ActiveCampaign and PDFMonkey Integration

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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.

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ActiveCampaign

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ActiveCampaign and PDFMonkey

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.

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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.

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ActiveCampaign

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Connect ActiveCampaign

Sign In

Run node once

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.

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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.

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PDFMonkey

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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.

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PDFMonkey Oauth 2.0

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Run node once

Set Up the ActiveCampaign and PDFMonkey Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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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.

Most powerful ways to connect ActiveCampaign and PDFMonkey

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.

ActiveCampaign and PDFMonkey integration alternatives

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.

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.

See how Latenode works

FAQ ActiveCampaign and PDFMonkey

How can I connect my ActiveCampaign account to PDFMonkey using Latenode?

To connect your ActiveCampaign account to PDFMonkey on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select ActiveCampaign and click on "Connect".
  • Authenticate your ActiveCampaign and PDFMonkey accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically generating welcome letters when a new contact is added.
  • Creating personalized invoices from deal data in ActiveCampaign.
  • Generating contracts and agreements for new clients.
  • Automatically updating PDF documents when contact details change.
  • Creating certificates of completion for course participants.

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:

  • Complex PDF templates may require advanced configuration.
  • The number of PDFs generated per month depends on your PDFMonkey plan.
  • Real-time updates are subject to API rate limits for both ActiveCampaign and PDFMonkey.

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