JustCall and PDFMonkey Integration

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Automatically generate contracts in PDFMonkey after a sales call in JustCall. Latenode’s visual editor makes it easy to customize document generation workflows and scale them affordably as your sales volume grows.

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JustCall

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect JustCall and PDFMonkey

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

Add the JustCall Node

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

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JustCall

Configure the JustCall

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

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JustCall

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Connect JustCall

Sign In

Run node once

Add the PDFMonkey Node

Next, click the plus (+) icon on the JustCall 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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JustCall

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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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JustCall

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PDFMonkey

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Connect PDFMonkey

Sign In

Run node once

Configure the JustCall 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

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PDFMonkey Oauth 2.0

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Change

Select an action *

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Map

The action ID

Run node once

Set Up the JustCall 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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Trigger on Webhook

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Webhook response

Save and Activate the Scenario

After configuring JustCall, 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 JustCall and PDFMonkey integration works as expected. Depending on your setup, data should flow between JustCall 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 JustCall and PDFMonkey

JustCall + PDFMonkey + Google Sheets: When a call is missed in JustCall, a summary PDF is generated using PDFMonkey, and the call details along with a link to the generated PDF are saved to a Google Sheet for reporting purposes.

PDFMonkey + JustCall + Slack: When a document is generated in PDFMonkey, use JustCall to send a text message to the client. Then, notify the team on Slack with a link to the generated document.

JustCall and PDFMonkey integration alternatives

About JustCall

Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.

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 JustCall and PDFMonkey

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

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

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

Can I automatically generate invoices upon call completion?

Yes, you can! Latenode's visual editor simplifies automating invoice creation in PDFMonkey after a call in JustCall. This saves time and ensures prompt billing.

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

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

  • Generate personalized contracts after a successful sales call.
  • Create call summaries as shareable PDF documents.
  • Archive call data into formatted reports for compliance.
  • Automatically generate welcome packets for new clients.
  • Create and send invoices automatically after calls.

How does Latenode handle JustCall call recording storage?

Latenode doesn't directly store recordings. You can automate downloading and storing recordings via file storage apps.

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

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

  • Complex document formatting may require advanced PDFMonkey templates.
  • Real-time call data updates depend on JustCall's API availability.
  • Large-scale PDF generation can consume Latenode execution units.

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