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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Generated" from PDFMonkey.

Add your action

An action happens after the trigger—such as "Add Address" in SwiftFox.

You’re connected!

Zapier seamlessly connects PDFMonkey and SwiftFox, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
- Template(s)
Trigger
Instant
Try It
- Workspace
  Required
- Template(s)
- Use a custom JSON structure
  Required
- Add Line Items
- Custom Filename
- Meta Data
Action
Write
New Email Added
Triggers when a new email address is added to a Person or Organisation.
Trigger
Instant
Try It
New Person
Triggers when a new person is created in SwiftFox.
Trigger
Polling
Try It
Removed Contact Detail
Triggers when a contact detail is removed from a Person or Organisation in SwiftFox.
Trigger
Instant
Try It

Updated Category Type on a Person
Triggers when Category Types change on a Person.
Trigger
Instant
Try It
Updated Custom Field
Triggers when a custom field is created or updated on a Person, Organisation or Project in SwiftFox.
Trigger
Instant
Try It

- Record Type
  Required
- Record Id
  Required
- Address Type
  Required
- Address 1
  Required
- Locality/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country (2 letters)
  Required
Action
Write
- Name
  Required
- ABN/ACN
Action
Write
- Record Type
  Required
- Record Id
  Required
- Content
  Required
- Date
  Required
Action
Write
- Person Id
  Required
Action
Search
- Name
  Required
- Category Type
Action
Search
- Name
  Required
- Category Type
- ABN/ACN
Action
Search or write

- Document ID
  Required
Action
Write
- Document ID
  Required
Action
Search
New Organisation
Triggers when a new Organisation is created in SwiftFox.
Trigger
Polling
Try It
New Form Response
Triggers when a new form response is submitted.
Trigger
Instant
Try It
Updated Category Type on an Organisation
Triggers when Category Types change on an Organisation.
Trigger
Instant
Try It
Updated Contact Detail
Triggers when a contact detail is updated on a Person or Organisation in SwiftFox.
Trigger
Instant
Try It
Updated Email Preferences
Triggers when email preferences are updated on an Email Address.
Trigger
Instant
Try It
- Record Type
  Required
- Record Id
  Required
- Contact Type
  Required
- Contact Value
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Title
- Other Names
- Suffix
- Known As
- Email
- Mobile
- Phone
- Date of Birth
- Place of Birth
- School Attended
- University Attended
- Occupation
Action
Write
- Person Id
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Other Names
- Suffix
- Known As
- Date of Birth
- Place of Birth
- School Attended
- University Attended
- Occupation
- Category Type
Action
Write
- Person Id
  Required
Action
Search
- First Name
- Last Name
- Email
- Mobile
- Category Type
Action
Search
- First Name
- Last Name
- Email
- Mobile
- Category Type
- First Name
  Required
- Last Name
  Required
- Title
- Other Names
- Suffix
- Known As
- Phone
- Date of Birth
- Place of Birth
- School Attended
- University Attended
- Occupation
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect PDFMonkey and SwiftFox to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your PDFMonkey to SwiftFox integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PDFMonkey

PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.

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Related categories

Documents

About SwiftFox

SwiftFox is a fully-featured cloud-based Customer Relationship Management (CRM) platform with everything you need to compete.

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