LiveChat and PDFMonkey Integration

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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.

Swap Apps

LiveChat

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect LiveChat and PDFMonkey

Create a New Scenario to Connect LiveChat and PDFMonkey

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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.

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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.

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LiveChat

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Connect LiveChat

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Run node once

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.

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LiveChat

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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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PDFMonkey

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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.

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Connect PDFMonkey

PDFMonkey Oauth 2.0

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Change

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The action ID

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Run node once

Set Up the LiveChat 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 donโ€™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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Webhook response

Save and Activate the Scenario

After configuring LiveChat, PDFMonkey, and any additional nodes, donโ€™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 โ€œRun onceโ€ 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.

Most powerful ways to connect LiveChat and PDFMonkey

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.

LiveChat and PDFMonkey integration alternatives

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 โ€“ all visually, and without code.

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 LiveChat and PDFMonkey

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

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

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

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:

  • Automatically generating welcome packets for new customers.
  • Creating contracts from chat conversations.
  • Generating support ticket summaries as PDF documents.
  • Archiving chat transcripts as PDF files for compliance.
  • Sending personalized offers as PDFs after chat interactions.

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:

  • Rate limits of the LiveChat and PDFMonkey APIs may apply.
  • Complex PDFMonkey templates require advanced setup.
  • Real-time synchronization depends on API availability.

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