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How to connect Kommo and PDFMonkey
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or PDFMonkey will be your first step. To do this, click "Choose an app," find Kommo or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the PDFMonkey Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and PDFMonkey integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and PDFMonkey
Kommo + PDFMonkey + Google Drive: When a deal reaches a specific stage in Kommo, a document is generated in PDFMonkey using data from the deal. The generated PDF is then stored in a designated folder in Google Drive.
PDFMonkey + Kommo + Slack: When a document is generated in PDFMonkey, the corresponding lead in Kommo is updated with a link to the generated document, and a notification is sent to a designated Slack channel to inform the sales team about the updated deal.
Kommo and PDFMonkey integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and PDFMonkey
How can I connect my Kommo account to PDFMonkey using Latenode?
To connect your Kommo account to PDFMonkey on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and PDFMonkey accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate contracts after closing a deal?
Yes, you can! Latenode lets you trigger PDFMonkey from Kommo deal stages, dynamically creating contracts. Automate document creation and save valuable time.
What types of tasks can I perform by integrating Kommo with PDFMonkey?
Integrating Kommo with PDFMonkey allows you to perform various tasks, including:
- Automatically generate invoices when a deal reaches the "Won" stage.
- Create personalized welcome letters for new Kommo contacts.
- Generate contracts pre-filled with Kommo deal data.
- Archive generated PDFs directly within Kommo deal records.
- Send automated document reminders based on Kommo task deadlines.
Can I use JavaScript to customize PDF generation on Latenode?
Yes! Latenode supports JavaScript, enabling advanced PDF customization. Add dynamic logic or custom formatting for advanced automation.
Are there any limitations to the Kommo and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex PDFMonkey template designs may require advanced knowledge.
- Kommo's API rate limits can affect high-volume document generation.
- PDFMonkey's document generation credits are separate from Latenode's pricing.
