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Automatically generate personalized PDF documents from LiveChat interactions with Latenode. Enhance customer support and streamline document creation with no-code logic and affordable pay-per-use pricing, enabling flexible, scalable document workflows.
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LiveChat
PDFMonkey
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Create a New Scenario to Connect LiveChat and PDFMonkey
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or PDFMonkey will be your first step. To do this, click "Choose an app," find LiveChat or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
LiveChat
Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the PDFMonkey Node
Next, click the plus (+) icon on the LiveChat node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
LiveChat
β
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.
Configure the LiveChat 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 LiveChat and PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
β
PDFMonkey
Trigger on Webhook
β
LiveChat
β
β
Iterator
β
Webhook response
Save and Activate the Scenario
After configuring LiveChat, PDFMonkey, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the LiveChat and PDFMonkey integration works as expected. Depending on your setup, data should flow between LiveChat and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
LiveChat + PDFMonkey + HubSpot: When a chat is deactivated in LiveChat, a PDF transcript is generated using PDFMonkey, and then attached to the corresponding contact's record in HubSpot.
PDFMonkey + LiveChat + Slack: When a new contract PDF is generated in PDFMonkey, a message is sent via LiveChat to notify the customer, and a notification is also sent to the sales team in Slack.
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context β all visually, and without code.
Related categories
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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How can I connect my LiveChat account to PDFMonkey using Latenode?
To connect your LiveChat account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate invoices from LiveChat transcripts?
Yes, you can! Latenode allows you to trigger PDFMonkey with new LiveChat transcripts, creating invoices automatically. This streamlines billing and saves time using a no-code visual builder.
What types of tasks can I perform by integrating LiveChat with PDFMonkey?
Integrating LiveChat with PDFMonkey allows you to perform various tasks, including:
How to send LiveChat data to other apps using Latenode logic?
Latenode lets you transform LiveChat data with JavaScript or AI prompts before sending it to other apps, offering unmatched flexibility and powerful data processing.
Are there any limitations to the LiveChat and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: