How to integrate Insightly with PDF.co

About Insightly

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly’s out of the box capabilities allow you to tailor each user’s experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships.

Read more about Insightly at http://insightly.com

What is PDF.co ?

PDF.co is the secure and scalable data extraction API service with a full set of PDF tools included.

Benefits:

  • Decrease data entry costs using AI powered unstructured data extraction from PDF and scanned documents, invoices, reports, receipts, agreements;
  • Read from complex documents using customizable Document Parser. Supports automatic reading from tables, pdf forms, mixed content documents;
  • Save time on preparing documents with PDF filler functionality that can add text, images, fields to pdf forms and pdf documents;
  • Leverage power of built-in full set of PDF tools: split pdf, merge pdf, delete pages, advanced html to pdf generation;
  • Detailed API logs for Enterprise users with audit logs requirements;
  • On-premise and offline versions are available for Enterprise users;

Security

  • All documents and files processed by PDF.co are encrypted at rest using AES 256-bit encryption;
  • PDF.co relies on TLS and SSL to transmit data and files (the same security protocols that are used by banks)
  • Runs on award winning secure certified Amazon AWS infrastructure: https://pdf.co/security

Insightly and PDF.co integration

To start, please use the button below:

Setup Insightly+PDF.co

Related Pages: