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Automatically generate branded contracts or personalized welcome packets upon booking via Acuity Scheduling. Latenode's visual editor and affordable execution costs make this automation simple to build and scale, with PDF generation managed by PDFMonkey.
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Acuity Scheduling
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Create a New Scenario to Connect Acuity Scheduling 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 Acuity Scheduling, triggered by another scenario, or executed manually (for testing purposes). In most cases, Acuity Scheduling or PDFMonkey will be your first step. To do this, click "Choose an app," find Acuity Scheduling or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Acuity Scheduling Node
Select the Acuity Scheduling node from the app selection panel on the right.
Acuity Scheduling
Configure the Acuity Scheduling
Click on the Acuity Scheduling node to configure it. You can modify the Acuity Scheduling 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 Acuity Scheduling node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Acuity Scheduling
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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 Acuity Scheduling 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 Acuity Scheduling 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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Acuity Scheduling
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Acuity Scheduling, 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 Acuity Scheduling and PDFMonkey integration works as expected. Depending on your setup, data should flow between Acuity Scheduling and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Acuity Scheduling + PDFMonkey + Google Sheets: When a new appointment is booked in Acuity Scheduling, a personalized confirmation PDF is generated via PDFMonkey, and appointment details are logged in a Google Sheet for tracking and reporting.
PDFMonkey + Acuity Scheduling + Slack: When a document is generated in PDFMonkey, automatically book a follow-up call in Acuity Scheduling using client info, and send a notification to a Slack channel with details about the scheduled call.
About Acuity Scheduling
Automate appointment scheduling with Acuity inside Latenode. Sync appointments to calendars, send reminders, and update CRMs automatically. Ditch manual data entry and build custom workflows using Latenode’s visual editor and API-first design. Scale your scheduling processes without code or per-step pricing limits.
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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 Acuity Scheduling account to PDFMonkey using Latenode?
To connect your Acuity Scheduling account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate branded invoices after a booking?
Yes, with the Acuity Scheduling and PDFMonkey integration on Latenode. Automatically generate and send polished invoices post-appointment, enhancing professionalism and saving time. Latenode handles the complex logic!
What types of tasks can I perform by integrating Acuity Scheduling with PDFMonkey?
Integrating Acuity Scheduling with PDFMonkey allows you to perform various tasks, including:
Can I use custom code with Acuity Scheduling and PDFMonkey?
Yes, Latenode allows you to add JavaScript code for advanced customization when working with Acuity Scheduling and PDFMonkey, offering unparalleled flexibility.
Are there any limitations to the Acuity Scheduling and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: