PDFMonkey + Salesforce + Webhooks by Zapier Integrations

How to connect PDFMonkey + Salesforce + Webhooks by Zapier

Zapier lets you send info between PDFMonkey and Salesforce and Webhooks by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with PDFMonkey + Salesforce + Webhooks by Zapier

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, Salesforce, and Webhooks by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • Template(s)

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • TemplateRequired

    • Use a custom JSON structureRequired

    • Add Line Items

    • Custom Filename

    • Meta Data

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Document IDRequired

    Action
    Write
    • Document IDRequired

    Action
    Search
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

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How PDFMonkey + Salesforce + Webhooks by Zapier Integrations Work

  1. Step 1: Authenticate PDFMonkey, Salesforce, and Webhooks by Zapier.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.
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Related categories

  • Documents
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.
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Related categories

  • Developer Tools
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