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Generating documents is a necessity for all businesses, whether it is invoices, contracts or reports. Automating this process is often a complex and expensive issue. This PDFMonkey and SmartSender integration allows you automatically deliver generated PDF documents to receiver as soon they are ready in PDFMonkey.
How it works
- SmartSender calls Onlizer using External Request action from funnel
- Onlizer generate document using PDFMonkey
- Onlizer sends respons to SmartSender with PDF document as download_url field.
- You also can use $.download_url mapping to save link into contact field for further sending. See more info in SmartSender External Request action response mapping.
Prerequisites
To setup this integration you will need next information:
- SmartSender account (see How to connect SmartSender with Onlizer)
- Access to PDFMonkey account (see How to connect PDFMonkey with Onlizer)
- SmartSender funnel with External Request action step
- PDFMonkey template for document generation (see Get your PDFMonkey template ID)
