Triggers when a document's generation is complete and successful.
Create Subscription
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Update Customer
Update an existing customer.
Find Document
Find a document in PDFMonkey.
Generate Document
Generate a new document
Cancel Subscription
Triggers when a subscription is canceled
New Invoice
Triggers when a new Invoice is created
New Subscription
Triggers when a new subscription is created
Payment Success
Triggers when a payment received successfully
Document Generated
Triggers when a document's generation is complete and successful.
Create Subscription
Create a new subscription. To create a subscription for a new customer, you have to pass the customer object. To create a subscription for a existing customer pass the customer_id of that customer.
Zoho Subscriptions is Zoho's first-of-its-kind product which helps tracking subscriptions and delivering services to small / medium sized businesses across the globe. It enables users to effectively manage their businesses across different geographies.
What Is PDFMonkey?
PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.
How Zoho Billing and PDFMonkey Integrations Work?
The integration between Zoho Billing and PDFMonkey is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
Connection Establishment: The first step is establishing a secure connection between Zoho Billing and PDFMonkey. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
Is the Integration Between Zoho Billing and PDFMonkey secure?
While assessing the security of integrating Zoho Billing with PDFMonkey, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Zoho Billing-PDFMonkey integration:
Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
Data Storage Security: This ensures that the databases or storage systems used by Zoho Billing and PDFMonkey integration have adequate security measures.
User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Page reviewed by Abhinav Girdhar | Last Updated on January 19, 2025, 7:03 am
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