How to connect Halo Service Solutions + PDFMonkey
Zapier lets you send info between Halo Service Solutions and PDFMonkey automatically—no code required.
When this happens...
automatically do this!
- New TicketTriggers when a new ticket is created in Halo.Trigger
- Ticket UpdatedTriggers when a ticket is updated in Halo.Trigger
- Create CustomerCreates a new Customer in Halo.Action
- Create SiteCreates a new Site in Halo.Action
- Create TicketCreates a new Ticket in Halo.Action
- Create UserCreates a new User in Halo.Action
- Document GeneratedTriggers when a document's generation is complete and successful.Trigger
- Delete DocumentDeletes a Document.Action
Generates a Document.
Find a document in PDFMonkey.
- Step 1: Authenticate Halo Service Solutions + 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.