Mautic and PDFMonkey Integration

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Automatically generate personalized contracts and documents from Mautic contacts using PDFMonkey. Latenode’s visual editor and affordable execution pricing simplify complex document automation, making custom PDF generation from your marketing data easier than ever.

Swap Apps

Mautic

PDFMonkey

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Mautic and PDFMonkey

Create a New Scenario to Connect Mautic 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 Mautic, triggered by another scenario, or executed manually (for testing purposes). In most cases, Mautic or PDFMonkey will be your first step. To do this, click "Choose an app," find Mautic or PDFMonkey, and select the appropriate trigger to start the scenario.

Add the Mautic Node

Select the Mautic node from the app selection panel on the right.

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Mautic

Configure the Mautic

Click on the Mautic node to configure it. You can modify the Mautic URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Mautic

Sign In

Run node once

Add the PDFMonkey Node

Next, click the plus (+) icon on the Mautic 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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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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Sign In

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Configure the Mautic 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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PDFMonkey Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Mautic 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 Mautic, 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 Mautic and PDFMonkey integration works as expected. Depending on your setup, data should flow between Mautic 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 Mautic and PDFMonkey

Mautic + PDFMonkey + Google Sheets: When a new form is submitted in Mautic, a personalized PDF document is generated using PDFMonkey. The data from the form and the document link are then logged in a Google Sheet.

PDFMonkey + Mautic + Slack: When a document is generated in PDFMonkey, relevant data is sent to Mautic to update a contact. A notification with the updated contact details is then sent to a Slack channel.

Mautic and PDFMonkey integration alternatives

About Mautic

Automate marketing with Mautic in Latenode. Sync contacts, track campaigns, and trigger actions based on customer behavior. Integrate Mautic with other apps for a 360° view of your customers. Use Latenode's visual editor and code blocks to build custom workflows that adapt to your business needs without complex coding or expensive add-ons.

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.

Mautic + PDFMonkey integration

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FAQ Mautic and PDFMonkey

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

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

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

Can I automatically generate invoices from Mautic form submissions?

Yes! Latenode's visual editor simplifies creating automated PDF invoices upon Mautic form submissions. This ensures prompt invoicing, saving time and improving financial workflows.

What types of tasks can I perform by integrating Mautic with PDFMonkey?

Integrating Mautic with PDFMonkey allows you to perform various tasks, including:

  • Generate personalized welcome letters for new Mautic contacts.
  • Create contracts based on Mautic segment membership.
  • Automatically produce reports using Mautic data in PDF format.
  • Send tailored certificates upon Mautic course completion.
  • Dynamically create quotations from Mautic lead data.

WhatMauticdata triggerscanIuse to dynamically personalize PDFs in Latenode?

Latenode enables you to use any Mautic contact field, custom field, or segment data to personalize PDFMonkey templates dynamically.

Are there any limitations to the Mautic and PDFMonkey integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex PDFMonkey templates may require advanced knowledge.
  • High-volume PDF generation can be subject to PDFMonkey API limits.
  • Real-time updates to Mautic data may experience slight delays.

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