item Type
Source Item _id
Require Approval
Reviewer
Reviewer Responded
Workflow
Workflow Template
Sort by FieldRequired
Sort orderRequired
Max Results (1-100)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSort by fieldRequired
Sort orderRequired
Max Results (1-100)Required
Search Keywords
Template Group _idRequired
Group NameRequired
Group Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How PDFMonkey + Gmail + IntelligenceBank Integrations Work
- Step 1: Authenticate PDFMonkey, Gmail, and IntelligenceBank.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About PDFMonkey
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.
Related categories
About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
