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How to connect Knack and PDFMonkey
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or PDFMonkey will be your first step. To do this, click "Choose an app," find Knack or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the PDFMonkey Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and PDFMonkey integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and PDFMonkey
Knack + PDFMonkey + Slack: When a new record is created in Knack, a PDF document is generated using PDFMonkey. A message summarizing the new record and including a link to the generated PDF is then sent to a specified Slack channel.
PDFMonkey + Knack + Google Sheets: When a document is generated in PDFMonkey, the workflow updates a record in Knack with the document's URL. Finally, it adds a new row to a Google Sheet logging the document details and the associated Knack record link.
Knack and PDFMonkey integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and PDFMonkey
How can I connect my Knack account to PDFMonkey using Latenode?
To connect your Knack account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts after new Knack entries?
Yes, you can! Latenode's visual editor makes it simple to trigger PDF generation in PDFMonkey when new entries appear in Knack, saving time with automated document creation.
What types of tasks can I perform by integrating Knack with PDFMonkey?
Integrating Knack with PDFMonkey allows you to perform various tasks, including:
- Automatically generating invoices from Knack database records.
- Creating personalized reports based on Knack data in PDF format.
- Generating contracts triggered by new customer entries in Knack.
- Archiving Knack data as secure, downloadable PDF documents.
- Sending welcome packages as PDFs upon new user signup in Knack.
How does Latenode handle Knack's rate limits during PDF generation?
Latenode’s advanced queueing system manages Knack API calls efficiently, preventing rate limit issues during bulk PDF generation for reliable automation.
Are there any limitations to the Knack and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDFMonkey templates require prior setup within PDFMonkey.
- Large Knack datasets may require optimized workflows for efficient processing.
- Real-time PDF generation depends on the API availability of both services.
