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Automatically generate personalized receipts and invoices in PDFMonkey whenever a sale is registered in Loyverse. Latenode's visual editor makes it easy to tailor documents with dynamic data. Scale affordably with execution-based pricing.
Connect Loyverse and PDFMonkey in minutes with Latenode.
Create Loyverse to PDFMonkey workflow
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Loyverse
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Create a New Scenario to Connect Loyverse 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 Loyverse, triggered by another scenario, or executed manually (for testing purposes). In most cases, Loyverse or PDFMonkey will be your first step. To do this, click "Choose an app," find Loyverse or PDFMonkey, and select the appropriate trigger to start the scenario.
Add the Loyverse Node
Select the Loyverse node from the app selection panel on the right.
Loyverse
Configure the Loyverse
Click on the Loyverse node to configure it. You can modify the Loyverse 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 Loyverse node, select PDFMonkey from the list of available apps, and choose the action you need from the list of nodes within PDFMonkey.
Loyverse
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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.
Configure the Loyverse 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 Loyverse and PDFMonkey Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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PDFMonkey
Trigger on Webhook
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Loyverse
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Loyverse, 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 Loyverse and PDFMonkey integration works as expected. Depending on your setup, data should flow between Loyverse and PDFMonkey (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Loyverse + PDFMonkey + Slack: When a new sale is registered in Loyverse, a receipt is automatically generated in PDFMonkey. A confirmation message, including a link to the generated receipt, is then sent to a designated Slack channel.
Loyverse + PDFMonkey + Google Sheets: When a new item is added or updated in Loyverse, a report template in PDFMonkey is updated, and the generated report is saved to a specified Google Sheets spreadsheet.
About Loyverse
Sync Loyverse sales data to your accounting or marketing tools using Latenode. Automate inventory updates based on Loyverse transactions. Trigger custom workflows for customer loyalty programs. Latenode lets you connect Loyverse data to any app without code, adding powerful automation to your POS system.
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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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How can I connect my Loyverse account to PDFMonkey using Latenode?
To connect your Loyverse account to PDFMonkey on Latenode, follow these steps:
Can I automatically generate PDF invoices from Loyverse sales data?
Yes, you can! Latenode’s visual editor makes it simple. Trigger workflows from Loyverse sales, then use PDFMonkey to dynamically create and send professional invoices.
What types of tasks can I perform by integrating Loyverse with PDFMonkey?
Integrating Loyverse with PDFMonkey allows you to perform various tasks, including:
How can I use Loyverse data to customize PDF documents?
Latenode allows you to map Loyverse data directly into PDFMonkey templates, creating highly personalized documents for each customer.
Are there any limitations to the Loyverse and PDFMonkey integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: