Businessmap and PDFMonkey Integration

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Automate document creation: When a Businessmap task changes status, Latenode dynamically generates branded documents via PDFMonkey. Benefit from flexible API integrations and affordable execution-based pricing to scale document workflows.

Swap Apps

Businessmap

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Businessmap and PDFMonkey

Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or PDFMonkey will be your first step. To do this, click "Choose an app," find Businessmap or PDFMonkey, and select the appropriate trigger to start the scenario.

Add the Businessmap Node

Select the Businessmap node from the app selection panel on the right.

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Businessmap

Configure the Businessmap

Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Businessmap

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Connect Businessmap

Sign In
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Run node once

Add the PDFMonkey Node

Next, click the plus (+) icon on the Businessmap 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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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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Connect PDFMonkey

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Run node once

Configure the Businessmap 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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Connect PDFMonkey

PDFMonkey Oauth 2.0

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Select an action *

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Map

The action ID

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Run node once

Set Up the Businessmap 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 Businessmap, 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 Businessmap and PDFMonkey integration works as expected. Depending on your setup, data should flow between Businessmap 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 Businessmap and PDFMonkey

Businessmap + PDFMonkey + Slack: When a card's status changes in Businessmap, a PDF summary is generated using PDFMonkey, and a notification is sent to a Slack channel.

PDFMonkey + Businessmap + Google Drive: When a document is generated in PDFMonkey, it's automatically saved to a specified folder in Google Drive, and a link to the file is added as an attachment to a card in Businessmap.

Businessmap and PDFMonkey integration alternatives

About Businessmap

Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.

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 Businessmap and PDFMonkey

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

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

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

Can I automatically generate invoices from Businessmap data?

Yes, you can! Latenode allows seamless integration, automating invoice creation in PDFMonkey directly from Businessmap data, saving time and reducing manual errors with robust workflow capabilities.

What types of tasks can I perform by integrating Businessmap with PDFMonkey?

Integrating Businessmap with PDFMonkey allows you to perform various tasks, including:

  • Automatically generate project reports as PDFs from Businessmap data.
  • Create contracts from Businessmap card details using PDFMonkey templates.
  • Archive completed project documentation into PDF format.
  • Send personalized PDF summaries to team members upon task completion.
  • Generate invoices automatically based on time tracked in Businessmap.

HowdoesLatenodehandleBusinessmapdataforPDFgeneration?

Latenode securely transfers data, allowing transformations and conditional logic before PDF creation. This ensures tailored documents using real-time Businessmap information.

Are there any limitations to the Businessmap and PDFMonkey integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDFMonkey templates may require some initial setup.
  • Real-time updates depend on Businessmap’s API rate limits.
  • Large Businessmap datasets might affect workflow execution speed.

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