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Automatically generate personalized contracts. Connect ActiveCampaign to PDFMonkey on Latenode, using a no-code visual editor to map contact data to PDF templates. Scale contract creation affordably and add custom logic with JavaScript.
Connect ActiveCampaign and PDFMonkey in minutes with Latenode.
Create ActiveCampaign to PDFMonkey workflow
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ActiveCampaign
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Create a New Scenario to Connect ActiveCampaign and PDFMonkey
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ActiveCampaign, triggered by another scenario, or executed manually (for testing purposes). In most cases, ActiveCampaign or PDFMonkey will be your first step. To do this, click "Choose an app," find ActiveCampaign or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the ActiveCampaign Node
Select the ActiveCampaign node from the app selection panel on the right.
ActiveCampaign
Configure the ActiveCampaign
Click on the ActiveCampaign node to configure it. You can modify the ActiveCampaign URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDFMonkey Node
Next, click the plus (+) icon on the ActiveCampaign node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
ActiveCampaign
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PDFMonkey
Authenticate PDFMonkey
Now, click the PDFMonkey node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PDFMonkey settings. Authentication allows you to use PDFMonkey through Latenode.
Configure the ActiveCampaign and PDFMonkey Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ActiveCampaign and PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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PDFMonkey
Trigger on Webhook
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ActiveCampaign
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ActiveCampaign, PDFMonkey, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ActiveCampaign and PDFMonkey integration works as expected. Depending on your setup, data should flow between ActiveCampaign and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ActiveCampaign + PDFMonkey + Google Sheets: When a new contact is added to a list in ActiveCampaign, generate a personalized PDF brochure using PDFMonkey. Then, add a row to a Google Sheet to track the brochure creation, including the contact's information and the PDF URL.
ActiveCampaign + PDFMonkey + Slack: When a deal is updated in ActiveCampaign (specifically, when a deal closes), generate a PDF contract using PDFMonkey. Then send a Slack message to a specified channel, notifying the sales team about the closed deal and including a link to the generated contract.
About ActiveCampaign
Automate ActiveCampaign tasks within Latenode for streamlined marketing. Trigger campaigns based on data from any source, not just forms. Sync contacts, segment lists, and personalize emails using Latenode’s visual editor and built-in data transformation tools. Connect to CRMs or databases for smarter, automated customer journeys without complex coding.
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About PDFMonkey
Use PDFMonkey in Latenode to automate document creation from templates. Populate PDFs with data from any app (CRM, database, etc.) via API. Latenode lets you trigger PDF generation based on events, archive documents, and send them automatically. Simplify reporting and document workflows with no-code or custom code.
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How can I connect my ActiveCampaign account to PDFMonkey using Latenode?
To connect your ActiveCampaign account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate personalized contracts?
Yes, you can! Latenode allows you to trigger PDF generation in PDFMonkey based on ActiveCampaign contact data, creating personalized contracts automatically. This saves time and ensures accuracy.
What types of tasks can I perform by integrating ActiveCampaign with PDFMonkey?
Integrating ActiveCampaign with PDFMonkey allows you to perform various tasks, including:
How easily can I update ActiveCampaign contacts from a PDF?
Latenode's AI document parsing and no-code integrations make it simple to update contact properties in ActiveCampaign.
Are there any limitations to the ActiveCampaign and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: