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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.
Connect Businessmap and PDFMonkey in minutes with Latenode.
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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.
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.
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.
Businessmap
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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 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.
Set Up the Businessmap 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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Businessmap
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Iterator
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Webhook response
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.
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.
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.
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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 Businessmap account to PDFMonkey using Latenode?
To connect your Businessmap account to PDFMonkey on Latenode, follow these steps:
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:
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: