How to connect Dovetail + PDFMonkey
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- New InsightTriggers when a new insight is published.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Updated ProjectTriggers when a project is updated.Trigger
- Create NoteCreates a new note in a Dovetail project.Action
- Create PersonCreates a new person in Dovetail.Action
- Document GeneratedTriggers when a document's generation is complete and successful.Trigger
- Delete DocumentDeletes a Document.Action
- Generate DocumentGenerates a Document.Action
Find a document in PDFMonkey.
- Step 1: Authenticate Dovetail 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.