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How to connect Kintone and PDFMonkey
Create a New Scenario to Connect Kintone 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 Kintone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kintone or PDFMonkey will be your first step. To do this, click "Choose an app," find Kintone or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Kintone Node
Select the Kintone node from the app selection panel on the right.
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Add the PDFMonkey Node
Next, click the plus (+) icon on the Kintone 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 Kintone 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 Kintone 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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Save and Activate the Scenario
After configuring Kintone, 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 Kintone and PDFMonkey integration works as expected. Depending on your setup, data should flow between Kintone 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 Kintone and PDFMonkey
Kintone + PDFMonkey + Slack: When a Kintone record's status is updated, a document is generated in PDFMonkey based on the record's data. A Slack notification is then sent to a specified channel with a link to the generated PDF document.
PDFMonkey + Kintone + Airtable: When a document is generated in PDFMonkey, a new record is created in Airtable. The Airtable record stores the document details and links back to the related record in Kintone via its Record ID.
Kintone and PDFMonkey integration alternatives
About Kintone
Integrate Kintone into Latenode to automate custom application workflows. Sync data, trigger actions, and manage processes without code. Extend Kintone's capabilities with Latenode's visual builder, JavaScript functions, and AI tools to automate data validation, reporting, and notifications. Scale efficiently and only pay for what you use.
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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 Kintone and PDFMonkey
How can I connect my Kintone account to PDFMonkey using Latenode?
To connect your Kintone account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kintone and click on "Connect".
- Authenticate your Kintone and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts from Kintone data using PDFMonkey?
Yes, you can! Latenode allows seamless data transfer and advanced logic. Automatically create and send personalized contracts, saving time and ensuring consistency.
What types of tasks can I perform by integrating Kintone with PDFMonkey?
Integrating Kintone with PDFMonkey allows you to perform various tasks, including:
- Automatically generate invoices from Kintone sales records.
- Create personalized welcome letters for new Kintone contacts.
- Archive Kintone data as PDF reports on a scheduled basis.
- Generate contracts with pre-filled data from Kintone fields.
- Create certificates or awards based on Kintone entries.
How does Latenode enhance Kintone's report generation capabilities?
Latenode enhances reporting by integrating PDFMonkey. Design pixel-perfect PDFs with Kintone data and advanced logic for customized, automated reports.
Are there any limitations to the Kintone and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large PDF generation may impact workflow execution time.
- Complex PDF templates require familiarity with PDFMonkey's syntax.
- Rate limits of both Kintone and PDFMonkey apply.
