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How to connect Cloze and PDFMonkey
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or PDFMonkey will be your first step. To do this, click "Choose an app," find Cloze or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the PDFMonkey Node
Next, click the plus (+) icon on the Cloze 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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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 Cloze 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 Cloze 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 Cloze, 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 Cloze and PDFMonkey integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and PDFMonkey
PDFMonkey + Cloze + Google Drive: When a document is generated in PDFMonkey, archive the generated PDF in Google Drive and associate it with the corresponding contact in Cloze by adding a communication record.
PDFMonkey + Cloze + Slack: When a document is generated by PDFMonkey, create or update a person in Cloze and then notify a sales rep in Slack via a direct message.
Cloze and PDFMonkey integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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See how Latenode works
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FAQ Cloze and PDFMonkey
How can I connect my Cloze account to PDFMonkey using Latenode?
To connect your Cloze account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate invoices upon closing deals?
Yes, you can! Latenode allows real-time Cloze data to trigger PDFMonkey, creating custom invoices. Benefit from dynamic PDFs and streamlined billing.
What types of tasks can I perform by integrating Cloze with PDFMonkey?
Integrating Cloze with PDFMonkey allows you to perform various tasks, including:
- Generate contracts when opportunities reach a specific stage.
- Create personalized welcome letters for new Cloze contacts.
- Archive deal summaries as PDFs in a designated storage.
- Automatically send proposals when a lead is qualified.
- Create reports combining Cloze data and PDFMonkey templates.
Can I filter Cloze data before sending it to PDFMonkey?
Yes! Latenode's data transformers filter Cloze info based on specific criteria before generating documents via PDFMonkey.
Are there any limitations to the Cloze and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDFMonkey templates may require advanced configurations.
- Rate limits on the Cloze API can affect workflow execution speed.
- Custom Cloze fields need to be properly mapped in Latenode.
