Cloudi-Fi + PDFMonkey Integrations
How to connect Cloudi-Fi + PDFMonkey
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Please select a contextRequired
Trigger on user updated?
Retrieve only users with this optin:
Try ItDocument IDRequired
Document IDRequired
WorkspaceRequired
Template(s)
Apply this trigger only for specific templates
Try ItWorkspaceRequired
TemplateRequired
Use a custom JSON structureRequired
Select Yes if you prefer writing a complete JSON payload instead of a basic Zapier mapping for the Document data.
Add Line Items
Select Yes to add data for Line Items (in an invoice for instance).
Custom Filename
You can specify a custom filename for generated documents. A random value will be used if left empty.
Meta Data
Additional data attached to the generated Document but not accessible in its Template.
How Cloudi-Fi + PDFMonkey Integrations Work
- Step 1: Authenticate Cloudi-Fi and PDFMonkey.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 Cloudi-Fi
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